I’ve been working with nonprofits using Salesforce since 2006. In my first experience with Salesforce I was as an employee of a nonprofit organization using Salesforce. I now work with KELL Partners, a consulting firm that implements and supports Salesforce-based solutions at nonprofit organizations. If I took a poll of organizations I’ve worked with and asked them “What is your top pain point in Salesforce that’s the most difficult to solve?”, I think the answer would be the same across the board: finding, managing and preventing duplicate records.
No harried nonprofit staffer sits down at their desk and thinks, “I’m going to create some duplicate records because I have nothing better to do.” If they knew they were wasting their time creating a duplicate record, they wouldn’t do it. One less duplicate to worry about later. This is why Unique Entry 2.0 is so amazing.
Why is duplicate management such a challenge for nonprofits? Thanks to the flexibility of the Force.com platform, we can adapt Salesforce for a hybrid business-to-constituent/business-to-business model. In order to achieve this hybrid model without having to activate Person Accounts, many organizations use the apps provided by the Salesforce Foundation, known collectively as the Nonprofit Starter Pack (NPSP).
The default setting for managing individuals in the NPSP is a one-to-one account model. That means that every contact has a single account, but that account only serves to support the single contact connected to it. Think of it like Person Accounts in reverse. Salesforce Person Accounts take the contact’s attributes and makes it part of the account and that lets the account behave like a contact in many ways. NPSP’s one-to-one model takes the account’s attributes and makes it part of the contact and that lets the contact behave like an account in many ways.
Consider the nightmare of manually deduping thousands of contacts each with its own separate account in Salesforce. Most after-the-fact deduplication tools behave poorly in this scenario, leaving a mess of orphaned or still duplicated opportunities, contact roles, households and other related records. Other preventative apps simply don’t work because of the Nonprofit Starter Pack’s triggers which automatically create that mirror account record when new contacts are created and therefore conflicts with the dupe management app’s code which is also waiting until after the record is saved to act.
Unique Entry 2.0 is different. It doesn’t matter how a nonprofit has customized their layouts, or what applications they’re using that alter behavior after a record is saved. It just works. Users won’t even know it’s there until they’re about to create a duplicate record, and the fields displayed can be customized to include information that is most helpful to the user who has to decide whether or not it’s really a dupe.
As someone who has spent the last 7 years active in the community of nonprofits using Salesforce, I’m thrilled that Ringlead released Unique Entry 2.0 and I’m grateful that they are offering this fabulous app for free to nonprofit organizations. Thank you!
That’s a little more money these great organizations could be spending on their mission instead of cleaning up dupes in their database that could have been prevented.
Finally, simple and proactive dupe prevention that has no barriers for nonprofits.