Deduplication & Mass Updating of Records

Ukończone Opublikowano Jan 5, 2016 Płatność przy odbiorze
Ukończone Płatność przy odbiorze

Hi there,

We have a Salesforce database with over 7000 records that has many duplicates.

We need to : Go through and delete the multiple records of contacts

Rules :

For choosing the right contact

- If there is more than one contact, keep the one with the email that is the company URL ( i.e. [url removed, login to view] vs [url removed, login to view] )

- If not, keep the one with the most current update or time stamp.

- An oddity to know about : Know that sometimes ACCOUNTS have different names as well. Ideally we want one. So if we have The Cola Cola Company and Coca Cola or Coke, they should all be under The Coca Cola Company. My team can fix these in bulk once all the contacts are updated. This could mean the same person is associated with an account that is spelled differently. Ideally we keep just ONE record for the contact with ONE account.

- For the data associated with the contact : We want to keep the notes if possible.

The file is now included.

CRM Wprowadzanie danych Przetwarzanie danych Excel

Numer ID Projektu: #9241612

O projekcie

50 ofert Zdalny projekt Aktywny Jan 5, 2016

Przyznany użytkownikowi:

vinodnaughty

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$100 USD w ciągu 3 dni
(167 ocen)
6.2

50 freelancerów złożyło ofertę za $69 w tym projekcie

flashsaiful

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6.3
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6.0
Venkylancing

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6.3
RSUKANTA2014

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5.8
webexpertkunal

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