top of page
How to Choose the Survivor when Merging Duplicate Records
Creating the ‘Primary Record’: Merging Duplicate Records with ActivePrime CleanData Identifying duplicate records in Salesforce is only the first step in ensuring high-quality customer data. The real value comes in the next phase, determining which record should survive the merge. This “primary record” becomes the single source of truth and serves as the foundation for many business initiatives such as AI, marketing communications, customer service, and more. In this article,
Oct 10, 20252 min read
Salesforce Data Quality Journey: When to Start?
Introduction Starting a data quality journey early is critical to ensuring your Salesforce data supports business goals effectively. The...
Feb 13, 20253 min read
Data Cleansing for Salesforce: Best Practices
Salesforce, like many enterprise applications, can accumulate bad data over time, especially when users manually input data. Bad data in...
Jan 29, 20253 min read
Common Salesforce Data Quality Issues
Introduction When organizations think about data quality issues in Salesforce, duplicate records often come to mind. However, various...
Jan 23, 20252 min read
How Can a Data Quality Assessment Identify and Resolve CRM Data Quality Issues?
Introduction ActivePrime’s Data Quality Assessment (DQA) provides your organization with a holistic insight into the current state of...
Jan 8, 20252 min read
Tips for Configuring Clean Data Duplicate Identification Rules
Key Takeaways: Start simple and small, then gradually progress to more complexity Prioritize objects and fields useful in identifying...
Dec 12, 20243 min read
bottom of page