Data Infrastructure
Salesforce Account Deduplication & Ownership Cleanup
Resolved duplicate Account records across Salesforce by building a structured review process using name normalization, confidence-level grouping, and a merge decision framework - then created CRM governance standards to prevent future duplication.
Problem
Duplicate Account records across CRM
Ownership conflicts on same accounts
Inconsistent naming made duplicates hard to detect
No process to prevent future duplication
Reporting reliability impacted
Solution
Account name normalization
Multi-criteria duplicate detection
High / Medium / Low confidence grouping
Merge decision framework
Ownership conflict resolution
CRM governance standards
Outcome
Cleaner Account database
Clearer ownership across CRM
More reliable reporting
Governance standards documented
Repeatable cleanup process built
How It Works
Salesforce Account Export
→ Name Normalization (punctuation, abbreviations, formatting)
→ Duplicate Detection (name, domain, location, owner, activity)
→ Confidence Grouping (High / Medium / Low)
→ Merge Decision Review
→ Ownership Conflict Resolution
→ QA Validation
→ CRM Governance Standards Documented
Tools & Skills
Salesforce CRM
Salesforce Reports
Google Sheets
Apps Script
Data Normalization
CRM Governance