Data already in SF

What to do, when you already have records in Salesforce that are either duplicates, or not completed, not updated etc

• Duplicate prevention and matching is not always possible as at times you may not have enough data available for such rules.
• Duplicate sources include people completing multiple forms or submitting info via multiple channels

Considerations

• Is there capacity to manage duplicates on an ongoing basis? Does this capacity come from central sources (e.g. SF Admin) or from the users connected to the data? If so, how would users identify ‘their’ duplicates?
• Multiple methods to merge duplicates:
• Core/standard can merge accounts (identify by search on account name, must have similar names to bring up results, search only available in classic). Can merge contacts who are in the same account.
• NPSP contact merge can merge contacts and will also merge associated households

Best practices

• Understand to what extent you are attempting to prevent the creation of duplicate data by matching within the integration set up, and to what extent you need to clean up duplicate data that gets created/is not matched.