Getting started with the Premium Edition

Last published at: 2022-06-09 16:32:52 UTC

Thank you for using the Premium edition of Duplicate Check for Salesforce. The Premium edition has a couple of unique advantages in comparison with the Free and Advanced edition. In this article, we will show you how to use the maximum potential of the Premium Edition.


Before you get started with the Premium edition and its features, make sure that you have refreshed your Duplicate Check license to make the Premium edition live. Navigate to this tutorial and learn how.

These are the key features you get with the Premium edition. You can learn more about and how to use them by following the links.

Fuzzy Matching

Fuzzy matching is analyzing all kind of values with spelling errors, typing mistakes or different formatting and brings back the best results possible when using Duplicate Check. The Search Index is a feature that comes with the Fuzzy Matching, and it helps Duplicate Check to compare records in a more advanced way. Learn more in this article.

Cross Object

The Cross Object feature can find duplicate records across different objects. If you have leads that are already contacts, Duplicate Check will find them. Learn more about how in this article.

Extended Duplicate Prevention tools

Besides the basic prevention features in our Free edition, the Advanced edition offers some additional features for preventing the creation of duplicates records in real time, upon entry, right after a bulk import and more. Learn more about these features: DC Live, Unique Import, Web to Lead

Automated Merge / Convert tools

You can now merge or convert duplicate records automatically. Records can be entered one by one or in batches; Duplicate Check can merge or convert them for you and save a lot of time. Learn how in our Auto Merge and Auto Convert articles.

Scheduled deduplication jobs

Automate the entire process of finding and merging duplicate records. You will be able to schedule jobs that will run automatically at a frequency that you decide yourself. Learn how in this article.

Export Results

You are now able to export duplicate check jobs results to a .CVS file format. With this feature, you can create reports about the status of your database based on the fields that you decide yourself. Learn more about DC Export in this article.

Use Duplicate Check with all Objects

Duplicate Check is now able to work with all Objects in the Salesforce environment, even the custom Objects. Learn how to apply Duplicate Check to your custom object in this article.

Advanced discard

An algorithm that sometimes tells Duplicate Check that some similar records are in fact unique records and flags them 'false positive' duplicate records. Duplicate Check will not show them again as potential duplicates. Learn more in this article.

Duplicate Check Entry

DC Entry is a feature that prevents the creation of duplicates upon their entry by replacing the native Salesforce entry page with DC Entry page. Learn more about DC Entry in this article.

Direct Processing

Direct Processing feature merges and converts duplicate records at entry point without any user interaction. It can process records imported 1 by 1 or in bulk. Learn more about how in this article.

Duplicate Check Filter

The DC Filter can include or exclude any record based on a field value. You can sort out your job results and search for duplicates in a particular part of your Salesforce database. Learn more about DC Filter in this article.

API Integration

You can easily integrate Duplicate Check with your back-end applications and customizations. Use our Apex API to find, merge and prevent duplicate records. Learn more about API Integration in our development guide.

Frequent Words

Exclude frequently used words from your matching process. For example, if you're dealing with a lot of restaurants, Duplicate Check might think that "Arnhem Restaurants" and "Hem Restaurants" are duplicate. By excluding the word "Restaurant", Duplicate Check will only compare "Arnhem" with "Hem" and give you a more accurate matching score. Learn more in this article.

Merge Rules

Decide yourself witch decisions Duplicate Check should take when it has to choose between duplicate records and its values. Create an in-depth strategy for all your automated merges using merge rules. Learn more in this article‍.

DC Audit

DC Audit logs all activity you or your users do. You can also filter the activity logged by enabling a filter to perform clean reports. Learn more in this article.