Duplicate records are one of the most common and costly data problems facing nonprofits. They distort your reporting, undermine donor engagement, and create hours of manual work for your team. We take the guesswork out of deduplication with a structured, end-to-end process that identifies, reviews, and safely merges duplicate records in Salesforce — backed by a complete Deduplication Management Strategy tailored to your organisation.
Deduplication Management Strategy
We review your current processes and business rules to build a strategy that fits your organisation.
Duplicate Identification & Reporting
We go beyond Salesforce’s native tools to surface the full extent of your duplicate problem.
Pre-Merge Review & UAT
Before a single record is merged in production, we give your team full visibility and sign-off.
Production Merge & Handover
Once approved, we execute the merge in your live Salesforce org and leave you with everything you need to manage deduplication going forward.
Why Deduplication Matters
Duplicate records don’t just make your data look messy — they affect every interaction your organisation has with donors, volunteers, and beneficiaries. A structured deduplication process ensures your team is always working from a single, accurate view of each person.
