Data cleansing and duplicate prevention for patient and provider loads
Key Takeaway
Clean the data first, then upsert on an External ID that stores the source system's unique identifier, so a re-run updates records instead of duplicating them.
Before you load patients and providers into Agentforce Health, you clean the data so it is accurate and consistent. You also set up controls so the same person is not created twice. Duplicate prevention depends on the right person data model plus matching rules, duplicate rules, and identifier checks.
What data cleansing is
Data cleansing, also called data scrubbing, fixes or removes data that is incorrect, corrupted, badly formatted, duplicate, inconsistent, or incomplete. Identity resolution is the related work of identifying, matching, and reconciling records that may be duplicates, whether those duplicates are intentional or unintentional.
In the Salesforce Data Quality Management Framework, data profiling comes first and data cleansing is the second step. You profile to learn where the problems are, then you fix the problems most likely to cause errors first. Cleanse before you enrich data or unify profiles, so you work more efficiently and reduce avoidable risk.