Bulk Merge App

Close collaboration resulting in an amazing merge tool.

I'd absolutely recommend this tool. Astreca leveraged their experience to produce a tool that handles our highly customized Saleforce app, with our contacts having 46 child objects. The app allows us to choose the child objects that get merged when a merge run is done. Not only are there the normal options for each different object to reparent all (of the particular object) from the losers or to reparent none from the loser. There is also an option to only reparent the instances (of a given object type) that are not already on the winners. So, not only are the contacts merged. The child objects can also be cleaned up such that they have no logical duplicates on the winner! Another nice feature is that for specified fields on the contact object itself, if the field is null on the winner and not null on the loser, the value from the loser is copied to the winner. With respect to identifying duplicates, the tool can match nicknames to first names where the actual first names don't match. We can add more nickname/first name pairs to this table ourselves. And Astreca has given us the ability to modify the tool if other things (including additional objects) come up in the future. I'm not a developer, but I've gotten the impression that the tool was developed with ease of future modification in mind. Gender, birthdate, salutation and prefix are also looked at in terms of determining if there is a match on top of the fields that you'd normally expect to be looked at. The potential for a duplicate is rejected if the contacts being looked at have a different nonnull value for any of these fields. The interface to run the tool is very user friendly. I don't have anything in particular that I'd want improved in the tool. With hindsight, I'd advise your organization to ensure that the initial sandbox that you provide Astreca has data that covers all use cases. This will save time and flush out/clarify all requirements.

Saving me from thousands of manual merges

Astreca’s bulk duplicate merge tool was a success for our organization at a very reasonable price. We moved into Salesforce with a large amount of duplicates from our old system, which were causing downstream issues for our outreach processes. Their staff worked with us throughout the merge process to understand exactly what was needed (including related records and how our testing sandboxes were utilized), then crafted a plan to develop, execute, test and validate the results. We did identify some missing elements in the first round of testing, and they did a great job of working with us to re-develop and re-test the plan to account for the missing pieces. They delivered in the time-frame promised and their costs were reasonable and well-explained.

Game changer!

Our data was a mess and there was a lot of it. Astreca allowed us to easily and quickly clean up our data - primarily removing duplicate, and in some cases, triplicate accounts. The end result was remarkable. Now the team can search more quickly and the results are cleaner and easier to interpret saving both my team and the consumer valuable time. I would highly recommend using it.

The BEST!!

Astreca has been a true lifesaver! As a small non-profit with a small staff, it can be nearly impossible to to keep track of all duplicate data that sneaks through the cracks. Astreca was able to clean and merge our data effectively, and accurately within a short time - something that would have taken our staff months and months to do!!!!

Like a dream!

Quick, accurate, and SO helpful. I absolutely recommend this solution.