A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel.

For a nonprofit using direct mail extensively and needing to automate the search for duplicate contact records, the consultant should recommend implementing Duplicate Jobs. Here’s why:

Duplicate Jobs:

Duplicate Jobs allow organizations to run deduplication processes on a schedule, ensuring that the data remains clean and free from duplicates.

This feature can be configured to find and merge duplicate contacts based on predefined matching rules.

It helps maintain data quality by regularly identifying and managing duplicate records, which is essential for effective direct mail campaigns.

Salesforce Duplicate Management Documentation

Salesforce Nonprofit Success Pack Duplicate Management Guide