Salesforce Duplicate Manager

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Peeklogic Smart Duplicate Manager. Salesforce Duplicate Management Made Easy

Peeklogic helps to provide configure, modernize and customize solution of the Salesforce business. Peeklogic uses development strategies and effective methods to build custom applications.

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Peeklogic is a Salesforce Partner and has 60+ happy customer experiences. Peeklogic helps for your business and can help to tackle any of your business challenges in the handiest and most economically sound way and follow both current market trends and client’s competitors and generate win-win strategies to build a truly excellent product.

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Help with top innovations in user’s access, compliances, and various risks.

  • Data safety and privacy protection.
  • Advanced customer support.
  • Professional and up-to-date technically expertise.
  • Enhanced communication technologies.
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Smart Duplicate Manager is one of the Peeklogic Salesforce solution products; also is a perfect Salesforce merger which allows user to configure a combination of up to 3 fields to construct unique identifier and distinguish Salesforce duplicate records.

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The best thing is the ability to search for Salesforce duplicates in two different types of records. In this way, at the end of the deduplication session, you will have two master records

  • Standard
  • Customize

This application helps not only to delete Salesforce CRM duplicates but also to merge it properly. You can scan your Leads, Account, and Contacts and it will use the different algorithms, which will help to identify Salesforce CRM duplicate records.

After each Salesforce Records merge operation and Salesforce deducing, Smart Duplicate Manager – the salesforce deduplication tool, attaches a report as csv attachment of records which were merged. It allows you to save all pieces of important data.

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Salesforce Duplicate Management AppExchange App Features

How to Merge Accounts in Salesforce?

How to Merge Contacts in Salesforce?

How to Merge Leads in Salesforce?

It is always a big problem of Salesforce Duplicate records for the organization, which has a large number of data. This Application will help the Admin to ratify this issue. Peeklogic every half of year has provided a new release, which improves the power of the application as per business needs and improves of client suggestion. Smart Duplicate Manager enables users to identify, dedupe and merge leads, accounts, contacts in real-time. It gives you control of the identification and merging process, eliminating fear of loss while cleaning data. Also, it creates reports about successful merging, sends it on the email and can download it in CSV file. It uses automotive detection and deduplication is very powerful.

  • Smart Duplicate Manager comes up with amazed by the interface and simplicity of this application.
  • It’s easy because in the application you can find useful tips about its usage.
  • Application is Lightweight, means easy to use and swift and quick response.
  • Data processing speed is very high as thousands of record process with few mints.
  • It provides a different set of combination to check the duplication.
  • AppExchange App helps to track all data and merge equal records.

Smart Duplicate Manager provides extensive functionality, which helps to combine some features together for our specific business needs.The aapplication is easy to use and simple to understand.

Some of the Key Feature which will help to work on Duplication and Merge Record Process.

  • You can use it in for searching, merging and deleting of records.
  • It deals with Accounts, Leads and Contacts.
  • It displays up to 200 records at the same time.
  • You have an opportunity to download reports and keep it in case of any mistakes.
  • AppExchange App with a simple interface and easy configuration.
  • Smart Duplicate Manager is easy to setup and understand how application works.
  • It provides Auto Deduct functionality, which will help to reduce human error to identify the record as it will auto deducted.
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Smart Duplicate Manage is easy and reliable which helped you to solve the problem with data duplicates and Make so easy to filter through thousands of duplicate leads. Also it helps to provide feature to track and merge any Salesforce duplicates that may be in your database. You can also set up logic based filters with several master record rules that were easily customized to our needs.

This application is highly recommended by the user who used the free version of the application; most of them have converted as a business user of the application. All components are understandable and you don’t need the instruction. You mostly use auto detect mode with 3 criteria and have the list of all records.

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01. Easy to set

Smart Duplicate Manager provides such an excellent utility for the Salesforce org. Easy to set up, easy to use – great standard interface even when you don't understand smart app will recommend you the correct option that is why you don't need a support for questions

02. Readability

The most comfortable thing in this AppExchange app is that you can see all records at one page, and even more application automatically decides which record is a master record and recommend how to merge contacts in Salesforce appropriately. The big plus is that you will see all records simultaneously and will never miss some data and important stuff.

03. Auto Deduct

It provides Auto Deduct functionality, which will help to reduce human error to identify the record as it will auto deducted. Manually search the record for the verification is a difficult, with the help of Smart Duplicate Manager you can apply every possible filter that can help you merge accounts in Salesforce exactly the way you want. And also if you don't know where to look exactly for duplicates, you can use auto detect mode.


04. AppExchange Application Use

Based on the requirement of the usage of the AppExchange application, this application can be configured such as Admin role or for the other users to get the access. The AppExchange app controls the data based on access to the AppExchange application.

05. Mass Data

It is a great AppExchange app to remove all duplicates in bulk. If you have a lot of duplicated data and needs, this solution will solve all the data within a minute time; the functionality helped to deal with a large number of duplicates in the database.

06. Report

Smart Duplicate Management helps to get the Report about the record which is merged, master record details, and what are the records which are Salesforce records are merged. It holds all the information about the merge process, which will help track the changes and case any miss leading changes, can be verified.

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Salesforce Duplicate Manager Advanced Search

Smart Duplicate Manager provides a beautiful feature where users can use a single search mode. It will help find similar leads that were sorted by specific criteria and provide an option for the Merge and change.
It provides to Merge the duplicates in a one-by-one mode and in bulk Merge mode and also provides the report to tract the details which operation performed in Auto Detect mode AppExchange app allowed to find duplicates automatically when (First Name + Last Name + Company name) combination for a Salesforce Lead is the same for other leads. It automatically detected duplicates, merged duplicate records, and related records and provided a CSV file report of completed operation.

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Smart Duplicate Manager Installation 

Smart Duplicate Manager comes with an easy implementation process where AppExchange applications can be installed very quickly in the Salesforce Organization.

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It can be in direct production or the Sandbox environment

It will ask the details about organisation and Salesforce Product Term and Conditions
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  • In Enterprise, Unlimited, Performance, and Developer Editions, choose a security option. There is three mode of the installation.
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01. Install for Admin only

Specifies the following settings on the installing administrator’s profile and any profile with the "Customize Application" permission.

  • Object permissions “Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled.
  • Field-level security set to visible and editable for all fields
  • Apex classes enabled
  • Visual force pages enabled
  • App settings enabled.
  • Tab settings determined by the package creator.
  • Page layout settings determined by the package creator.
  • Record Type settings determined by the package creator.
02. Install for All Users

Specifies the following settings on all internal custom profiles

  • Object permissions “Read,” “Create,” “Edit,” and “Delete” enabled.
  • Field-level security set to visible and editable for all fields.
  • Apex classes enabled.
  • Visual force pages enabled.
  • App settings enabled.
  • Tab settings determined by the package creator.
  • Page layout settings determined by the package creator.
  • Record Type settings copied from admin profile.
03. Install for Specific Profiles

Enables you to choose the usage access for all custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.

  • Full Access Specifies the following settings for each profile.
  • Object permissions “Read,” “Create,” “Edit,” “Delete,” “View All,” and “Modify All” enabled.
  • Field-level security set to visible and editable for all fields.
  • Apex classes enabled.
  • Visual force pages enabled.
  • App settings enabled.
  • Tab settings determined by the package creator.
  • Page layout settings determined by the package creator.
  • Record Type settings determined by the package creator.
  • No Access specifies the same settings as Full Access, exceptall object permissions are disabled.
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After the successfully installation of the application it will be available as an application in the Salesforce Organization.

Smart Duplicate Manager provides two key features to search duplicate records.

  • Search for Duplicate
  • Auto Detect
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Search Duplicate Records in Salesforce CRM

It’s a manually search for potential duplicates and merge based on the Select of the Object. List of the field will be appearing. You have to select the field for which duplicate records needs to identify, Operation and Value which needs to search. This will display set of duplicate records.

  • Go to Smart Duplicate Manager AppExchange Application
  • Click on Search for Duplicate
  • Select Object
  • Select field of the object which needs to check
  • Select the Operator such as equal, Not Equal and contains.
  • Provide the value based on field and operator.
  • You can add multiple fields based on requirement.
  • Select the logical operator like AND and OR.

Let’s take an example – I want to verify list of duplicate account which exist with the same name. To identify the record we will select the Object as an Account and Field name as an Account Name. Based on the requirement we will provide the operator let’s take is equal and value of the field.

Based on the search spec it will return which will hold the Account Name as Babbleblab.

You can see 4 record founts with the same name in the system data based. Now data merge can be perform on the record. As per the business need you can select number of record which needs to merge and click to Next Button.

Master record is automatically selected by the Duplicate Management App.
Smart Duplicate Manager performed very smart role in the data merge if you see it will select master record automatically and what the fields which are different set of field will be displayed for the duplicate record and any of the record value can be selected while merging the record.

After merging the record only 1 record will be there which will considered as a master and the value which will be selected duplicate record field will be updated to the master record.

Note- Duplicate Management supports merging up to 200 duplicates per 1 master record. Please feel free to run Merge with the same filter one more time after current merging it complete to make sure you don’t have more duplicates left.

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Auto Detect. Mass Merge in Salesforce

It is the excellent feature of the Smart duplicate management to mass merge duplicate records in Salesforce. The system will identify duplicates based on a set of fields you select. Select up to 3 fields to uniquely identify records and system will detect duplicates containing the same values in the field combination to the selected value.

  • Go to Smart Duplicate Manager AppExchange Application
  • Click on Auto Duplicate
  • Select Object
  • Select first field which will be the part of search criteria
  • Select second field which will be the part of search criteria
  • Select third field which will be the part of search criteria
  • Select Number of display records.

Based on the combination of the object and field value it will display list of the record which will be holding duplicate value.

Let’s take an Example- I want to verify list of duplicate account which have the same value of the respective three fields. Account Name, Phone Number and Billing City. As for the business it’s a biggest challenge to make data based to be cleared as duplicate record reduce the efficiency of the system and can be harmful with the relationship to the customer as multiple Sales team will reach out to the same customer without knowingly, already we have connected with him.

Based on the search criteria it will display set of duplicate record which will have the same value for the respective 3 fields of the object.

You can see based on the search criteria two records directed which have same value for the 3 set of fields. Smart duplicate manager will automatically select Master record and what the fields which is different set of field will be displayed for the duplicate record and any of the record value can be selected while merging the record.

After merging the record only 1 record will be there which will considered as a master and the value which will be selected duplicate record field will be updated to the master record.

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Merge Salesforce Records Report

Smart Duplicate Manager provide advise feature which is very helpful to track the changes and merge record also for each of the activity will have the record to identify survival and record which is merged which can be used to track the report of merge record.

Each of the Merge operation will have Merge Report with different name. This will hold all the information about action which is performed for the Merge operation and outcome of the process. Such As:

  • Master Record Details.
  • Owner and Create by Record.
  • Record details of the Merge records.
  • Updated Related Records.

  • Hold the duplicate record file and initial value file.
  • Go to the Related tab.

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Salesforce Duplicate Accounts, Contacts and Leads Solution

There are a number of the products available in the market which has different sets of features, but what are you looking for? Is the product is suitable for your requirement? Are you able to get the benefit? You should keep all those points when you select the right product for the business need.

  • Know about the product. Imagine every question and check if the product full fills the requirement.
  • Try to analyze the problem which is not resolved, and the customer is still expecting a solution.
  • Product should be user friendly which should require minimal training; it should be self-explanatory
  • Easy to use, efficient and cost-effective.
  • Less maintenance.

If we talk about all the above points, Smart Duplicate Manager adheres to the problem-solving solution’s key point. Above the core functionality of the product, The best thing is to search for duplicates in two different types of accounts. In this way, at the end of the deduplication session, you will have two master records.

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Customer Review

A customer review of a product or service made by a customer who has purchased and used it is critical as always a product can be a success if you have happy customers. Customer reviews are a form of customer feedback on electronic commerce.

Smart Duplicate Manager is one of the high rated products in the AppExchange of the duplicate management functionality. You can check the happy customer’s review who provides excellent feedback about the product and happy by using the AppExchange application. It has 4.9 Rating, which is best among all the duplicate management products of the AppExchange.
It’s always good to check the existing user of the AppExchange application review, which will help to understand the product and the current experience using users.

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Awesome!

The application is quick and easy to use. It allowed us to clean Contacts and Leads with selecting a unique identifier with 3 required fields. Our admin mixed all possible and important combinations to be sure that all records were checked (for example – email; name; phone; company; status; industry etc). It was really helpful).

Looking forward for documentation to find out other functions of this app.

Solved the biggest problems with Accounts and Contacts


We downloaded AppExchange app just to be sure that everything is clear (we was using another tool before that)
This app showed us 36 account’s and 68 contact’s duplicates and all that after deduplication with another applications which we have been using during 1 year.

I didn’t expect this kind of result that is why I highly recommend!

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