Find Jobs
Hire Freelancers

Salesforce - Duplicate Contact Identification and Merge

$750-1500 USD

Terminado
Publicado hace casi 6 años

$750-1500 USD

Pagado a la entrega
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.
ID del proyecto: 17128778

Información sobre el proyecto

62 propuestas
Proyecto remoto
Activo hace 6 años

¿Buscas ganar dinero?

Beneficios de presentar ofertas en Freelancer

Fija tu plazo y presupuesto
Cobra por tu trabajo
Describe tu propuesta
Es gratis registrarse y presentar ofertas en los trabajos
Adjudicado a:
Avatar del usuario
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 deleted. I can write a batch job to process this deletion of duplicates & moving its child records into master contact record. Do we really to worry about reports before running this having % of matching etc. Let me know if you are interested to proceed with me. Thanks!
$777 USD en 7 días
5,0 (69 comentarios)
6,7
6,7
62 freelancers están ofertando un promedio de $1.037 USD por este trabajo
Avatar del usuario
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 amount of work involved, so can give you exact time frame and quote for the project. I have years of experience merging/manipulating spreadsheet data. Please check my feed backs for my expertise. Once that us done, I will upload the contact to salesforce. Ready to start right away. Looking for more discussion via chat. Best, Harish
$1.000 USD en 5 días
4,9 (325 comentarios)
8,4
8,4
Avatar del usuario
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 en 20 días
4,9 (377 comentarios)
8,1
8,1
Avatar del usuario
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. Looking forward to hearing from you Thanks Brad
$755 USD en 8 días
4,7 (344 comentarios)
7,7
7,7
Avatar del usuario
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 Architecture, Design, and Development along with experience in Salesforce configuration and customization. I can surely help you out in this, I have good experience in Salesforce and data de-duplication/cleansing. I can help consolidate all of your customer data in one easily accessible place, without compromising the integrity of your existing enterprise systems. I have a deep expertise in Salesforce development, customization, AppExchange Apps, community projects, Lightning UI and complete Salesforce development. I've expertise with triggers, Workflows, API integration, Classes, Building communities, Portal, AppExchange app, Visual force pages & Salesforce admin. If this is something you are looking for then I would be the right choice. Also, I believe communication is key to any successful project, and I’d like to start things off on the right foot but suggesting we schedule a phone call to discuss the project further. Thanks & regards, Piyush
$1.250 USD en 30 días
4,7 (45 comentarios)
7,5
7,5
Avatar del usuario
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” and “James Group of Marcus Millichap”. My recent projects consist of "Deloitte Access Economics" which is a part of Converge Health. Also, we have worked with company EnHasen Performance (Data Import, Data export, Reports, Dashboards) based on the Australia and Trinity System on their product RealtimePSO (Automation of Credit Card & ACH Payment method) based on the US. Currently, we are working with MetricStream which is based in California for their requirement of Custom Quota Forecasting and creating custom Reports and Dashboards accordingly. We have worked with ARCC Space project which is a Singapore Based company the project includes the implementation of their whole sales process, all the automation's, workflows, standard object implementation etc. We have worked on a project for VerifyTx Pvt Ltd which basically requires a Salesforce app to be created which integrates Salesforce with their server. Also, we have worked with Art of Living for their requirements we used Twilio and Python to provide a robust solution for IVR of Non-Profit Organization. Please let me know a time that works best for you and I will make sure that I make myself available. Thank you for your time & consideration. Best regards, Vaibhav Vyas
$1.000 USD en 15 días
4,9 (28 comentarios)
6,8
6,8
Avatar del usuario
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 me again.
$1.197 USD en 22 días
5,0 (117 comentarios)
6,6
6,6
Avatar del usuario
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 merge related contacts from same screen. I'm expert at creating custom solutions and can assure you of quality work on time and budget. If you did like my profile I'm interested in discussion/getting started. Kind Regards, Ashish Boori
$1.000 USD en 20 días
5,0 (8 comentarios)
5,0
5,0
Avatar del usuario
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
$1.333 USD en 10 días
5,0 (13 comentarios)
4,9
4,9
Avatar del usuario
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. Best, Yash
$1.000 USD en 20 días
5,0 (6 comentarios)
4,2
4,2
Avatar del usuario
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 Visual Force. Below is a list of your requirement: - Excel (or comparable) report - comparison of common fields - Report of duplicate records - Match ratio should be 88% - A Master record - merge that records with Salesforce { This all development I can develop but need more discussion.} I offer a free trial of my work for 3 days. If you like what I do then decide to award me Project. This way you have zero risks of losing money with unknown people. again before trying any freelancer give our work try free of cost.
$1.000 USD en 10 días
4,4 (18 comentarios)
4,9
4,9
Avatar del usuario
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 to the match ratio. So the most similar records are at the top and easier to merge. Just send me quick message and I can take you through the planned course of action. I'm a developer who has spent time working at a Sales Partner firm building apps for microfinances and small banks. Presently, I work with non-profits, donning hats as a Developer, Analyst and a Trainer. Best, Allen
$1.499 USD en 3 días
4,9 (5 comentarios)
4,1
4,1
Avatar del usuario
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 en 20 días
4,5 (4 comentarios)
3,7
3,7
Avatar del usuario
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!
$1.250 USD en 20 días
4,2 (2 comentarios)
3,8
3,8
Avatar del usuario
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 spending too much time on commute. I can share my data cleans up work using formulas. I am ready for this work and I will try to optimize effort with my Excel skill/Experience. As I worked at client location, I don't have portfolio to show case but happy to discuss with you and share reference if required. You can share sample of work, I will do POW (proof of Work) before you hire me. I will be awaiting your response to discuss this in detailed. Thanks Dharti Patel
$888 USD en 8 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
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 import records.
$750 USD en 20 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
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 en 20 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
I am certified salesforce application architect. let's chat
$888 USD en 5 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
I have experience in Salesforce Technology and certified in platform app builder Relevant Skills and Experience Experience in developing lightning component, apex, etc
$1.111 USD en 20 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
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. • Salesforce configuration (technical & functional administration) • Developed Salesforce support team for large sales organization • Able to develop new projects from scratch • Data validation/reconciliation. • Strong experience in Salesforce Development and Design • Understanding Business Requirements and Functional Requirement Specifications • Proficient in Migration/Integration using apex data loader & middle-ware tools • Implementation and Integration experience using Custom objects, Triggers, Process Builder, Visual flow, Workflow rules, Approvals. • Provide Training/Presentation to end users.
$750 USD en 20 días
0,0 (0 comentarios)
0,0
0,0
Avatar del usuario
Hi, I am sales force certified Platform Developer I and II. I have experience on finding duplicate contacts and merge them.
$750 USD en 15 días
0,0 (0 comentarios)
0,0
0,0

Sobre este cliente

Bandera de CANADA
huntley, Canada
5,0
192
Forma de pago verificada
Miembro desde ago 24, 2005

Verificación del cliente

¡Gracias! Te hemos enviado un enlace para reclamar tu crédito gratuito.
Algo salió mal al enviar tu correo electrónico. Por favor, intenta de nuevo.
Usuarios registrados Total de empleos publicados
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Cargando visualización previa
Permiso concedido para Geolocalización.
Tu sesión de acceso ha expirado y has sido desconectado. Por favor, inica sesión nuevamente.