Duplicate Check

Duplicate Check for Salesforce is a tool designed to find, clean, and prevent duplicates in Salesforce. According to the vendor, this app caters to a wide range of professions and industries, including Salesforce Administrators, Data Analysts, Sales and Marketing Professionals, and Customer Support Teams. It is particularly beneficial for industries such as Healthcare, Higher Education, Non-profit, Retail, and SaaS.

Key Features

Find all duplicates: Duplicate Check can identify duplicates in Salesforce, including Leads, Contacts, Accounts, and any other standard or custom Object. The app uses 20+ matching algorithms that employ exact and fuzzy matching on standard and custom fields to ensure even the most hidden duplicates are identified. The vendor claims that the app can even find cross-object duplicates, providing a comprehensive deduplication solution.

Merge and convert dupes however you like it: Users have control over merging or converting duplicates, with the ability to set merge rules that determine the master record and which fields should populate the master record. Dupes can be merged or converted individually, in a selection, or through automated merging based on a duplicate-score threshold, according to the vendor.

Automate and save time: Jobs can be scheduled to regularly check for new duplicates and automatically merge or convert them based on specified criteria. Duplicate Check can also process duplicates in real-time as they enter Salesforce through web-to-lead, import, or API, or place them on a list for manual review, the vendor claims.

Empower specific Salesforce users: Duplicate Check provides real-time alerts to Salesforce users when they are creating a new duplicate record, allowing them to directly clean the duplicate or report it for manual review. Users can also see in real-time if existing records have duplicates and choose to merge, convert, or flag them, according to the vendor.

Flexible and extensible: Duplicate Check offers customization options and can be integrated into projects both within and outside of Salesforce using the Apex API, Rest API, Duplicate Check Flow Actions, or SFDX plugins. Users can tailor Duplicate Check's capabilities to meet their specific needs and leverage its features seamlessly in their existing processes, as claimed by the vendor.