---
schema_version: "1"
id: 0a0752432503243d97c2d306f3282ea2b52037637e3c01006530bea0724d2d5c
title: Contact Standardization Updates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ip_schedule_contact_standardization_updates.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ip_schedule_contact_standardization_updates.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 635688934df76f27e1f33cd9eaf326e97cb9f872586ad5c4e0c7ce5ad1500b95
description: Learn about how to set up or manage a Contact Standardization job.
products:
  - Nonprofit
release: "264"
---
# Contact Standardization Updates

Learn about how to set up or manage a Contact Standardization job.

- **[Before You Schedule Contact Standardization](https://help.salesforce.com/s/articleView?id=sfdo.ip_schedule_contact_standardization_updates.htm&release=264.0.0&type=5)**  
    Complete these requirements before you schedule a Contact Standardization job.
- **[Schedule Contact Standardization Updates](https://help.salesforce.com/s/articleView?id=sfdo.ip_schedule_contact_standardization_updates.htm&release=264.0.0&type=5)**  
    Schedule a one-time Contact Standardization update, or schedule recurring updates.
- **[Manage Scheduled Contact Standardization Updates](https://help.salesforce.com/s/articleView?id=sfdo.ip_schedule_contact_standardization_updates.htm&release=264.0.0&type=5)**  
    Edit or skip previously scheduled 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](https://help.salesforce.com/s/articleView?id=sfdo.ip_configure_data_integrity_overview.htm&release=264.0.0&type=5 "Add fields to page layouts and configure field level security to give users access to the Data Integrity fields they need.") 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**.