Data Integrity Documentation

Insights Platform Data Integrity helps keep your contact data accurate, complete, and reliable. It provides record deduplication, email and phone number validation, mailing address standardization, automatic address updates for donors who change addresses, and more.

  • Data Integrity Introduction
    Learn the basics about Data Integrity, its capabilities, and how to prepare your data for success.
  • Data Integrity Architecture
    Learn about prerequisite managed packages for Data Integrity and how it interacts with objects and fields.
  • Install Data Integrity
    Prerequisites and instructions for installing Data Integrity. After installation, authorize Data Integrity to access data in your Salesforce org.
  • Configure Data Integrity
    Configure fields for Data Integrity, back up your data, set up your National Change of Address (NCOA) provider, and keep up with releases.
  • Manage Data Integrity Addresses
    Standard addresses and get National Change of Address (NCOA) updates.
  • Standardize Contacts
    Learn how you can update data about your Contacts with scheduled updates. Manage contact standardization update results and learn about error handling.
  • Manage Data Integrity Duplicates
    Duplicate data impacts your organization's ability to provide personalized constituent experiences. With more than one Contact for the same person, it's difficult to track personal information and interactions with your organization. Learn how Data Integrity helps manage duplicate contacts.
  • Data Integrity GDPR
    Learn about data privacy and deletion considerations.