Universal Containers (UC) has a Salesforce instance with over 10.000 Account records. They have noticed similar, but not identical. Account names and addresses.
What should UC do to ensure proper data quality?
- Use a service to standardize Account addresses, then use a 3rd -party tool to merge Accounts based on rules.
- Run a report, find Accounts whose name starts with the same five characters, then merge those Accounts.
- Enable Account de -duplication by creating matching rules in Salesforce, which will mass merge duplicate Accounts.
- Make the Account Owner clean their Accounts' addresses, then merge Accounts with the same address.
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