Case Study
Salesforce: Automated deduplication
and merging using composite app
Overview
Problem
Statement
Amtex
Solution
Insights
This manufacturing company is the largest steel providers and metals recyclers in US with six steel mills, eight steel processing facilities, two iron production facilities, over 90 metals recycling locations and six steel fabrication plants.
Currently their Salesforce CRM application uses Account object to track their accounts and leads at different hierarchy level along with various other objects to track their orders. SDI serves same customers in different regions thus leading to hierarchical client structure base.
The related orders, shipping history, etc. could not be brought under the hierarchical structure thus leading to incomplete or erroneous data. Also, the data were brought into Salesforce from 2 different ERP sources, leading to duplicate records. The sales team found it difficult to refer to or update data corresponding to accounts due to duplicity.
Currently their Salesforce CRM application uses Account object to track their accounts and leads at different hierarchy level along with various other objects to track their orders. SDI serves same customers in different regions thus leading to hierarchical client structure base.
The related orders, shipping history, etc. could not be brought under the hierarchical structure thus leading to incomplete or erroneous data. Also, the data were brought into Salesforce from 2 different ERP sources, leading to duplicate records. The sales team found it difficult to refer to or update data corresponding to accounts due to duplicity.
Amtex suggested Heroku to the SDI to seamlessly integrate records to third-party database PostgreSQL for data manipulation.
Amtex gave a custom solution to manipulate records in bulk in PostgreSQL to achieve the required hierarchical structure for the Account records.
The related Shipments and Orders were correspondingly assigned to the hierarchy of the parent Account records thus leading to cumulative data for the sales executives.
Amtex gave a custom solution to manipulate records in bulk in PostgreSQL to achieve the required hierarchical structure for the Account records.
The related Shipments and Orders were correspondingly assigned to the hierarchy of the parent Account records thus leading to cumulative data for the sales executives.
"This manufacturing company is the largest steel providers and metals recyclers in US with six steel mills, eight steel processing facilities, two iron production facilities, over 90 metals recycling locations and six steel fabrication plants."
Existing Process
- Two different ERP sources lead to duplicate and erroneous records.
- The lack of hierarchical structure lead in errors in getting reports and dashboards for the accounts
- Sorting out child accounts and manual deduplication of the accounts was highly time consuming leading to ineffective process.
- Data visibility issues due to multiple unsynchronized record types.
Amtex Solution
- Implemented a solution to detect potential matches of similar accounts from the ERP sources and create a combined customer account (Golden Account) with seamless integration with PostgreSQL using Heroku & Python Scripting..
- Implemented logics to manually merge and unmerge matched accounts additionally.
- Functionality to roll up all related data to the Hierarchical Parent Account or the Golden Account.
- Secure user permissions-Ensure users only with required permissions can handle the Accounts.
- A clear structured data hierarchy layer.
- Cleansed data.
- Seamless rollup of data to GA.
- Manual Merge and Unmerge Application Secure data.
- Customized Dashboards of rollup Orders.
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