Salesforce Duplicate Management Became Easier : Sergii Grushai
by: Sergii Grushai
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Peeklogic Smart Duplicate Manager. Salesforce Duplicate Management Became Easier
Peeklogic helps to provide configure, modernize, and customize solutions for the Salesforce business. Peeklogic uses development strategies and effective methods to build custom applications.
Peeklogic is a Salesforce Partner and has more than 60 satisfied customer experiences. Peeklogic helps your business to tackle any of your business challenges in the easiest and most economical way with current market trends and client’s competitors to generate win-win strategies with a truly excellent product.
We provide
- Data safety and privacy protection.
- Advanced customer support.
- Professional and up-to-date technical expertise.
- Enhanced communication technologies.
Smart Duplicate Manager is one of Peeklogic Salesforce solution products; also it`s 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.
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:
- Standard
- Customize
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 Duplicate Management AppExchange App Features
How to Merge Accounts, Contacts, and Leads in Salesforce?
This Application will help the Admin to ratify this issue. Every 6 months Peeklogic provides a new release, which improves the application for business needs. Smart Duplicate Manager enables users to identify, dedupe, and merge leads, accounts, contacts in real-time. Also, it creates reports about successful merging, sends the email, and with CSV file. It uses automotive detection and deduplication is very powerful.
- Smart Duplicate Manager interface is very simple to use.
- In the application, you can find useful tips.
- The application is lightweight, so you will get a quick response.
- It provides a different set of algorithms to check the duplication.
Smart Duplicate Manager provides extensive functionality, which helps to combine all your specific business needs.
Some of the Key Feature which will help to work on Duplication and Merge Record Process.
- You can use it for searching, merging, and deleting 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 them in case of any mistakes.
- AppExchange App with a simple interface and easy configuration.
- Smart Duplicate Manager is easy to set up and understand how the application works.
- It provides Auto Deduct functionality, which will help to reduce human error to identify the record as it will auto deducted.
Smart Duplicate Manager is easy and reliable so helps you to solve the problem with data duplicates and make so easy to filter through thousands of duplicate leads. Also, it helps to provide a feature to track and merge any Salesforce duplicates that could be in your database. You can also set up logic based filters with several master record rules that are easily customized to our needs.
This application is highly recommended to the user who uses the free version of the application. Most of them are converted as a business user of the application. All components are understandable and you don’t need the instruction. Mostly you will use auto-detect mode with 3 criteria and you will get the list of all records.
Salesforce Duplicate Manager Advanced Search
Smart Duplicate Manager provides an awesome feature when users can use a single search mode. It will help to find similar leads that were sorted by specific criteria and provide an option for the Merge and changing.
It provides to Merge the duplicates in a one-by-one mode and in bulk Merge mode. Also, it provides the report to track the details of which operation performed in Auto Detect mode. It automatically detects duplicates, merged duplicate records and related records, and provided a CSV file report of completed operation.
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.
Don't forget to check out: A Machine Learning Approach to Deduping Salesforce
- In Enterprise, Unlimited, Performance, and Developer Editions you should choose a security option. There are three modes of installation.
After the successful installation of the application it will be available as an application in the Salesforce Organization.
Smart Duplicate Manager provides two key features to search for duplicate records.
- Search for Duplicate
- Auto-Detect
Search Duplicate Records in Salesforce CRM
It’s a manual way to search for potential duplicates and merge based on the selection of the Object. A list of the fields will appear. You have to select the fields for which duplicate records need to identify, Operation and Value which need to search. This will display a set of duplicate records.
- Go to Smart Duplicate Manager AppExchange Application
- Click on Search for Duplicate
- Select Object
- Select field of the object which is needed 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 requirements.
- Select the logical operator like `AND` and `OR`.
Let’s take an example – I want to verify the list of a duplicate account that exists 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 `equal` and value of the field.
Based on the search spec it will show which Account Name is Babbleblab.
You can see 3 record founts with the same name in the system data. Now data merge can be performed on the record. For the business, you can select a number of records which are needed to be merged and click to Next Button.
The master record is automatically selected by the Duplicate Management App.
Smart Duplicate Manager performs a very smart role in the data merge so it will select master record automatically and which fields are different. A set of the fields will be displayed for the duplicate record and any of the record values can be selected while merging the record.
Only 1 record will be shown after merging the record. It considered as a master and the value will be selected such a duplicate record field.
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 the current merging completed to make sure you don’t have any more duplicates left.
Auto Detect. Mass Merge in Salesforce</s ng>
This 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`ve selected. Select up to 3 fields to uniquely identify records and the 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 the Number of displayed records.
It will display a list of the record which will be holding duplicate value, based on the combination of the object and field value
Let’s take an example- I want to check the list for duplicates that have the same value of the respective three fields: Account Name, Phone Number, and Billing City. It’s a big challenge for the business to make the database clear as duplicate records reduce the efficiency of the system and can be harmful to the relationship with customers because multiple Sales teams will reach the same customer.
It will display a set of duplicate records, based on the search criteria, 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 the same value for the 3 sets of fields. Smart duplicate manager will automatically select the master record and the fields which will be displayed for the duplicate record and any of the record value.
There will be only 1 record after merging and which will be considered as a master and the value which will be selected duplicate record field will be updated to the master record.
Merge Salesforce Records Report
Smart Duplicate Manager provides a feature which is very helpful to track the changes and merge records.
Each of the Merge operations will have the Merge Report with a different name. It will collect all the information about actions that are performed for the Merge operation and the 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.
Check out an amazing Salesforce tutorial video here: Salesforce Marketing Cloud Connect: Subscriber Key Migration
Salesforce Duplicate Accounts, Contacts, and Leads Solution
There are a few products available in the market which have similar sets of features, but what are you looking for? Is the product 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 needs.
- Ensure the product fulfills all your requirements.
- Try to analyze the problem you need to solve.
- The product must be user-friendly and should require minimal training.
- Easy to use, efficient, and cost-effective.
- Less maintenance.
If we are talking about all the points above, Smart Duplicate Manager is 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.
Customer Review
A customer review of a product or service made by a customer who has purchased and used a product. Customer reviews are a form of customer feedback on electronic commerce.
Smart Duplicate Manager is one of the highly-rated products in the AppExchange. You can check the satisfied customer’s reviews, who used the AppExchange application. It has a 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 of using it.
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 it!
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December 31, 2020 at 09:43PM
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