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Data Infrastructure
Salesforce Account Deduplication & Ownership Cleanup
Reviewed roughly 10,000 Salesforce accounts and cleaned up about 800 duplicate records using name normalization, confidence-level grouping, and a tiered merge framework. This was the same account base I later enriched in the CRM enrichment project. Then set 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