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Salesforce clean-up part 2: lead clean-ups, merge duplicate records

Description

This is Part 2 of the Salesforce clean-up tasks.

For the leads, we will want to continue by:

  • removing spam/test leads

  • fixing leads that have multiple email addresses on one line

  • removing duplicate leads

  • adding country for the leads that still require it

Also part of this task will be removing/merging duplicate accounts and duplicate contacts.

Activity

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Dayna Harp June 11, 2015 at 1:01 PM

What is the status of this? Can it be closed? Should we open a project "Mifos X Research" to keep these types of issues out of the dev's worklist?

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Created December 18, 2014 at 9:40 PM
Updated September 25, 2015 at 4:50 PM