1.OUTCOME:

The outcome of this use case is to modify the identified duplicate values and details of all the accounts and contacts in order to merge them by checking with valid details. And, then perform data cleaning when required.
 

1. ACCURATE DATA OF ACCOUNTS:

We perform data de duplication for accounts by merging all the duplicate values while identifying the parent account from the child and then merge the realavant details which will reduce the duplicate records of accounts and provide accurate data of accounts.

2. ACCURATE DATA OF CONTACTS:

Similarly, we perform data de duplication for contacts by merging all the duplicate values while identifying the parent account from the child and then merge the realavant details which will reduce the duplicate records of contacts and provide accurate data of contacts.

3. OPTIMISED AND ACCURATE REPORTS:

After performing data cleaning and de duplication of accounts and contacts we get more precise data which plays a important part in generating more accurate reports which include accounts and contacts modules.

4. COMPONENTS WHICH SHOW ACCURATE DATA:

Accurate reports ensure that the components of the dashboards which are developed using this reports show better and precise statistics without any errors and gives accurate information to the stake holders about the required data.

5. OPTIMISED ANALYTICS OF DASHBOARDS:

The dashboards generates accurate reports and analytics which provide strong insights to the data driven decisions and results in continuous improvement of the perfomance of these dashboards.

1. USE CASE IMPLEMENTATION STEPS:

Step 1: Access Zoho Desk Portal

● Objective: Access the Zoho Desk portal using administrator credentials.

● Steps:

○ Log in to the Zoho Desk portal using your administrator credentials.

Step 2: Access Zoho Desk Administrative Console

● Objective: Log in and access the Zoho Desk administrative console to begin the ticket module configuration.

● Steps :

○ Fill your company details.

○ Navigate to the administrative console.

Step 3: Access the Customers Module

● Objective: Identify, the customer module to perform the de duplication.

● Steps :

○ Navigate to the setup or administration section. This is typically found in the top navigation bar or sidebar.

○ Look for the option which states customers that will be visible on the top menu bar and then access it by clicking on the module.

Step 4: Select the Contacts module

● Objective: Identify, contacts module to perform the de duplication.

● Steps :

○ Look for the customer option that will be visible on the top left menu bar and then access it by clicking on the module.

○Then click on the three dots option that is present on the extreme right, and you can see an option to de duplicate contacts.

Step 5: Selecting the field for Duplicate Records.

● Objective: To select the field for searching the duplicate records and merge them.

● Steps :

○ After selecting the de duplicate contacts option then we can see the fields to select for searching the duplicate records.

○Then select Email and Secondary Email field option to search for the contacts that need to be de duplicated and click on the Find option below.

Step 6: Selecting the accounts which have Duplicate Records.

● Objective: To select the accounts which have duplicate records in email and secondary email fields and merge them.

● Steps :

○ Select the accounts which have the same records in email and secondary email fields and merge them.

Step 7: Merging the accounts.

● Objective: To select the values  which are valid from the corresponding accounts which are selected for de duplication and merge them.

● Steps :

○ Select the accounts which values  which are valid from the corresponding accounts .

○ After selecting all the values then click on the merge option and merge the accounts .

3. TARGET AUDIENCE:

The target audience for this use case includes:

○ Administrators: Responsible for the overall configuration of the customers module.

○ Support Agents: Users who will utilize the customers data.

○ Managers/Supervisors: Oversee the efficiency and performance of the dashboards using the optimised data after de duplication.

○ Collaborators/Team Members: Contribute insights and feedback during the de duplication process.

4. FLOWCHART:

link:

https://www.canva.com/design/DAGCChpaX9k/g3mR5Xz9c-n0RxQv9t9MKA/edit