I work in the non-profit sector and use the Salesforce data cleaning tool to remove duplicates. However, duplicates often occur because donors use aliases (for example, different names or email addresses) and some choose to remain anonymous. What data cleaning strategies do you use to handle these challenges? Our team is small, and we have around 5,000 to 10,000 records to clean.
Feel free to ask me anything to provide better context of my situation!
Jennifer's process is the standout here, and her trick of letting a non-admin do the merging through a Flow is clever. Jason's warning about Apsona leaving anonymous household records behind is worth noting. For 5,000 to 10,000 records, staged cleanup with manual review for uncertain matches is the safer route, as Simran suggests.
