Category: Salesforce

How I Fixed It: Duplicates of an Object with Two Lookups

This is a series of posts about data cleanup in Salesforce. The goal is to IDENTIFY, FIX, AND PREVENT data issues. The Problem We created a custom object that relates Contacts with each other ("Relationship") using two lookup fields ("Primary Contact" and "Secondary Contact"). Over time, a rogue form created up to 10 of the same record. … Continue reading How I Fixed It: Duplicates of an Object with Two Lookups →

How I Fixed It: Improperly Formatted Contact Names

This is a series of posts about data cleanup in Salesforce. The goal is to IDENTIFY, FIX, AND PREVENT data issues. The Problem We have a series of forms (for making a donation or signing up for a program, for instance) that create Contact records in Salesforce. Some people type in all caps (e.g. BOB … Continue reading How I Fixed It: Improperly Formatted Contact Names →