Features

DC Job lets you create a batch job to identify all duplicate records in Salesforce. Once set up, you can easily access them and manually (or automatically) process them when you like. You can quickly find any job you're looking for using built-in filters. DC also allows you to monitor the status of currently running jobs as well and keep track of jobs scheduled to run. Additionally, you can export reports, merge & convert records, and more.

Records enter Salesforce in different standards, for instance, “Doctor” or the abbreviated “Dr.” This makes duplicates hard to spot and means they often evade detection, even though they are duplicates. To catch every discrepancy in the data, Duplicate Check employs 20+ fuzzy matching techniques.

Essential for any Salesforce org big and small. 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.

Duplicate Check's Frequent Words feature allows users to select frequent words that will be excluded when searching for duplicate records. For instance, the word “university” might be useful to exclude when checking for duplicate records related to higher education. Choose between a list of typical, frequently occurring words, or create a personalized list with your own words.

Besides being able to easily merge and convert dupes manually, the Auto Merge feature lets you automatically merge duplicate records with a threshold level of your choice. You easily define your requirements on the Merge Rules page. Likewise, the Auto Convert feature lets you convert identified duplicates with ease. Working with delicate records? Before taking this action, you can manually review the batch results and select which records to discard during the conversion process.

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.

Duplicate Check gives you detailed insights about detected duplicates, records merged, and records converted. You can track your progress with previous months to compare and optimize your data cleaning plan. You can also keep track of what percentage of incoming records are duplicates. Additionally, with the DC Audit Log, you always know exactly what actions have been performed in Duplicate Check, by any user.

When records automatically enter Salesforce through a web-to-lead form or a marketing automation tool, Salesforce will get filled with duplicates without anyone realizing it. Use Duplicate Check's Direct Processing option to merge incoming duplicate records automatically or choose to flag them on a list for manual reviewing. This method works on all entry points, whether manual insert, import, API or web-to-lead.

Instead of limiting data management powers to a select handful of users, embrace the Plauti philosophy and equip the users you want with the features you feel they need. After all, they are in the driver's seat with the data daily, so they know it best. Now, anyone in your organization can take action against duplicate data. Maybe you don’t want all users with this power? Simple. Users can also flag potentially bad data for later review.