Hello,
I have opportunity duplicates that I need to consolidate in a recipe or dataflow. Cleaning the data in SF is not an option due to various reasons. See the screenshot.
Basically, my issue is that I have opportunities that are named by different companies. And some opportunities are duplicated and sent to different locations. The naming convention is inconsistent throughout the org so it wouldn't be as simple as identifying something unique in the name. However, the fees are always the same with opportunities that are the same but sent to different locations.
The goal here is to identify duplicate fees and only leave one instance of that fee in a dataset. The issue is that our opportunity data for fees is extremely high because one value is being multiplied by how many times it was sent to a different location.
Is there something I can do in recipe or dataflow to clean this up and have a dataset with clean data?
This is a pretty common challenge. And doing this purely in Salesforce recipes or dataflows can be cumbersome, especially if naming conventions are inconsistent. But there's a smooth, flexible workaround that might save you a lot of hassle.
I'd suggest giving Coefficient's 2-way sync between Salesforce & Excel/Sheets (from the AppExchange) a try.
Here’s how Coefficient can help:
- Export your opportunity data, including Opportunity ID, Fee, and Location into your spreadsheet.
- Once you have that in a sheet, it becomes easy to identify duplicates using spreadsheet logic like pivot tables, lookups, or UNIQUE() and FILTER() formulas to flag and remove duplicate fee entries. Coefficient even offers an AI Assistant than can help.
- Once you're happy with it, you can use Coefficient’s two-way sync to push the cleaned, deduplicated data back into Salesforce or use the sheet as your primary reporting source. Since it's all in Sheets, you get the flexibility to iterate quickly, automate refreshes, and build dynamic dashboards, all without modifying your Salesforce recipes or modifying dataflows.
Instead of wrestling with complex dataflow logic or renaming opportunities, you can centralize the cleanup in a spreadsheet environment where it's straightforward, transparent, and easy to maintain.