Duplicate records can be a headache for any Salesforce admin or user. Not only do they clutter up the database and make it difficult to find the information you need, but they can also lead to inaccurate reporting and analysis. Fortunately, there are tools available that can help identify and merge duplicate records in Salesforce, such as DupeCatcher.
What is DupeCatcher?
DupeCatcher is a third-party application for Salesforce that helps to identify and merge duplicate records in real-time. It is available as a free and paid version on the Salesforce AppExchange, and can be installed and configured in just a few minutes.
The free version of DupeCatcher provides basic duplicate detection and merging functionality, while the paid version offers more advanced features, such as scheduled scans, custom fields matching, and reporting. Both versions use a matching algorithm to compare records and identify potential duplicates based on specific criteria.
How does DupeCatcher work?
DupeCatcher works by comparing records in real-time as they are entered or edited in Salesforce. When a new record is created or an existing record is updated, DupeCatcher automatically scans the database for potential duplicates based on the matching criteria set by the admin or user.
The matching criteria can be based on any combination of standard or custom fields in Salesforce, such as name, email address, phone number, or other unique identifiers. If a potential duplicate is identified, DupeCatcher will display a notification to the user or admin, allowing them to review the records and decide whether to merge them or keep them separate.
DupeCatcher can also be configured to run scheduled scans on the entire database, allowing admins to identify and merge existing duplicates on a regular basis. This can be particularly useful for large databases with a high volume of records.
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Benefits of using DupeCatcher
- Improved Data Quality: By identifying and merging duplicate records, DupeCatcher can help improve the overall data quality of your Salesforce org. This can lead to more accurate reporting and analysis, as well as a better user experience for your team.
- Time Savings: Manually identifying and merging duplicate records in Salesforce can be a time-consuming and tedious process. DupeCatcher automates this process, allowing admins and users to focus on more important tasks.
- Cost Savings: By reducing the number of duplicate records in Salesforce, organizations can potentially save on storage costs and avoid wasted resources. This can be particularly useful for organizations with large databases and limited storage capacity.
- Customization: The paid version of DupeCatcher offers more advanced customization options, allowing organizations to tailor the duplicate detection and merging process to their specific needs. This can include custom matching criteria, scheduled scans, and reporting.
Best practices for using DupeCatcher
- Set up matching criteria carefully: The accuracy of the duplicate detection process in DupeCatcher relies heavily on the matching criteria that you set up. Make sure to choose fields that are unique and relevant to your business, and test the matching algorithm thoroughly before deploying it to your team.
- Train your team on how to use DupeCatcher: While DupeCatcher is designed to be easy to use, it’s still important to provide training and support to your team to ensure they understand how to use it effectively. This can include training on how to review potential duplicates, merge records, and customize the matching criteria.
- Regularly review and merge potential duplicates: DupeCatcher is designed to identify potential duplicates in real-time, but it’s up to your team to review and merge them as needed. Make sure to set up regular scans and reminders to review potential duplicates and keep your database clean.
- Monitor the effectiveness of DupeCatcher: It’s important to regularly monitor the effectiveness of DupeCatcher
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1) DupeCatcher only identifies duplicates in real-time at the point of entry (either by manual input or via a web registration form).
It does not deduplicate on bulk import or clean and deduplicate records already in Salesforce.
2) Currently, DupeCatcher does not support bulk imports.
3) Create tasks for alerts.
4) Ignore public and private email domains for compliance.
5) Can use Salesforce reports to generate duplicate reports.