08-18-2023 03:10 PM
Like most of us I am working to clean up chaos in our SFDC. We have finally removed all duplicate Leads & Contacts, but now I am left with Contacts that are not currently sitting on the correct Account record.
I am trying to determine if there is any way to leverage DemandTools to move Contacts, via logic, to their correct Account by looking for the Email Domain fields on our Acocunt & Contact object to match.
Example:
Account 1
Email Domain: mydomain.com
Contact 1 [Email Domain:yourdomain.com]
Contact 2 [Email Domain: mydomain.com]
Contact 3 [Email Domain: mydomain.com]
Account 2
Email Domain: yourdomain.com
Contact 4 [Email Domain: yourdomain.com]
Contact 5 [Email Domain: yourdomain.com]
Contact 6 [Email Domain: mydomain.com]
With the end goal to have only the Contacts on each Account where they belong. I am open to the idea of needing to run a series of Modules to achive the end goal. Any insights for this community would be greatly appracited, thanks in advanced.
Solved! Go to Solution.
08-21-2023 04:56 AM
Hi @klabisje ,
Thank you for the detailed request and examples. I think I have a solution that will work for you. I'm assuming that you're going to be using the website domain on the account record, but if not you could just modify what I provide to use a main account email if that's the case. This is a two step process - we're using two steps because if we don't flag the contacts that don't align with the account domain, the system would process all contacts (aligned or not).
Now we're going to use this as a flag to know which records we need to process.
Review the matches to make sure that it is matching as you'd like - essentially you're comparing the Contact's email domain against all accounts and seeing if it matches. If it matches, you're going to have the account ID on the contact be updated with the matched account.
Here's a video showing what I did:
https://www.loom.com/share/ade1f39158e74e0b8cff9813fcd12ba5?sid=95903c4a-426f-40b7-8128-9c7acc8d885a
Hope this helps!
08-21-2023 04:56 AM
Hi @klabisje ,
Thank you for the detailed request and examples. I think I have a solution that will work for you. I'm assuming that you're going to be using the website domain on the account record, but if not you could just modify what I provide to use a main account email if that's the case. This is a two step process - we're using two steps because if we don't flag the contacts that don't align with the account domain, the system would process all contacts (aligned or not).
Now we're going to use this as a flag to know which records we need to process.
Review the matches to make sure that it is matching as you'd like - essentially you're comparing the Contact's email domain against all accounts and seeing if it matches. If it matches, you're going to have the account ID on the contact be updated with the matched account.
Here's a video showing what I did:
https://www.loom.com/share/ade1f39158e74e0b8cff9813fcd12ba5?sid=95903c4a-426f-40b7-8128-9c7acc8d885a
Hope this helps!
09-01-2023 03:16 PM
Thanks so much Anthony, workign though a few aspects of this, but intial tests seem to be promising!
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