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Duplicate Management

Detect, eliminate, and prevent duplicate records from misleading your sales and marketing teams and adding friction to your customer journey.

Dedupe

Clean up existing duplicates and maintain a duplicate-free CRM.

  • Get started fast with pre-configured scenarios or create your own.
  • Merge standard and custom objects, including Contacts with indirect Account relationships.
  • Identify duplicates by matching fields or loading a file.
  • Specify the records evaluated by Dedupe with record selection conditions.
  • Match on standard and custom fields using 20+ exact, fuzzy, and customizable matching algorithms.
  • Employ cross-field matching to find more duplicates, e.g., compare the email field against the alternate email field.
  • Use out-of-the-box or custom winning record rules and field rules to specify the record to retain and the values to keep for each field during a merge.
  • Work with your results using an inline editable and exportable duplicate results grid
  • Track which record IDs remain in Salesforce with automatically created post-merge files.
  • Save scenario settings and schedule Dedupe to run on its own.

Convert

Keep your Lead queue duplicate free.

  • Find Leads that match existing Contacts or Accounts in one process with cross-object deduplication.
  • Convert Leads in bulk, and create a new Account and Contact for each Lead record.
  • Specify the records evaluated by Convert with record selection conditions or by choosing a Campaign.
  • Match on standard and custom fields using 20+ exact, fuzzy, and customizable matching algorithms.
  • Highlight existing relationships without converting a Lead by adding a link to the matching Account on the Lead record.
  • Save scenario settings and schedule Convert to run on its own.

DupeBlocker

Put a protective barrier around Salesforce and prevent duplicates at the source.

  • DupeBlocker is a native Salesforce duplicate blocker and part of the DemandTools suite.
  • Identify duplicates in real time and handle them based on business needs and end user experience.
  • Prevent duplicates on standard and custom objects, and between Lead, Contact, and Account records.
  • Specify which records and users are evaluated by each scenario using filters.
  • Detect duplicates as records are created or updated for real-time prevention.
  • Choose what happens when a duplicate is detected and either block, auto-merge, auto-convert, and report duplicates, or redirect users to an existing record.
  • Use Apex code to customize the action taken when a duplicate is detected.
  • Understand scenario effectiveness with the DupeBlocker dashboard.

Import

Ensure list imports don’t create duplicate records.

  • Compare spreadsheets against records of multiple objects in one process before import. E.g., compare an event attendee list against existing Leads, Contacts, and Accounts.
  • Identify duplicates in your spreadsheet and prevent them from being created.
  • Use multiple comparison steps to match records using different combinations of fields and matching algorithms for each object.
  • Create new records and simultaneously update existing records when matches are found.
  • Save matching and field mapping settings for future imports or to schedule an import.
  • Click here to learn more about Import.

Best data management tool I’ve used

“We initially purchased DemandTools specifically for deduping but quickly found that it can be used for so much more. The duplicate management tool is extremely powerful. I can’t live without the record merge function. Excellent customer support—responds quickly. Some of the best application resources I’ve used.”

Deb Luebchow, Regional Solutions Expert / IT Project Manager, Doosan Portable Power

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DemandTools Features

DemandTools Features