This customer offers a range of beauty and self-care products and services. The customer is using a 3rd party system to track the information of walk-in clients across the country. All of the clientele information is stored in a single system. This system requires human input which unfortunately leads to a lot of data duplication. In order to support their upcoming telemarketing campaign, the customer is looking for a better system to store and clean up their data.
The customer is planning on using Salesforce for their campaign marketing purposes. We have implemented the following:
- A custom object to store client information exported from 3rd party systems temporarily
- Created a duplicate and matching rule (8 combinations) against the custom object for deduplication purposes
- A simple integration process to consolidate duplicate records found as a unique contact
|Related Objects||Account, Contact and Customer (Custom Object)|
|Components||Salesforce Data Loader, Duplicate Rule and Matching Rule|
|# of records||~1 million|