Procare Solutions Internal Ideas Portal
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Status Completed
Workspace Data Platform
Categories Ad-Hoc Report
Created by John Margheret
Created on Jul 26, 2022

RELATED IDEAS

Match Bromley list to contacts/accounts in SF

Meeting Notes:

  • Need to match and merge data - Use facility name, admin, address, emails and phone

  • Dedupe against any lead, opportunity, or contact

  • Blue columns are data we had, orange columns are data bromley got

Bromley List: https://docs.google.com/spreadsheets/d/1bf5NbnXyeRCND13uL-jStkvofOyoma5e9ArHCGxKNOA/edit#gid=794040409

Summary of Request/Idea Create a document with all information from the Bromley list matched, merged, and deduped to SF data.
Acceptance Criteria (Requirements) of Request

Requirements:

  • Create a file that contains all matched, merged, and deduped data between SF and the Bromley list.

  • Create a formula, or automated method for matching, merging, and deduping existing duplicates using defined fields to match.

    • Accuracy requirement of this formula should be at least 80%

    • fields to match against: Facility name (Center name), facility admin (account contact admin), Phone, email person, email center, phone center, phone person
Department of Request Sales
Priority of Request 3 - Somewhat Urgent
  • Attach files