PumpCatalog

Operating challenge

Duplicate customer accounts were being created when new orders came in from existing customers, likely through a mix of website and Authorize.net paths. Matching and duplicate rules had been deactivated, open sales orders and sales invoices blocked merges, and standard account merges risked losing custom address data and phone details.

What Lodestone shaped

• Reviewed the duplicate account problem across Sales Cloud and FinancialForce.
• Evaluated sandbox, DupCatcher, duplicate rules, matching rules, and master-record selection approach.
• Mapped the need to preserve customer addresses, phone numbers, orders, invoices, and financial history during cleanup.
• Scoped root-cause investigation to prevent the same duplicates from being recreated by ordering and payment integrations.

Resulting direction

• PumpCatalog had a safer cleanup path for duplicate accounts tied to active order and invoice history.
• The project protected operational and accounting context instead of treating dedupe as a simple merge exercise.
• The root-cause investigation created a path to stop future duplicate creation at the integration source.

Profile context

Industrial pump catalog and ecommerce/distribution operation

Pump catalog and distribution operation with Salesforce, FinancialForce, duplicate account cleanup, and order and invoice history constraints.