Salesforce - Duplicate Contact Identification and Merge

Completed Posted 5 years ago Paid on delivery
Completed Paid on delivery

We need someone with expertise in Salesforce and data de-duplication/cleansing for the following:

1. Provide an Excel (or comparable) report showing all exact and near matches between contact records. Anything over a 60% match ratio should be reported.

An example match:

Contact 1 = John Smith / 1000 Paddington Road Chicago Illinois

Contact 2 = John M Smith / 1000 Paddington Rd. Chicago IL

2. Match comparison should take place on common fields such as email, name, address, phone, etc

3. Report should be sorted by matched records so matched duplicates appear together on consecutive rows.

4. Match ratio should be shown if possible (i.e. 88% match)

5. Report will be examined by us and we will identify the Master record that all of its duplicates should be merged into.

6. You will use this data to merge those records together in Salesforce (using Upsert or any other best practice you suggest)

7. Child objects within each Child record should be maintained. For example, in the above example for John Smith, if John Smith is the Master record and has 3 notes attached, and John M Smith is the Child record merging into the Master and John M Smith has 2 notes attached... those 2 notes should be added to the 3 in the Master record.

CRM Data Cleansing Excel Salesforce App Development Salesforce.com

Project ID: #17128778

About the project

62 proposals Remote project Active 5 years ago

Awarded to:

kumaresanm1990

We can group the contacts based on the fields we have on contacts as unique values such as name, email, phone. I can able to extract this report & based on this we can decide which contact to keep & which can be delete More

$777 USD in 7 days
(69 Reviews)
6.7

62 freelancers are bidding on average $1037 for this job

Innovative116

Hi there. I am full time data processing expert. Identifying duplicate record and merging with original one will be done with 100% accuracy. It will be a complete manual process. I will appreciate if you can share amo More

$1000 USD in 5 days
(325 Reviews)
8.4
mirniyazuddin92

Dear Sir/Ma'am, I can do Salesforce - duplicate contact identification and merge. If you have questions or doubts about anything, please feel free to ask me. Sincerely, Mir

$750 USD in 20 days
(377 Reviews)
8.1
Dhruvika111

Hello there! I have reviewed your requirement and would like to offer you my services as We are expert in Salesforce and Sorting. I would like to clarify few points, please reply so that we can discuss further. Looki More

$755 USD in 8 days
(344 Reviews)
7.7
singhalp

Hi There, I've carefully read the job description. I am a seasoned Salesforce Consultant/Developer with 6+ years of experience. I am highly trained Salesforce:registered: certified with a strong knowledge of Salesforce More

$1250 USD in 30 days
(45 Reviews)
7.5
ShreyShrma

Hello, Hope you are doing well :) I would love to have the opportunity to discuss your project with you. May I ask about your Salesforce edition? We have worked on environments of companies like “Deloitte” More

$1000 USD in 15 days
(28 Reviews)
6.8
katilinas

Greetings, I'm ready to work on duplicate contact identification salesforce project. I have lot of experience in fuzzy look up match. Relevant Skills Excel, VBA, fuzzy look up 30 % of employers hiring me once hired More

$1197 USD in 22 days
(117 Reviews)
6.6
ashishboori

Hello There, I can create this report utility for you which will show you the match % along with the matched records grouped together. It will take me max 5 days to finish this project and you can use this tool to m More

$1000 USD in 20 days
(8 Reviews)
5.0
aanvikm

Hello Sir, I am an expert with sales force and excel VBA programming and I should be able to help with the data redundancy problem. Thanks Aanvik

$1333 USD in 10 days
(13 Reviews)
4.9
cyash61

Hello, I am a data analytics and transformation consultant with more than 6 years of experience working with data processing for clients across the globe at large scale. Please ping to discuss this in detail. More

$1000 USD in 20 days
(6 Reviews)
4.2
akhileshgandhi

Hello, I have a total of 18 years of experience out of which I have worked for 12 years in the US. Have done a lot of work with Apex and Visual force. have recently released two apps in the app store which is in Visua More

$1000 USD in 10 days
(18 Reviews)
4.9
salesforceninja

Hi! I can set up the report in a 3 days time, we'd set up a custom field with added processing to match with similar records and use that metric to pull a report. You'd have a nicely formatted report sorted according More

$1499 USD in 3 days
(5 Reviews)
4.1
saeedyasir

Hi I have a team of experts in SalesForce that will merge duplicate data with no issues. How about we discuss it in more details?

$888 USD in 20 days
(4 Reviews)
3.7
shefalivinchurka

Hi, I’m a certified salesforce developer and admin having 4yrs of exp. I’ve worked on configurations, customizations and integrations projects. Would be glad to work on this too! Thanks!

$1250 USD in 20 days
(2 Reviews)
3.8
dharti1219

My name is Dharti Patel and I am Salesforce Certified Admin. I have done data entry and including data cleans up for my full time job. From this month, I decided to switch freelancer after last project as I was spendin More

$888 USD in 8 days
(0 Reviews)
0.0
ritvija

Working at salesforce platform and exploring freelancing job scope. One Excel provided will know tool used for match( Simple will FName, LName, Email, Address.) Once review on accuracy of tool, will be able to impor More

$750 USD in 20 days
(0 Reviews)
0.0
gurramb

I have four years of experience in Salesforce and certified as App builder and Platform Developer 1. I also have experience in data management in salesforce which is important for this project.

$777 USD in 20 days
(0 Reviews)
0.0
PlanForce

I am certified salesforce application architect. let's chat

$888 USD in 5 days
(0 Reviews)
0.0
pulkitagrawal007

I have experience in Salesforce Technology and certified in platform app builder Relevant Skills and Experience Experience in developing lightning component, apex, etc

$1111 USD in 20 days
(0 Reviews)
0.0
preet45

Hello Sir, Below is my Skills. • Proficient as Techno-Functional Consultant & Project Lead using Agile Methodology. • Experienced in full life cycle implementation (SDLC), testing and production support. • Sale More

$750 USD in 20 days
(0 Reviews)
0.0
rohitt83

Hi, I am sales force certified Platform Developer I and II. I have experience on finding duplicate contacts and merge them.

$750 USD in 15 days
(0 Reviews)
0.0