Automatic deduplication for Salesforce.
Put an end to duplicates before they
Deduplication Features
Import, Export, Delete Features
Duplicate records cause problems for businesses.
92%
of companies say sales teams rely on CRM data to reach their revenue goals
73%
of companies say duplicate data is Marketing’s biggest obstacle when evaluating campaign performance
68%
of companies agree a bloated CRM leads to unnecessary costs
44%
of companies say duplicates prevent them from fully leveraging their CRM
DemandTools Elements is the easiest way to eliminate duplicates in Salesforce.
Built-in standardization formulas. No limits on record processing. Purchasable online. Improve the quality of your imported records, and simplify exports and deletions… today.
Manage your import process in minutes, not months.
Get accurate reports you can trust.
Market, sell, and support more effectively.
Manage your import process in minutes, not months.
Merge duplicates in bulk with repeatable processes and retain the specific records and field data your business needs.
Get accurate reports you can trust.
Schedule duplicates to be merged automatically so they never slip through the cracks, and you can focus on other priorities.
Market, sell, and support more effectively.
Improve the effectiveness of your sales, marketing, and customer support efforts —as well as the revenue and retention they generate —with better data quality.
Merge duplicates in bulk with repeatable processes and retain the specific records and field data your business needs.
Schedule duplicates to be merged automatically so they never slip through the cracks and you can focus on other priorities.
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.”
Mike Peppou, Head Of Business Solutions at Unicef
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.
- Quickly access saved scenarios to take immediate action or see when they’re scheduled to run next.
- Schedule your deduplication scenarios to run automatically.
- 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, (i.e., show the name of the parent account record when deduplicating Accounts,) to help with manual review of duplicates.
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.
- 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.
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.
Merge Options
Have even more control over your duplicates.
- Add a prefix to the non-winning record name instead of deleting it to retain the record ID in case a merge needs to be reversed.
- Track deduplication with a summary email report, a summary Task in Salesforce, or create a closed Task for each winning record.
- Enable your Salesforce assignment rules to run 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.
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.
Built-in standardization formulas. No limits on record processing. Purchasable online. Improve the quality of your imported records, and simplify exports and deletions… today.
Manage your import process
in minutes.
Get accurate reports you can trust.
Market, sell, and support more effectively.
Manage your import process in minutes.
Insert, update, upsert and export in bulk. Save field mappings and scenario settings making each process faster to execute.
Get accurate reports you can trust.
Use preconfigured formulas to standardize field values as part of the import process so your existing Salesforce reports include the new records.
Market, sell, and support more effectively.
Improve the effectiveness of your sales, marketing, and customer support efforts—as well as the revenue and retention they generate—with better data quality.
Insert, update, upsert and export in bulk. Save field mappings and scenario settings making each process faster to execute.
Use preconfigured formulas to standardize field values as part of the import process so your existing Salesforce reports include the new records.
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.”
Brian Degon, Director, Business Systems, Worchester Polytechnic Institute
Import
Cleanly add records to Salesforce and eliminate pre-import data prep.
- Insert, update, and upsert standard and custom object records.
- 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 dictate how data is formatted rather than 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.
- Find matching records between the spreadsheet and the CRM using an external ID or Salesforce ID as the key field for more accurate updates and upserts.
- Invoke assignment rules during import to manage record ownership without adding owner IDs to the spreadsheet.
- Save field mappings for import consistency and automation.
- 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.
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.