Issue Overview: When multiple leads and contacts share the same email address in Salesforce, it can lead to data duplication, inaccurate customer views, and inefficient marketing and sales efforts.
Data Cloud Identity Resolution: Salesforce Data Cloud offers Identity Resolution as a powerful tool to address this issue. It helps in merging and unifying data from multiple sources to create a single, comprehensive customer profile.
Process:
* Data Ingestion: Import lead and contact data into Salesforce Data Cloud.
* Identity Resolution Rules: Configure Identity Resolution rules to match and merge records based on key identifiers like email addresses.
* Unification: The tool consolidates records that share the same email address, eliminating duplicates and ensuring a single view of each customer.
* Continuous Updates: As new data comes in, Identity Resolution continuously updates and maintains the unified profiles.
Benefits:
* Accurate Customer View: Reduces duplicate records and provides a complete view of each customer's interactions and history.
* Improved Efficiency: Streamlines marketing and sales efforts by targeting a unified customer profile.
References:
* Salesforce Data Cloud Identity Resolution
* Salesforce Help: Identity Resolution Overview