Salesforce deduplication is crucial to successful go-to-market. Many organizations still run Salesforce dedupe processes manually, but more and more are turning to deduplication tools to improve data quality. Cleaning and deduping data are essential processes to ensure your sales and marketing teams are working with high quality data rather than slogging through a mess. You want to avoid mistakes like contacting one contact multiple times or missing important details like a move to a new company.
This article dives into all you need to know about deduping leads, contacts, accounts and opportunities, including Salesforce duplicate management. We’ll explain how to dedupe records in your Salesforce database and improve Salesforce deduplication management using data automation software like Syncari.
Getting started with Salesforce deduplication
Today, Salesforce is one of the most popular customer relationship management (CRM) platforms, with close to 20% of the global CRM market. It helps businesses of all sizes manage sales, marketing, and customer service activities to provide the most value for their customers.
While Salesforce has a built-in deduplication feature to update databases and dedupe customer and sales records, it’s not enough for many businesses (more on this later). But, to start our discussion, it’s important to know what the Salesforce dedupe functionality includes:
- Matching rules: Matching rules are the criteria used to identify duplicate records in Salesforce.
- Duplicate rules: Duplicate rules determine where matching rules are applied and what happens when a matching rule discovers a duplicate.
Matching rules first determine if there’s a duplicate record in your Salesforce records. Duplicate rules then send an alert (on the record you’re viewing) to let you know there’s a potential duplicate record. You can also set up an automatic block of duplicate record creation.
How to dedupe leads, contacts, accounts and opportunities in Salesforce
Every company’s deduplication logic is different and depends on its data sources, database structure, workflows, and ways of doing business. So while there’s no general rule to determine how your organization dedupes records or which of your records survives, there are some guidelines. To get you started on the right foot, follow these 4 steps to dedupe your Salesforce records:
1. Clean and normalize your data
Clean and normalize your data before your deduping process, especially the data fields involved in your deduplication logic. For instance, before extracting a domain, clean up the email and website data, so you don’t extract the domain “ibm.con” from a wrongly typed email address “email@example.com.”
You want emails to match with the right domain, e.g., “ibm.com.” Also, clean up company names that don’t match, e.g., “GE Corp.” and “GE Corporation,” and normalize phone numbers to a standardized system, e.g., “305.668.6868” to “+1 (305) 668-6868.”
2. Identify duplicate records
The next step in Salesforce deduplication is identifying duplicate records in your database or CRM tool. The most common data field to identify duplicates is the email address. You may choose additional fields like phone numbers, website domain, and company to improve your ability to catch more elusive duplicates.
If your customer data exists in multiple systems, decide exactly where the deduplication should happen. In Salesforce? Or other software? (Generally, it’s a good rule of thumb to run your Salesforce deduplication efforts in a data automation platform, as this distributes the clean data to your other systems.)
3. Develop your deduping logic
Once you’ve identified duplicate records in your database, the next step in Salesforce dedupe is determining the surviving or winning records (the records you’ll keep) versus the non-surviving or losing records (the records you won’t keep). Merge the non-surviving records into the surviving records or discard them.
At the start, your deduping logic is likely to have gaps, allowing duplicate records to slip through. Don’t get discouraged! Test, iterate, and improve with each run. Go through many iterations of running your algorithm (in a safe environment). Review the dedupe results, make adjustments to your rules, and repeat the process again to develop stronger deduplication logic.
4. Test and iterate
Test, iterate. Then test and iterate some more. Once you have your deduping logic, test it on a small scale (outside your master database) and continue to improve it until it captures almost 100% of duplicates. You’ll need a sandbox or data management tool for this testing.
Update and dedupe your database when you’re okay with the results. Now you can execute your logic in your Salesforce CRM.
Limitations of Salesforce deduplication features
While Salesforce deduplication tools help remove duplicates, many users find them inadequate. Some limitations of the Salesforce deduplication tools are:
- Salesforce deduplication is a manual, time-intensive process: The Salesforce dedupe process takes a lot of time and manual tweaking. There’s no functionality to select multiple groups of duplicates or schedule automatic deduping.
- You can merge only 3 records at a time: When viewing duplicates, you can only merge 3 records at a time. Regardless of how many duplicates you have, you must repeat the process until all duplicates have been merged.
- There are limited matching rules and options: Salesforce’s duplicate rule looks at only a few fields, like name, email, company name, and phone number. This is okay to find obvious duplicates, but insufficient for hidden dupes that require more sophistication.
- Duplicate records are ignored when importing: Salesforce deduplication tools do not review records uploaded using native import tools, allowing duplicates to enter the system for later deduping.
Signs you need data automation software to back up your Salesforce deduping process
While Salesforce’s deduping functionality is a good start if you run a small organization with few leads and time to spare, it soon becomes inadequate. Your team needs good data automation software if your goal is to scale your sales and revenue engine.
Because of the Salesforce deduplication limitations, you need a powerful data automation tool to oversee and streamline data updates, transfers, and deduping if you run a large organization, have increasing records, or need to process duplicates automatically. You may also need data automation software if your deduping logic requires data from multiple systems and data sets.
Data automation software like Syncari combines cleaning, normalization, deduplication, and integration capabilities in one platform to simplify deduping your database and close all gaps in your deduping logic and process. It then distributes that data to every system you use, not just Salesforce.
Improve your Salesforce deduplication management with Syncari
Syncari, the leading no-code customer data automation software, integrates easily with Salesforce to enable you to dedupe records easily based on your logic. You can easily create rules to find lurking duplicates and merge them in bulk, across all connected systems. Simply define your matching rules and leave it up to Syncari to complete all deduping steps.
Ready to regain control of your CRM databases, erase duplicates, and automate data management and cleaning for greater efficiency across your sales and marketing teams? Begin by requesting a demo of Syncari today. Together, we’ll get Salesforce deduplication off your to-do.