Data Cleanser
Stratus Cloud Solutions Stratus Cloud Solutions
Use Case

Merge Salesforce orgs without the duplicate chaos

When two orgs become one, the same accounts, contacts, and leads land twice. Data Cleanser finds and merges those cross-org duplicates natively — so the consolidated org has one record per customer, not two.

Consolidating Salesforce orgs after a merger, acquisition, or platform unification is really two jobs. First the records move into one target org; then someone has to reconcile the overlap, because the same companies and people existed in both. Data Cleanser owns that second job: once the data is in one org, you build matching scenarios, scan for the duplicates the migration created, and merge them with field-level survivorship — every step on-platform, every merge reviewed.

The challenge

Why merging orgs leaves a duplicate mess

Two systems of record collide

Each org kept its own accounts, contacts, and leads. Combine them and the same customer now exists twice — with conflicting owners, stages, and field values that no import can reconcile on its own.

Migrations match too bluntly

ETL and data-loader merges key on an exact external ID or email. Formatting differences, abbreviations, and typos between the two orgs slip through, so duplicates survive the cutover.

Customer data can't go offsite

Most de-dupe tools want to export your newly combined book of record to match it — exactly the risk surface legal and security are trying to shrink after a merger.

How Data Cleanser helps

Reconcile both orgs into one clean record set

Match across both orgs' data

Per-object scenarios combine exact, fuzzy, word-mapping, and address matching, with fields normalized before they are compared — so records from different orgs that only differ in formatting still group together.

Choose the master, keep the right values

Review each duplicate group side by side, pick the surviving record, and set field-level survivorship so the authoritative value from either org wins. Native Salesforce merge re-parents activities and related records to the survivor.

Clear the whole backlog in passes

Set master rules — oldest record, record owner, most related records — and mass-merge the cutover backlog in controlled passes, entirely inside the target org. No export, no third-party processor.

Outcomes

What a clean consolidation gives you

  • One record per customer across the combined org
  • Accurate pipeline, rollups, and reporting after the cutover
  • Activity and related records preserved on the survivor
  • No customer data exported during reconciliation
  • Large migration backlogs cleared in controlled passes
FAQ

Common questions

Does Data Cleanser migrate records between Salesforce orgs?

No — Data Cleanser works inside a single org. You bring the records into one target org with your migration tool or data loader; Data Cleanser then finds and merges the duplicates that consolidation created, natively in that org.

Why do duplicates survive a normal org migration?

Migrations usually match on an exact external ID or email. The same company or person often differs between orgs in spelling, formatting, or abbreviations, so exact-only matching misses them and they load as new duplicates.

How does it catch the near-duplicates the migration missed?

You build a matching scenario per object. Fields are normalized, then exact, fuzzy, and word-mapping rules group records that mean the same thing — and tiebreaker fields keep genuinely different records apart.

What happens to activities and related records when records from each org merge?

Merges use native Salesforce merge, so activities, opportunities, cases, and related lists re-parent to the surviving record automatically. Nothing is orphaned, and the change sits within your standard Salesforce history.

Does any data leave the org during reconciliation?

No. Data Cleanser is 100% native — no export, no middleware, no third-party data processor. Matching and merging run inside the target org and inherit your sharing and field-level security.

Which records can it consolidate?

Leads, Contacts, Accounts — including Person Accounts. Cross-object matching also spots a Lead that already exists as a Contact and supports convert-or-merge so the relationship stays together.

See it on your own data

Start a free limited trial in your own Salesforce org, or book a live demo with someone who builds the app.

Get a demo

See it in your own org

30 minutes, no slideware — just the product on your data. Tell us a little and we'll reach out within one business day.