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When multiple assets share the same renewal date, Salesforce sends separate notifications for each one. This creates notification fatigue and makes it harder to track what actually needs attention.
You’ll learn how to set up intelligent deduplication that consolidates renewal notifications into single, actionable alerts per renewal date.
Eliminate duplicate renewal notifications using Coefficient
Coefficient handles this by importing your Salesforce asset data and applying deduplication logic before notifications are sent. While Salesforce workflow rules operate at the individual record level, this approach groups assets intelligently and sends consolidated alerts.
How to make it work
Step 1. Import and group your asset data.
Pull asset data including Contract ID, Account ID, Renewal Date, and Asset details from Salesforce. Create a grouping column using `=CONCATENATE(B2,”-“,C2)` to combine Account and Renewal Date into unique identifiers.
Step 2. Establish master records for each group.
Use `=COUNTIFS($D:$D,D2,$E:$E,E2)` to count how many assets share the same renewal date and contract. Then apply `=RANK(F2,$F:$F,1)` to designate one “primary” asset per renewal group that will trigger notifications.
Step 3. Set up conditional email alerts.
Create a TRUE/FALSE column using `=IF(G2=1,TRUE,FALSE)` to flag only master assets. Configure Coefficient’s email alerts to trigger only when this column shows TRUE, ensuring one notification per renewal group.
Step 4. Include comprehensive group information in alerts.
Use `=SUMIFS()` to calculate total contract values and `=TEXTJOIN()` to list all asset names in your email template. This gives recipients complete renewal context in a single, consolidated notification.
Clean up your renewal process now
This deduplication approach reduces renewal alert volume by up to 80% while maintaining complete visibility into upcoming renewals. Ready to eliminate notification overload? Start with Coefficient today.
