Contact De-Duplication

  • August 1, 2016
  • Girikon
Background

As a part of business needs, the client used to import data from third party applications to Salesforce, which lead to duplicate contact records in their Salesforce instance creating a desperate need for a Salesforce app, capable of merging, all the duplicate records of contacts into a single contact within an account hierarchy.

The Challenge

Client wanted an app that they can use to merge all the duplicate contacts of single account hierarchy as well as all the accounts hierarchy of an Organization. The main challenge in this project that the Salesforce we can only merge three duplicate records at a time using the Apex Merge method.

The Result

With the solution of “Batch Process” i.e. Apex Batch, we were able to process records in batches asynchronously.

We developed

  • New Merge Duplicate screen to start the merge process.
  • All the related records of the merge contacts automatically assigned to the new master contact record.
  • The new merged contact record is automatically assigned to the top most parent account of the hierarchy.

The client has been able to remove all the duplicate contact records from Salesforce and have a holistic view of the business.

Key Highlights and Features
  • Different client locations using disparate technologies to manage their pre-and post-sales process of booths, sponsorship, Delegate and Vendor management
  • A global scalable CRM solution was built for consolidation of work-processes, creation of synergies across office locations, manage future acquisitions and effective product management
  • The solution involved automation of Sales, operations, quoting & Invoicing processes across all locations
  • Integrations – SAP via Mulesoft, Docusign

    • Alex, De Santiago, Director Informa PLC, Provided the following testimonial

    “Best Salesforce Consulting Partner…PERIOD: For the past 14 years, I’ve worked with numerous Salesforce Consulting partners, from very small, boutique style to very big traditional partners (big 5). Girikon has been by far the best partner I’ve worked so far. They are very receptive, responsive, highly knowledgeable, technical and very quick to address issues to find agreeable solutions. Their cost and value have no comparison in the industry. I highly recommend them and give them a 5 star”

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