After chatting with our nonprofit customers, we noticed that merging contacts on different accounts results in orphaned accounts that auto-convert to “Anonymous” accounts — leaving a gap into your view of important opportunity data (like donations, grants, allocations, and more).
Cloudingo took action and created a "Hybrid Merge" to not only merge duplicate contact records but their respective household accounts (and any opportunity data associated). This gives you a holistic and centralized view on your contacts and accounts without sacrificing data.
Check out our latest blog to learn more: Nonprofit Success Pack: Deduplication 101
If you're struggling with orphaned households, get in touch here.
Hi @TJ Warfield! Thanks for reaching out.
The article you shared is referring to the Salesforce native duplicate blocking which has its own set of limitations. Cloudingo is a 3rd party system that cleans up existing duplicates in bulk and isn’t limited to merging 3 records at a time. If you want to learn more, here is an article on the limitations of Salesforce duplicate management.
To answer your questions:
- Yes, we handle mass merging of contacts and households.
- For the related data, we don’t control how that carries over (Salesforce does). For a child contact, it will work the same way it is handled if they perform the merge in Salesforce directly. Hybrid merge simply performs both the contact & household merges simultaneously to prevent the creation of an anonymous household all together (while transferring associated data into one/centralized household). A multi-contact household gets merged in the same ways as a single contact household, the end result being a single household will all of the related and relevant contacts.
Hope this helps! I'm happy to get a call scheduled if you have more questions.
