Get rid of duplicate contacts in salesforce.com

Posted on 18 March 2012 by Paul Weeden

Well, it's been a busy few weeks here at Foration towers.  I wanted to share with you a recent issue we had with one of our Salesforce.com clients.

Our client called in a bit of a panic as they had been trying to setup Salesforce for Outlook when it went horribly wrong and duplicated everyone of the sales director's 1200 contacts.  Not good.

 

They had tried to use Plaxo to remove the duplicates but that had caused issues when re-syncing as 90% of the contacts couldn't be removed from Salesforce as they were associated with Cases and other records - which would have resulted in all sorts of data integrity issues.  Still not good.

The only remaining option was to use the built-in merge functionality.  Trouble is, that has to be done through point and clicking and merging 2400 contacts across a few hundred accounts would take over a day!

 

~30 seconds per contact x 1200 contacts = 36000 seconds (10 hours)

 

Pretty tedious task and not the best use of anyone's time.

 

To help with this we wrote a Visualforce Page to allow the director to automatically merge the exact duplicates at the click of a button.  This programme then re-scanned all of the contacts in Salesforce for similar matches and gave the director a chance to merge some close duplicates that he was not even aware of!

Result: A very happy sales director and the IT chaps look like heroes!

Having similar issues?  Get in touch with Paul on 020 7099 9384 to see how Foration can help you.

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