Data Quality Helper Use Case Library

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All Data Quality Helper Use Case Library

USE CASE: Finding and Fixing Duplicate Accounts in Salesforce

Detecting duplicate Accounts

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 Projects in Salesforce

Detecting duplicate Projects

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

Data Quality Helper Use Case Library

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