Aress Record Merge Tool logo

Aress Record Merge Tool

By Aress Software and Education Technologies P Limited

Rating
2.0
Reviews
2
Pricing
Free
Listed since
2024

About Aress Record Merge Tool

Unify Your Data With Ease

The Aress Record Merge Tool empowers administrators with a streamlined solution to tackle duplicate records effectively, ensuring data accuracy and enhancing organizational efficiency. By providing intuitive functionalities for identifying, merging, and managing duplicate records across various objects, the tool enables administrators to maintain a clean and organized database within their Salesforce environment. With its user-friendly interface and comprehensive merging capabilities, the Record Merge Tool simplifies the process of consolidating duplicate data, thereby saving time and resources while promoting data integrity and reliability.

Highlights

  • Duplicate Record Identification: This can be accomplished through manual review of records or leveraging tools or queries to uncover potential duplicates.
  • Dynamic Object and Field Choice: Users have the flexibility to select Salesforce objects and fields dynamically using intuitive picklists. The options for objects and fields are generated dynamically, providing flexibility in selecting records.
  • Conditional Querying: The component facilitates condition-based querying, enabling users to define criteria for retrieving records. It offers range of conditions such as Equal To, Not Equal To, Starts With, Ends With, and Between for accurate data.
  • Customizable Merge Queries: Empowers administrators to create personalized merge queries, prioritizing data retention to safeguard critical information throughout the merging procedure.
  • Merge Preview and Review: Delivers a thorough preview of duplicate records alongside their associated data prior to merging, empowering administrators to scrutinize and validate merge actions, thus mitigating the risk of data loss.
  • Bulk Merge Functionality: Enables administrators to efficiently merge duplicate records in bulk across multiple objects, streamlining the consolidation process for enhanced efficiency.
  • Intuitive User Interface: The component provides an interactive user interface featuring options to select child objects and customize query conditions. Users can effortlessly navigate through the UI to choose, filter, and query records.

Screenshots

Parent Object Selection Wizard

Image 1 of 7

Parent Object Selection Wizard

Pricing

Free.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Revenue Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Essentials
  • Professional
  • Enterprise
  • Unlimited
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on September 27, 2024
Languages
  • English