Salesforce migration phase 2

Phase 2 of the Salesforce migration is done. We deduplicated 4,210 contact records, merged 380 duplicates, and added 12 custom fields tailored to chronic illness research donors — including "research interest area," "patient affiliation," and a derived "engagement tier" that auto-updates from email and gift activity.

The dedup logic is conservative on purpose: anything ambiguous got flagged for your review rather than auto-merged. There are 47 records in the review queue if you want to take a pass when you have time. None are urgent.

This sets us up for phase 3 — the journey automation — which we'll start next sprint. Once that's live you'll save roughly 6 hours a week on the manual welcome and re-engagement touches.

• 4,210 records cleaned, 380 duplicates merged
• 12 new custom fields, including derived engagement tier
• 47 ambiguous records queued for your review (non-urgent)
• Dashboard refreshed with new fields surfaced in the donor view