How do I identify duplicate records in a Salesforce database?
• Use standard or custom Salesforce fields to identify duplicate records. • Run DupeCatcher in the background to collect data on duplicates for analysis before rolling it out to users. Need to cleanup your existing database? Try DupeCatcher’s big brother – Cloudingo, available on the AppExchange.
What is dupecatcher in Salesforce?
DupeCatcher simplifies management of Salesforce orgs, ensures clean data, and best of all, it's FREE! DupeCatcher enables Salesforce users to identify, block and dedupe leads, accounts, contacts, and person accounts in real-time at the point-of-entry.
What is duplicate management in Salesforce?
The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Matching rule: Consists of criteria to identify duplicate records. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.
Do you have duplicate leads in Salesforce?
Everyone working with Salesforce has experienced duplicates. In your role as a salesperson, you just followed up on a lead only to find out a colleague is already in contact with this person – that’s a duplicate lead!
What is duplicate management in Salesforce?
What is Salesforce Duplicate Management? The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Matching rule: Consists of criteria to identify duplicate records. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.
What is deduplication in Salesforce?
To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans. When you require all data to be saved and not blocked, other objects, cross object matching, faster processing or automatic processing it is time to look for other solutions. The first step is to list your requirements, the second step is to match these to the solutions in the AppExchange, and the last step is to test drive one or two apps.
How do deduplication tools work?
All deduplication tools find duplicate records based on the values of fields. Most tools have some default settings to match objects such as leads, contacts and accounts, but you will get the best results when you fine-tune the settings.
How to do a deduplication project?
In the first phase of a deduplication project, you focus on your data requirements alone. 1. List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. These can be standard or custom objects. Indicate if you want to look for duplicates within the object, across objects or both.
Can you batch deduplicate other objects?
You need to batch deduplicate other objects than Lead, Contact and (Person) Account. It is pretty obvious that for many organizations these objects are the most important ones. But if you want to batch process cases, opportunities or custom objects, you’ll need to look further.
Can you wait for manual review of duplicates?
If your marketing automation processes run all the time, you cannot wait for manual review of duplicates. In that case, the fully automatic merging of duplicates saves you time, does not delete valuable data and makes sure your marketing and sales machine keeps on running 24/7.
Is there a one time cleanup in Salesforce?
A one-time cleanup is only a temporary fix for your duplicate issues. Prevention and scheduled cleanups are essential to keeping your Salesforce squeaky clean. But set & forget is not the way to go. New objects, fields and entry methods are regularly added to any Salesforce environment. Make sure to update your deduplication settings to reflect these changes.
What to do when DupeCatcher identifies a duplicate?
When DupeCatcher identifies a duplicate you have two options: Allow the dupe into the org and manage the duplicate from an alert. Most companies choose the first option and simply block duplicates. Those that use alerts typically do so from an admin standpoint—that is the admin is responsible for data quality.
How does dupecatcher filter work?
For DupeCatcher Filter Rules that match on email domain, you can limit results by entering domains of common, web-based email systems in the “ Email Domains to Ignore ” area. DupeCatcher will then ignore these domains when performing its scan.
When does the override button appear in DupeCatcher?
The Override button will only appear when users use the edit button and edit page to update records.
