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Erin Ross Creating a custom object with the Salesforce lead id being the matching unique identifier
So my company has this data, "EnCompass Volume", that we need to show up as a related list on our "Merchant" leads. I thought the custom object with a lookup relationship would fit the bill because it would allow for historical data and reporting. Unfortunately, our current data is not very clean...sources before SF were not kept up to speed. Because the lookup feature only searches name and company it would be a cluster and we would have a lot of errors. Needless to say, the best way to ensure that the "EnCompass Volume" is being placed on the correct merchant lead is the Salesforce lead id. It is the single unique identifier. Any suggestions? As always, I appreciate your help and input.
Don't know if this would help; but you could split data; clean data in one object and old data in another object. This would allow you to create reports/tasks in the "old data object" to update the data over time.