Streamlining Salesforce Success: Eradicate Data Redundancy and Boost Business Efficiency
Published September 16, 2024
Salesforce is a powerful tool to generate de novo leads/accounts and receive them from exogenous systems. However, a frequently encountered problem is the creation of duplicate records. Imposing duplicate detection and mitigation tools upstream of the lead/account creation process is possible in some situations, but not all. Lingk provides a convenient method to not only prevent the creation of duplicate records from exogenous systems but also merge existing duplicates.
Common problems
Burdening the front-end system - In some situations, companies must maintain a homogenous data set between their front-end software and Salesforce to make comparisons between records before integration. This can result in higher storage and performance costs for that system.
Costly Staging Environments - Some companies employ an exogenous staging environment like a SQL database where data is loaded from both systems before comparison. These staging environments can be costly to maintain in terms of licensing and storage, as well as personnel resources to maintain them.
Complex code within Salesforce - In yet other cases, an organization may opt to feed all manner of data into Salesforce and then rely on native flows or APEX code within Salesforce to merge records. Creating and managing complex flows and APEX coding in Salesforce are specialized skills, which are in high demand and command high pay-rates. Organizations that are reliant on this technique are forced to retain highly competitive and expensive staff.
Each of these techniques has advantages, depending on the systems being used. However, they all share some disadvantages that Lingk overcomes.
Lingk solutions
Eliminate Data Redundancy — Our solution eliminates the need to keep Salesforce data in upstream systems because comparisons between both systems can be made in memory through the Apache Spark engine. This cuts down on the data storage burden of those upstream systems.
Eliminate Costly Staging Environments – Like the case of data redundancy, our Apache Spark engine allows for the comparison of records without having to persist them physically. This offers substantial cost savings by eliminating the need for ancillary data storage.
Simple Low-Code Platform and Pre-Built APEX – Our solution is a hybrid method where the criteria for merging duplicates is easily defined in our low-code platform and that criteria feeds into a pre-built APEX class that executes the merges; no need to hire an APEX developer.
No Merge Criteria Limits – Most duplicate management tools for Salesforce only allow you to use fields available on the records on interest to define merge criteria. Our ability to join and collate Salesforce objects via simple SQL allows you to also use fields from all related objects to define merge criteria.
Valuable Business Intelligence – Our SQL-based platform allows you to create sophisticated data tables with information about the records that are being merged. This data can be exported as physical files (csv, Excel, etc.) or, persisted in a business intelligence environment that can provide insights about where and why you are receiving duplicates in the first place.
Summary
We offer a robust solution to the common problem of duplicate records in Salesforce, bringing significant business value to organizations. Traditional methods of duplicate detection and mitigation often involve cumbersome communication between systems, leading to data redundancy and costly staging environments. Our platform eliminates the need to keep Salesforce data in upstream systems, making in-memory comparisons through Apache Spark. This approach not only reduces data storage burdens but also saves on ancillary costs.
About Lingk
As a strategic partner for business transformation, Lingk combines innovative technology and strategic services to unlock, unify, and innovate with data. Our All-in-One platform, with AI Agents, integrates and optimizes enterprise data, fostering unprecedented business insights. Committed to revolutionizing business process automation and business intelligence, Lingk empowers organizations to achieve groundbreaking transformation.
With Lingk, let's unlock the potential of your data and reshape the future of business together.
