We created an integration between the client’s system and Salesforce to allow a near real-time synchronization of records between the two systems. The integration included a Search Before Create functionality that enables users to search for records across all connected systems based on configurable criteria. To ease the initial data load we developed a Java CLI tool allowing the import and export of millions of records from and to Salesforce.
To prevent data duplication, the team added a powerful data deduplication and harmonization functionality based on complex matching algorithms and survivorship rules in the client’s system. This allows the system to automatically merge potential duplicates if they score a certain threshold and if not, to automatically create Merge Tasks which Data Stewards can review and complete manually. The merge process is based on the Salesforce merge functionality and provides greater visibility, allowing you to operate with thousands of records. Data duplication sets can also be created manually and later reviewed by a Data Steward. We also added a reporting functionality providing an overview of performance factors related to the automated deduplication that runs in the background.
Furthermore, we added a data validation feature through integration with third-party data verification providers, ensuring the entry of only verified and accurate data for address, email, and phone. The Web-To-Object automatically validates data imported to Salesforce from any external sources. We also created a custom D&B integration providing Salesforce records enrichment and augmentation with industry-leading company information from Dun & Bradstreet, including D-U-N-S number and 220+ firmographic, hierarchical and key person data fields.
The solution fully supports Salesforce Classic and Service Console, Lightning Experience, and mobile (Salesforce 1). All components of the application are easily configurable through data mappings.