DEPRECATED --- Normalization

Normalization Settings

The Normalization screen allows you to configure rules to standardize Contact Name formatting across Salesforce records. These rules help ensure consistency in data entry, making it easier to maintain clean and uniform records. Below are the normalization options available:

1. Normalization Rule for Letter Case

• Purpose: Standardizes the capitalization of text fields (e.g., names, addresses) in Salesforce records.

• Options:

  • Recommended: Capitalize All: Converts only the first letter in uppercase, rest is lowercase

• Example:

  • Input: "john doe"

  • Output (Capitalize All): "John Doe"

2. Normalization Rule for Unicode Characters

• Purpose: Handles non-standard characters, such as emojis, non-Latin alphabet letters, or symbols, to maintain data uniformity.

• Options:

  • Recommended: Remove All Except Common Symbols: Retains commonly used unicode characters while removing others (e.g., emojis, special accents).

• Example:

  • Input: "Café ☕"

  • Output (Remove All Except Common Symbols): "Café"

3. Normalization Rule for Spacing

• Purpose: Ensures consistent use of spaces in text fields by trimming unnecessary white spaces.

• Options:

  • Recommended: Normalize and Trim: Removes extra spaces and trims leading/trailing white spaces.

• Example:

  • Input: " John Doe "

  • Output (Normalize and Trim): "John Doe"

4. Normalization Rule for Name Title

• Purpose: Manages prefixes and suffixes in names (e.g., "Dr.", "Jr.", "PhD") to ensure consistency.

• Options:

  • Remove All Titles: Removes all prefixes and suffixes from names.

  • Do Nothing: Keeps titles as they are

• Example:

  • Input: "Dr. John Doe Jr."

  • Output (Remove All Titles): "John Doe"

Key takeaways for the user

• These settings only apply on Contact Name

• These settings have an impact on Name Consistency quality dimension.

• You can apply the recommended values using the Data Quality Steward View or individually with the Delpha bot.