How do you move from a duplicate (and possibly triplicate etc.) ridden (over 25, 000) salesforce platform with multiple communities where customer and partner users are recorded and accessed, to a clean, efficient, duplicate-entry proof system and still achieve over 95% duplicate mitigation score?
Well, that’s what Plumlogix Inc. was faced within our latest project dubbed Duplicate Record Reduction.
XYZ reached out to Plumlogix Inc having been failed by their original contractor who implemented a salesforce community platform to register and assess their customer and partner users, to get rid of the over 25, 000 duplicates in their records and implement a system where multiple entries of a user’s data and activity are deterred.
These were not the only issues XYZ faced, but Plumlogix Inc. undertook the challenge to rectify the mess. We decided to break the project into phases to achieve the best possible outcome and deployed a series of strategies yielded more than the expected results.
Once our team of experts analyzed and figured out the strategies to execute for best results, we swung into action. Of course, with a project of this magnitude, challenges are expected which we overcame.