The elements you need to clean and manage Salesforce data accurately and in less time.
Duplicate Merging and Prevention Features
Import, Export, Delete Features
Verify Features
Duplicate records cause problems for businesses.
92%
73%
68%
44%
DemandTools Elements is the easiest way to eliminate duplicates in Salesforce.
Manage your duplicates in minutes, not months.
Get accurate reports you can trust.
Enable everyone to do their job more effectively, efficiently, and profitably.
Manage your duplicates in minutes, not months.
Prevent new duplicates and merge existing duplicates in bulk with repeatable processes that retain the specific records and field data your business needs.
Get accurate reports you can trust.
Enable everyone to do their job more effectively, efficiently, and profitably.
Prevent new duplicates and merge existing duplicates in bulk with repeatable processes that retain the specific records and field data your business needs.
Improve the effectiveness of your sales, marketing, and customer support efforts —as well as the revenue and retention they generate —with better data quality.
“DemandTools Dedupe module is the crown jewel of the DemandTools suite. Duplicates cause operational issues, negatively impact customer experience and distort metrics. I have been using DemandTools for almost 10 years across two organisations. As a non-profit with high volumes of data coming from many external sources, the only way to stay on top of duplicates is through automation. DemandTools has allowed us to build complex rules to automatically eliminate the vast majority of duplicates. It is a cornerstone of our data management strategy.”
DupeBlocker
Put a protective barrier around Salesforce and prevent duplicates at the source.
- DupeBlocker is a native Salesforce app for duplicate prevention and part of the DemandTools suite.
- Quickly implement duplicate prevention with pre-configured scenarios or create your own.
- Detect duplicates as records are created or updated for real-time prevention.
- Prevent duplicates on standard and custom objects, and between Lead, Contact, and Account records.
- Specify which records and users are evaluated by each scenario.
- Rely on flexible algorithms such as fuzzy, acronym, and nickname matching to detect duplicate records.
- Optionally, use Apex code to customize the action taken when a duplicate is detected.
- Understand scenario effectiveness with the DupeBlocker dashboard.
Dedupe
Clean up existing duplicates and maintain a duplicate-free CRM.
Duplicate Dashboard
Monitor the number of duplicates in Salesforce and ensure your scenarios are addressing the many ways duplicates can be identified.
- Get started fast with pre-configured matching rules or create your own.
- See the total number of duplicates for Leads, Accounts, Contacts, and Opportunities in your Org.
- Schedule your deduplication scenarios to run automatically.
- Quickly access saved scenarios to take immediate action or see when they’re scheduled to run next.
- View your recent activity and history of total records merged by month
Object, Record, and Field Selection
Choose which records are evaluated for more control over how data is combined.
- Dedupe standard and custom objects to keep all your data clean.
- Run deduplication against all or a subset of records.
- Use specialized filter criteria like relative date operators to dedupe the exact set of records you want (e.g., only include records created today).
- Specify which fields to show in the results grid or use the pre-selected fields for quicker scenario setup.
- View fields from the object you’re deduping and other related objects to help with manual review of duplicates, e.g., show the name of the parent account record when deduplicating.
Matching Rules
Identify duplicate records based on your definition of a duplicate.
- Match on standard and custom fields.
- Compare one or more fields to identify matching records.
- Use 20+ exact, fuzzy, and customizable matching algorithms to match field values, including acronyms (match H.P. to Hewlett Packard) and nicknames (match Jeff to Jeffrey).
- Employ cross-field matching to find more duplicates (e.g., compare the email field against the alternate email field).
Winning Record Rules
Decide which record in each duplicate group remains in Salesforce and retain the best data for your business.
- Create winning record rules to select the winner in every duplicate group with the click of a button, or manually select the winning record in each group.
- Set winning record criteria based on a field value (e.g., keep the Contact record with the lead source of website).
- Count related records and keep the record with the most relationships (e.g., keep the Account in each group that has the most related Opportunities and Contacts).
- Use one or more conditions to define the winning record
- Score each condition so the record that meets the most conditions is selected as the winner.
- Save rules for consistent merging and use in automated deduplication scenarios.
Field Rules
Define which value is kept for each field.
- Set each field to retain the value from the winning record or create conditions that specify the value to retain.
- Set field values to come from the newest, oldest, or most recently modified record or retain the most common value in the group.
- Use logic such as custom scoring to rank field values in order of importance, ensuring you keep the right pieces of information for your business.
- Save field rules for use in automated scenarios.
Merge Options
Have even more control over your duplicates.
- Add a prefix to the non-winning record name instead of deleting it from Salesforce to retain the record ID in Salesforce in case a merge needs to be reversed.
- Enable your Salesforce assignment rules to run during a merge and keep record ownership on track even when records are combined.
- Export your duplicate results to a file to get team feedback on which records to merge.
Automation
Maintain a duplicate-free CRM without lifting a finger.
- Schedule saved deduplication scenarios to run daily and merge duplicates before they cause problems.
- Create, edit, and automate deduplication scenarios from any web browser so data quality never has to wait.
Revolutionize your data with DemandTools.
“The matching logic is by far the best feature of DemandTools and it is better than anything I’ve seen from other tools like Cloudingo.”
Sahil P. – Senior Revenue Operations Manager
“I love that scrubbing data is so easy with DemandTools. We have a lot of quirkiness to our data and the ability to create scenarios and save them to be used over and over again is such a time saver!”
Diane Hackbarth – Salesforce Administrator
“The duplicate management tool is extremely powerful. I can’t live without the record merge function.”
Deb Luebchow – Regional Solutions Expert / IT Project Manager, Doosan Portable Power
Be the guardian of your most valuable business asset.
Get DemandTools Elements today.
DemandTools Elements is the easiest way to cleanly import records in Salesforce.
Manage your import process
in minutes.
Get accurate reports you can trust.
Enable everyone to do their job more effectively, efficiently, and profitably.
Manage your import process in minutes.
Get accurate reports you can trust.
Enable everyone to do their job more effectively, efficiently, and profitably.
Improve the effectiveness of your sales, marketing, and customer support efforts—as well as the revenue and retention they generate—with better data quality.
“DemandTools is the easiest way to move data back and forth within Salesforce.”
Import
Cleanly add records to Salesforce and eliminate pre-import data prep.
- Insert records into standard and custom objects.
- Upsert and update records on multiple standard or custom object in the same process.
- Find matching records between the spreadsheet and Salesforce using match conditions for more accurate updates and upserts, or use an external ID or Salesforce ID as the key field.
- Add Lead and Contacts as campaign members during the import process to ensure proper customer nurture and campaign attribution.
- Create and assign tasks to any record during the import to trigger timely sales follow up or track important milestones.
- Specify which rows to process in your input file so you can sort your data and choose the exact records to work with, e.g., start at row 50 and end at row 200.
- Utilize built-in standardization formulas to automatically format data during the import instead of fixing it in the spreadsheet.
- Use the add constant option to specify values for fields not represented in the spreadsheet instead of manually adding them to the file.
- Invoke assignment rules during import to manage record ownership without adding owner IDs to the spreadsheet.
- Save field mappings for import consistency.
- Import data from .xlsx and .csv file types.
Export
Transfer Salesforce information to other business systems, extract specific data sets, or back up Salesforce records.
- Export all records of an object or a subset of records using select and where clause conditions instead of complicated SOQL queries.
- Query more data with the ability to use nested queries and polymorphic relationship and child object querying.
- Export archived Tasks that can’t be seen in Salesforce reports.
- Maintain a current Salesforce backup with on-demand exports.
Delete
Remove old records, free up storage space, and stay in compliance with data regulations.
- Delete records in bulk using record selection conditions to identify the records to purge.
- Preview and export records prior to deleting.
- Soft delete records into the recycle bin with the ability to undelete in bulk.
- Hard delete records to permanently remove them from Salesforce.
- Use the bulk API to process large amounts of records and use less API calls.
- Schedule delete scenarios for automated clean-up of old records.
DemandTools Elements is the fastest way to verify email addresses in Salesforce in bulk.
Manage your email
verifications in minutes.
Get accurate reports you can trust.
Enable everyone to do their job more effectively, efficiently, and profitably.
Manage your email verifications in minutes.
Get accurate reports you can trust.
Enable everyone to do their job more effectively, efficiently, and profitably.
Improve the effectiveness of your sales, marketing, and customer support efforts—as well as the revenue and retention they generate—with better data quality.
“We use it to verify the validity of emails typed in manually by our CSRs that are often mistyped or misspelled. It saves us from getting high bounce rates and possibly blocklisted from ESPs.”
Verify
Don’t let your customer-facing teams waste time sending messages that will never reach their contacts.
- Verify Lead and Contact email addresses in bulk.
- Automatically log verification date and status on the record in Salesforce.
- Identify bad email addresses to purge from your CRM.
- Get a graphical read out of your verification statuses.
- Export verification results to help remove bad email addresses from other business systems.
BriteVerify
Rely on the best in contact verification to protect your brand reputation.
- Check email addresses for typos, syntax, valid domains, and to see if there is a human at the other end
- Show the verification status for each email addresses as valid, invalid, accept all, or unknown
- Receive guidance on how to handle each address based on its verification status
- Join thousands of leading brands that trust BriteVerify, the industry’s longest standing and most complete email and contact verification solution
Be the guardian of your most valuable business asset.
Get DemandTools Elements today.
Be the guardian of your most valuable business asset.
Get DemandTools Elements today.