Intelligent data deduplication natively within Salesforce
Intelligent data deduplication natively within Salesforce
Data dedupe

The Business Need

A Salesforce partner wanted to solve the commonly-faced problem of data quality in Salesforce due to the creation of many duplicate accounts, contacts and leads

The partner wanted an app that was completely native to Salesforce and configurable for different countries, regions, and business needs. The major challenge was to be able to run complex deduplication logic using Apex without hitting governor limits.

The partner did not have expertise in Salesforce and was completely dependent on the Lister team for architecture, design, and development of the solution.

Solution

Our team worked on design, architecture, and development of the first versions of the solution and highlights included:

  • A configurable solution that could define different data matching rules for different countries and regions. For instance, strasse in German and street in English would be given low weightage for duplicate matching of addresses.
  • Options to both review and select data to delete or merge manually as well as to auto-merge based on the strength of the match
  • Auto searches at the point of data entry to prevent duplicate data entry

Outcomes  

  • The app was effective in improving data quality for Salesforce customers  
  • Enhanced user credibility and trust of data in Salesforce significantly  
  • Given a 5-star rating on Salesforce AppExchange 
Outcomes Delivered
Testimonial
Head of Professional Services ISV Partner in Australia

As a Salesforce ISV partner, we have been happily working in partnership with Lister for 6+ years. Due to a local technical skill shortage in Australia, it was important for the success of our business that we found an offshore partner.

Lister has done an incredible job at adapting to our needs and the often-complex requirements set out by our customers.

Head of Professional Services ISV Partner in Australia
Product Owner, Payroll

“AND guess what? The Australian Taxation Office gave us the tick of approval this afternoon for being Single Touch Payroll compliant. Guy and I had tears in our eyes when we got the phone call. Fabulous work, everyone!

Product Owner, Payroll
Program Manager CRM of a global building materials company

Your delivery team has shown great commitment in delivering the agreed outputs. The passion of supporting our team and the users are also quite evident, most of the time, even going beyond what was required from their responsibility

Program Manager CRM of a global building materials company
Head IT – HVAC Services Company

I have worked with Lister for the past 4+ years, and can only say good things about my experience of working with their CRM team. They have provided our organization with the development support that we needed on a number of Salesforce and mobile (iOS) projects. They are very responsive and deliver quality work, on time. Looking forward to continue working with them in the future.

Head IT – HVAC Services Company