Automatically create and Relate Individual Records with Lookup helper
For Compliance with The EU General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), or to Honor Customer's Data Privacy Preferences.
Using the Individual Object and Automating Record Creation and Relationships:
The Individual object in Salesforce is an excellent way to keep track of preferences/have a unified view for a person in your CRM by relating it to multiple other records that may exist for the same person such as Lead, Contact, Donor, Person Account, Community User, or any other object record that stores personal data. Individual records should be created for all existing customers within your Salesforce org and related to their corresponding records. For data accuracy and efficiency, new Individual records should be automatically created when new records (Lead, Contact, etc.) are created, and the Lookup Relationship field should be automatically populated.
Lookup Helper can create new Individual records if they don’t already exist and automatically relate them to any other object records based on record Name/ID or by matching field values. Running a lookup setting in batch will update historical data in your org, and real-time will keep your org up to date as records are added to or modified in your environment. This can be accomplished in a few easy steps, without code.