Overview
Deduplication is the process of merging duplicate data to a single record. The CaliberMind platform connects with your CRM to extract data. As it is extracting the data, the CM platform will automatically check for duplicate records. If it finds duplicate records it will merge the records (If there is matching information) to reduce redundancies in your data.
Because CaliberMind merges the records, you aren’t left with orphaned tasks or opportunities. Having a deduplicated database is a critical step in accurate reporting and efficient processes.
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Account 1 (loser) |
Account 2 (winner) |
Final Merged Account |
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Name: Abc HQ Website: abc.com Industry: Technology Contacts: David Johnson, Michael Smith Opportunities: Terminator 1 |
Name: Abc Website: abc.com Industry: <missing> Contacts: Maria Garcia Opportunities: Terminator 2 |
Name: Abc Website: abc.com Industry: Technology Contacts: David Johnson, Michael Smith, Maria Garcia Opportunities: Terminator 1, Terminator 2 |
Setting up Account Deduplication workflow:
- Create a Custom list in CaliberMind, for example: “FLOW – Account Deduplication”
- Copy and paste the below SQL found in THIS LINK into the list and save.
- Hit "Test" and confirm if the data is shown correctly
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domain |
Used for testing to validate the matching is working. |
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loser_id |
The Account ID to be merged into a winning record. |
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winner_id |
The Account ID to receive partial data from a losing record. |
- Create a new flow:
- Select “Merge records in Salesforce”
- Select the list you created in step 2
- Select the "Account" object
- Set a schedule and/or limit (optional)
- Launch flow!
- Check the log file after the workflow has been completed to see if there were any errors from Salesforce.