Salesforce Duplicate Management
Data Duplicates is the biggest challenge and which is recurring for anyone who manages data between systems. It is always a significant concern to the company to clear the system of data duplication as its effect in all terms of business, such as resource efficiency, productivity, and the most important time consumed as a whole unwanted system involves the same set of work that has already been done.
Every Salesforce customer has an issue with the data duplication; this is something thing which depends on the process of the system, and ideally, it’s challenging to make the process to create data that will always be unique.
Maintain clean data, and accurate data is one of the most crucial challenges you can do to get the most out of Salesforce. It builds the trust of your sales team and Customer, helps you to work toward different data protection and privacy regulations.
Duplicate records cause sales teams to lose trust in their CRM system. You always want your team to question the validity of the data.
Duplicate Management is a tool our team developed to merge Salesforce records.
It is a tool developed to answer the common question of how to merge records in Salesforce. Peeklogic App supports dedup of Lead, Account and Contact object.
- Data safety and privacy protection.
- Advanced customer support.
- Professional and up-to-date technically expertise.
- Enhanced communication technologies.
It is a tool developed to answer the common question of how to merge existing data in Salesforce.
The app handles Single and Bulk merges of Salesforce records. It will help you to identify duplicates throug your whole CRM. It consists of three elements: matching rules, duplicate rules, and duplicate jobs.
To make sure you don’t work with duplicate data, cross object matching is imperative.
Duplicate Management Solution
Our Peeklogic team developed a Duplicate Management tool which allows users to dedupe Salesforce records in bulk or one-by-one.
After clicking on the Dedupe App, a user will select if they would like to proceed with a Single Merge or Auto Detect.
Our app consists of the following pieces:
- Configuration page
- Single Salesforce record merge
- Bulk Salesforce record merge
- Choosing matching rule you want to run
You can 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
This application helps to delete Salesforce CRM duplicates but also to merge it properly. You can scan your Leads, Account and Contacts so it will use the different algorithms, which will help to identify Salesforce CRM duplicate records.
Salesforce provides a solution to handle duplicate record from any device and offer the option to prevent or discourage from creating more duplicate records with Duplicate Management. It’s available in all the Salesforce Professional, Enterprise, and Unlimited editions.