Slaesforce FAQ

how to use dupeblocker in salesforce

by Opal Lockman Jr. Published 3 years ago Updated 2 years ago
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DupeBlocker Install Overview DupeBlocker can be downloaded directly from the Validity website. Click Install, which brings you directly to the Salesforce AppExchange listing.

Full Answer

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 can cloudingo do for your Salesforce Org?

From deduping to importing and even migrating data, Cloudingo makes it easier to manage your Salesforce org. Find duplicates within your existing records and easily merge them. CATEGORIES Data Cleansing The all-in-one solution for deduplication: find and merge duplicates in and across leads, contacts, accounts and all other (custom) objects.

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What are the options for customizing the application as a whole?

Options for customizing the application as a whole. 1. General Account Information: Information regarding the license agreement and number of active scenario rules. 2. Export/Import Settings: Ability to export and re-import settings and scenarios.

Can you customize Dupeblocker?

DupeBlocker comes with default settings and can be implemented without customization, however this tab must be selected after install to create a DupeBlocker license, and load the default scenarios and settings. Settings can be updated at any time.

What is a dupeblocker?

What is DupeBlocker? DupeBlocker is a real time deduplication tool developed 100% on the Force.com platform using the APEX development environment.

Can dupeblocker work with person accounts?

Dual filters can be created to have one set of criteria apply to the incoming record and different set of criteria apply to the matching existing record. DupeBlocker will work with Person Accounts, but additional configuration steps are required to function properly.

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