Contact Standardization Updates

Before You Schedule Contact Standardization

Complete these requirements before you schedule a Contact Standardization job.

• Enable insights__Deceased_Reviewed_Date__c and insights__Phone_Verified__c custom fields for in the Object Manager under Setup.
• Configure Field Level Security for the new Contact fields after installation or package upgrade.

Schedule Contact Standardization Updates

Schedule a one-time Contact Standardization update, or schedule recurring updates.

Contact Standardization verifies a Contact’s phone or email only if the corresponding Phone or Email field is populated. For deceased status, at least one Email or Phone, or the combined Mailing Street, City, and State field must be populated.

1. Click the Data Updates tab.

2. Click Schedule Updates.

3. Select Contact Standardization to Select a job.

4. For Recurring Schedule, select an update frequency, or choose One-Time to schedule a one-time update.

5. Specify a start date and time, based on your browser's time zone as set by your computer's operating system.

6. Estimated Records displays the total number records that are to be standardized.

7. Choose the contacts you want to standardize:

   • Select All Contact records to standardize all records.

   • Choose to optionally filter data updates by Primary contact or Campaign lookup.

     • If Primary contact is selected, only the primary contact for the household will be included in the standardization.

     • If Campaign lookup is selected, only the campaign members for the specified campaign will be include

8. Review the estimated number of record updates.

9. Click Save.

Manage Scheduled Contact Standardization Updates

Edit or skip previously scheduled Contact Standardization updates.

1. Click the Update Schedule tab.

2. Find the update in the Scheduled Data Updates section.

3. From the action menu next to the update, select one of the options:

   • Edit this Update Only to edit a one-time update or a single update in a recurring series.

   • Edit All Updates in this Series to edit all updates in a recurring series.

   • Skip this Update to skip an update. If you previously skipped an update, you can also select Un-Skip this Update.