Case Study: U.S. Green Building Council automates Salesforce deduplication with Plauti

U.S. Green Building Council cuts monthly merge requests from 10 to 1 with Plauti

The U.S. Green Building Council (USGBC) was facing a significant challenge with duplicate contact records in its Salesforce system, which were created through a combination of an Outlook sync and manual staff entry. The manual process of identifying and merging these duplicates was slow and painful to manage. To address this data integrity issue, USGBC implemented the deduplication solution from vendor Plauti.

The solution from Plauti automated the deduplication process, allowing USGBC to run scheduled jobs and perform real-time duplicate checks whenever a record is opened. This eliminated the need for manual merging and dramatically cleaned the database. As a measurable result, monthly merge requests dropped from about ten to just one, saving the team considerable time and effort and allowing them to focus on their mission.

U.S. Green Building Council (usgbc)