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I've looked high and low, and still don't have clarity about creating an account lookup alias/nickname/another name known by.  Is this possible in Nonprofit Cloud? I'm most recently coming from Raiser's Edge and fully expected to be able to deploy something like this in order to reduce account duplication. Our organization has lots of non-data folks creating accounts on a regular basis and the duplication situation is a problem. 

 

I'm grateful for any information out there is Trailblazer-land might be able to provide!

4 respuestas
  1. 18 feb, 19:35

    @Dara Picard are you trying to replicate this functionality

    from Raiser's Edge? There is nothing out-of-the-box in Salesforce, but it would not be difficult to build.  

     

    You should be able to create a custom text field (labeled Alias or whatever you like) and use that in

    Matching Rules/Duplicate Rules

    , which are standard Salesforce functionality to surface potential duplicate Account records.  

     

    You may run into limitations with the native Salesforce functionality, but third-party duplication tools can provide additional flexibility around matching. (

    Apsona, Duplicate Check, etc)

  2. 19 feb, 14:24

    @Rachel Ciprotti, yes. We have everyone in a rapidly growing org creating accounts, and the Raiser's Edge type alias function would be really useful for us. Thank you for the suggestions. 

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