Checking for Duplicates Following ImportĪlthough there are other tools in the DemandTools suite that can help stop duplicates from entering the CRM, Single Table Dedupe can see if an import caused duplicate records. There are 20 matching algorithms to find duplicates based on all types of data. Starting with the obvious, the most common use case for Single Table Dedupe is routine deduplication using a series of matching techniques. How Is Single Table Dedupe Typically Used?Ĭommon use cases for this popular module include: Duplicate Management
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Integrations available in Single Table Dedupe allow users to mass merge duplicates reported by DupeBlocker and report lower-confidence duplicates for manual review.ĭiscover everything DemandTools offers with a free 30 day trial.With the recent addition of DupeBlockerto the DemandTools suite, admins can manage duplicates proactively.It provides more control over duplicates by offering custom master rules and field rules, settings that allow you to specify which duplicate record is retained in Salesforce and which field values are kept from each record.It was the first customizable, mass deduplicator to merge both standard and custom objects in Salesforce. And its powerhouse deduplicator works for small and large data sets. DemandTools provides record level backups. The Salesforce merge utility can only merge three records at a time, cannot be automated, cannot merge custom objects, and doesn’t provide any backup of data involved in a merge.Single Table Dedupe takes duplicate management beyond what the native functionality in Salesforce provides. What Makes Single Table Dedupe Different? But in this blog, we’d like to specifically highlight Single Table Dedupe to help familiarize you with the module you’ll probably want to try first.
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You can get a free 30-day trial of DemandTools here to see all of its modules in action. Perhaps that’s why Single Table Dedupe – just one of the many modules in DemandTools – is one of the most commonly used. “Seeing double” in the CRM is just one of the many challenges Salesforce admins face, but it’s one of the most common.
Duplicates create headaches throughout the organization, negatively impacting sales forecasts, pipeline management, marketing spend, and customer experiences. But when duplicate records make their way into the database, that “single” view ceases to exist. Clean, robust CRM data is a thing of beauty, offering businesses a single view of each customer, all in one place.
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