What is DupeCatcher in Salesforce?
DupeCatcher enables Salesforce users to identify, block and dedupe leads, accounts, contacts, and person accounts in real-time at the point-of-entry. Retain full control of the identification and merging process, eliminating any fear of loss while cleansing data.
How to dedupe Salesforce?
In the first phase of a deduplication project, you focus on your data requirements alone.List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. ... List relevant fields for each object. ... Indicate matching method for all fields. ... List words to ignore.
How does Cloudingo work?
Cloudingo finds duplicates using user-defined filters. Start with prebuilt filters then create more with the drag-and-drop user interface. Mix and match various matching styles on any Salesforce fields to identify dupes across standard and custom objects.
How do I check for duplicates in Salesforce?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
How do I report duplicates in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
Does Cloudingo work with custom fields and objects?
Yes, Cloudingo works on all standard and custom fields as well as standard and custom objects.
What is conga grid?
Conga Grid is a productivity tool in Salesforce that allows you to manage data from a single screen.
DupeCatcher Overview
We demonstrate how DupeCatcher can quickly and easily block the creation of duplicate Salesforce leads, contacts, and accounts in order to maintain a high level of data quality
How-To: Configuring Override
We’ll walk you through how to configure the DupeCatcher Override feature to work for all users.
How-To: Using the Override Feature
Once you know how to configure the Override feature, find out how to use it.
