features

Duplicate Check

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See how it works
Find, prevent and merge duplicate records

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.

What does Duplicate Check do?
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Find duplicates

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.

Find duplicates
Prevent duplicates

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.

Prevent duplicates
Clean your Salesforce

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.

Clean your Salesforce
Integrate in your custom processes

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.

How to integrate
Integrate in your custom processes
Merge by your rules

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.

Merge by your rules
Automate and save time

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.

Automate and save time
Process Large Data Volumes

Duplicate Check technology is proven to work with millions of records. Use Duplicate Check Local to leverage the power of your machine. By no longer depending on Salesforce's processing power, you will have your duplicate results for larger jobs much faster.

Process Large Data Volumes