Duplicate Check empowers end-users, Salesforce admins, and developers to find, prevent and merge duplicate records in Salesforce. Processing ranges from manual to fully automatic. Use Duplicate Check as a native Salesforce app or leverage our powerful APIs and Flow Actions.
Approximately 25% of your records are duplicates. Use Duplicate Check to find duplicates in Lead, Contact, and Account objects and in all other standard and custom Objects. Duplicate Check also works cross-object. Our selection of matching types empowers you with both exact and fuzzy matching algorithms optimized for specific fields, like email, phone, and person names.
Once your Salesforce is clean, you don't want duplicates to return. Duplicate Check alerts your users in real-time when they manually enter a record that already exists and checks all inserted records for duplicates. Duplicate Check directly merges or lists the dupe for manual verification instead of blocking the creation of a dupe. It works on all entry points: manual, import, API, web-to-lead.
Run and schedule jobs to check your Salesforce database for duplicates. You have finely-grained control over how to process found dupes: merge them one by one, merge a selection, or automatically merge above a threshold you set.
Leverage our Apex plugins, Apex or Rest API, Flow Actions, Lightning Components to seamlessly integrate duplicate checking and merging into your processes. The workflow of your users will hardly change, making sure that your data quality will immediately improve.
Duplicate Check will find duplicates in and across all objects and merge and convert according to your business rules. Set merge rules for an object and specify field-specific rules as you see fit. Manually merging a duplicate pair is always an option for the most fine-grained control.
When records automatically enter Salesforce through a web to lead form or a marketing automation tool like Pardot or Marketo, Salesforce will get filled with duplicates without anyone realizing it. Use Duplicate Check's Direct Processing option to merge incoming duplicate records without user interaction or place them on a list for manual reviewing.
Used natively, Duplicate Check is proven to work with millions of records. However, there are several methods of execution available depending on the requirements of a job. Use Duplicate Check Local to leverage the power of your local machine and keep data within your environment. Alternatively, harness the power of Plauti Cloud for even faster processing and larger jobs without the need to keep a local machine running. Plauti Cloud introduces some neat new possibilities, such as collaborating on jobs.
Set up Flow Actions to gather duplicate IDs from a DC Flow Output. You can also find Master Records by DC Search Action Output.