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Groupes* Sales Cloud - Best Practices *Question de Mike Ackerman
Mike Ackerman a posé une question dans * Sales Cloud - Best Practices *
3 juin 2024, 22:54

How do I quickly clean up potentially thousands of duplicate leads?

I recently started a new role at a new company and have been handed Salesforce Sales to manager. The company uses MailChimp and linked the two accounts resulting in ~3,700 new Leads to flood into Salesforce. However, most of those Leads don't have a first and last name associated with them, so they are a mess.

 

The larger issue is that some of those leads share email addresses with Contacts.

 

I've looked at both Custom Matching Rules and Custom Duplicate Rules and it appears our account has them set up.

 

Is there anyone who can explain like I'm five on how to get at least the Leads with the same email addresses as Contacts removed?

4 réponses
  1. Nanthini R (QR solutions)
    4 juin 2024, 01:13

    Step 1: Prepare Your Data

    1. Export Contacts and Leads:
      • Go to the Reports tab in Salesforce.
      • Create two reports: one for Contacts and one for Leads.
      • Ensure both reports include the Email field.
      • Export these reports to CSV files.

    Step 2: Identify Duplicates

    1. Use Excel or Google Sheets:
      • Open both exported CSV files in Excel or Google Sheets.
      • For simplicity, let’s refer to them as Contacts.csv and Leads.csv.
    2. Find Duplicate Emails:
      • In the Leads.csv, create a new column to flag duplicates.
      • Use a formula to check if the email in each lead exists in the Contacts.csv.
        • Example formula in Excel: =IF(ISNUMBER(MATCH(A2,Contacts!A:A,0)),"Duplicate","")
      • Copy this formula down the entire column.
      • Filter the Leads.csv to show only rows flagged as "Duplicate".

    Step 3: Remove or Merge Duplicate Leads

    1. Prepare a List of Duplicate Lead IDs:
      • Create a list of Lead IDs that are flagged as duplicates.
    2. Mass Delete Duplicates in Salesforce:
      • Use Data Loader:
        • If you have the Salesforce Data Loader installed, you can use it to mass delete leads.
        • Create a CSV file with only the Lead IDs you want to delete.
        • In Data Loader, select the Delete function.
        • Select Leads as the object.
        • Upload the CSV file with the Lead IDs and proceed with the deletion.
      • Alternatively, use Data Import Wizard:
        • Go to Setup.
        • Enter Data Import Wizard in the Quick Find box and select it.
        • Follow the prompts to delete the leads using the CSV file with Lead IDs.

    Step 4: Prevent Future Duplicates

    1. Set Up Duplicate Rules and Matching Rules:
      • Go to Setup.
      • Enter Duplicate Rules in the Quick Find box and select it.
      • Ensure there is a Duplicate Rule set up for Leads to check against Contacts using the email field.
      • Adjust or create a Matching Rule if needed:
        • Create a Matching Rule that matches Leads to Contacts based on the email field.
        • Create or adjust a Duplicate Rule that uses this Matching Rule to block or alert users when a duplicate is detected.
    2. Regular Maintenance:
      • Schedule regular checks and clean-up processes.
      • Educate users on data entry best practices to avoid duplicates.
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