CloudAnswers Potential Duplicates Component & Bulk Merge
By CloudAnswersData Management
- Rating
- 4.9
- Reviews
- 24
- Pricing
- Free
- Listed since
- 2019
About CloudAnswers Potential Duplicates Component & Bulk Merge
Proactively identify duplicates and merge them
CloudAnswers Potential Duplicates is an easy-to-use tool that lets you find potential duplicates and merge them!
Get everyone to help keep the database clean and duplicate-free with the lightning component! When you make duplicates easy to see, everyone can clean them up as they work.
Have a bigger duplicate problem? Go to the bulk merge tab to scan your org for duplicates and merge them quickly.
To identify duplicates, you will need to set up Salesforce Matching Rules and include them in at least one active Duplicate Rule on the object. See our knowledge base for more info.
Works for Accounts, Contacts, Leads, and Custom Objects.
Highlights
- Easily see duplicates right on a record page based on your custom matching rules. Get everyone's help getting rid of duplicates, and you'll be amazed at how easy it is to keep a clean database.
- Leverages Salesforce's duplicate rules so you don't have to set up your matching rules multiple times.
- Use the bulk merge tab to scan objects for duplicates and merge hundreds of records at a time. Review each group or let automerge choose the winning values based on simple rules.
Screenshots
Image 1 of 15
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Platform Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 20, 2022
- Languages
- English
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