Data Quality Helper Use Case Library

USE CASE: Finding and Fixing Duplicate Accounts in Salesforce

Problem: Users need to identify duplicate Accounts and reconcile the data

It is not unusual for multiple Accounts to be created for the same company. Sometimes Contacts submit forms and self-supply...

Account, Account Management, Data Quality Helper, duplicate records, project health, merging data

USE CASE: Finding and Fixing Duplicate Contacts in Salesforce

Problem: Users need to identify duplicate Contacts and reconcile the data

There are so many reasons you may have duplicate Contact records in Salesforce. Certainly, user error could be a factor. The...

Contact, Contact Management, Data Quality Helper, duplicate records, merging data

USE CASE: Finding and Fixing Duplicate Opportunities in Salesforce

Problem: Users need to identify duplicate Opportunities and reconcile the data

Opportunities can be created by a number of different lead events. A Contact may engage in various activities that...

Opportunity, Data Quality Helper, duplicate records, merging data

USE CASE: Finding and Fixing Duplicate Cases in Salesforce

Problem: Users need to identify duplicate Cases and reconcile the data

Cases are important drivers of activity and repositories of information and progress within a business. Cases are usually...

Case, Case Management, Data Quality Helper, duplicate records, merging data

USE CASE: Finding and Fixing Duplicate Projects in Salesforce

Problem: Users need to identify duplicate Projects and reconcile the data

Projects usually involve more than one person, so once in a while the same Project might have multiple records created for...

Project Management, Project, Data Quality Helper, duplicate records, project health, merging data

USE CASE: Finding and Fixing Duplicate Orders in Salesforce

Problem: Users need to identify duplicate Orders and reconcile the data

In our just-in-time economy, many business operations functions are lean and as-needed. Efficiency is the hallmark. Inventories...

Order, Data Quality Helper, duplicate records, merging data, managing order history

USE CASE: Finding and Fixing Duplicate Contracts in Salesforce

Problem: Users need to identify duplicate Contracts and reconcile the data

Having duplicate records in Salesforce can cause many problems for a business. In most cases, these records are internally...

Contract, Data Quality Helper, duplicate records, merging data

USE CASE: Finding and Fixing Duplicate Activities in Salesforce

Problem: Users need to identify duplicate Activities and reconcile the data

Activities is an unusual “Object” in Salesforce. It serves as an umbrella Object that actually includes a number of...

Activity Monitoring, Data Quality Helper, duplicate records, merging data

USE CASE: Finding and Fixing Duplicate Campaigns in Salesforce

Problem: Users need to identify duplicate Campaigns and reconcile the data

Generally speaking, having duplicate records in Salesforce is never a good thing. For a number of reasons, users may...

Campaign, Data Quality Helper, duplicate records, merging data