Data Quality
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I'm working on merging our Non Profit into NPSP. One of the concerns our team brought up in a meeting was the issue of importing foreign characters. Can they be cleanly imported with the rest of our data (We'll be importing more than 10,000 contacts and accounts when it's all over)? Do we have to "Transliterate" them so the names can be imported with English characters? Do we have to separate out all of the non-English names and records and import them separately?
I've tried searching around a bit in the help files but I'm having trouble finding a clear answer. Do you guys know?
May 9, 2023, 7:43 AM Hi @Justin Culp , are you doing a lift and shift or looking to add value by adding some additional steps in the process? those steps being Data Quality, Migration Assurance approach when merging your data and ensuring a data quality integration occurs.
I ask as this will make a difference to my answer.
Thank you
Alasdair
I have a new client that is currently using Cloudingo to dedupe and bulk merge contacts from an external database (used by their website) before entering the data into Salesforce. As result, they have a couple thousands of Anonymous Household records, some are empty and some are linked to the correct (merged) Contact records. Because of the volume of contacts they merge weekly, using the Merge Household or Contact Merge features is not a feasibly option. I have a workaround to resolved the current issue.
@Nonprofit Success Pack @Salesforce.org System Administrators
Dec 21, 2021, 5:45 PM @Sandy Jandu - I didn't know that Cloudingo had a feature to delete empty HH records! FYI
This is the question that spurred my most recent post on using a Google Script to allow multi-select behavior in a Google Sheet. With this innovation, end users can clean data in a spreadsheet environment (including MSPLs), rendering valid data in the appropriate format for upload. I'd love to hear what you think! https://thedataarealright.blog/2021/11/03/how-to-populate-multi-select-picklists-in-google-sheets-and-salesforce/
Welcome to our NEW Data Modeling 101 webinar! Are you a new Salesforce Admin and struggling to create a new data model? Do you want to learn more about junction objects and how to create this powerful 'object glue' in your org? Look no further and sign up TODAY!
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Before you head into the nice, long Labor Day Weekend be sure to register for one of our newest webinars for NEXT Thursday. Come talk with me and @Jose Cantu and get your data modeling questions answered!
Welcome to our NEW Data Modeling 101 webinar! Are you a new Salesforce Admin and struggling to create a new data model? Do you want to learn more about junction objects and how to create this powerful 'object glue' in your org? Look no further and sign up TODAY!
Register here for the Data Modeling 101: https://sfdc.co/bRr7zI Every other Thursday, 9 AM PST
#Data Management #Data Modelling
Register here for our other webinars: http://bit.ly/GSWebinarRegister
Welcome to our NEW Data Modeling 101 webinar! Are you a new Salesforce Admin and struggling to create a new data model? Do you want to learn more about junction objects and how to create this powerful 'object glue' in your org? Look no further and sign up TODAY!
Register here for the Data Modeling 101: https://sfdc.co/bRr7zI Every other Thursday, 9 AM PST
Next sessions is August 26th
Register here for our other webinars: http://bit.ly/GSWebinarRegister
Aug 22, 2021, 4:24 PM I have a standing meeting on Thursdays at the same time as the webinar, are these recorded for later viewing? thanks
Good Morning from the PNW! We have an excellent, new webinar and wanted to share with this group.
Welcome to our NEW Data Modeling 101 webinar! Are you a new Salesforce Admin and struggling to create a new data model? Do you want to learn more about junction objects and how to create this powerful 'object glue' in your org? Look no further and sign up TODAY!
Register here for the Data Modeling 101: https://sfdc.co/bRr7zI
Every other Thursday, 9 AM PDT