Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Duplicate Search and Merge- The Perfect Data Doctor
Search and Merge duplicate records on one of the leading de-dupe tool
- Business Need
- Admin & Developer ToolsData Cleansing
- Requires
- Sales CloudService Cloud
Manage your duplicate records and improve data quality. DSM makes it easy to create custom queries to search for duplicate data, select master record and merge duplicates. Schedule your jobs and run it on demand. 100% native deduplication tool.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales CloudService Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimited
App Details
- Version
- Duplicate Search and Merge/2.18 2.18.0
- Listed On
- 01/10/2017
- Latest Release
- 03/13/2023
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 14Custom Tabs: 9Custom Apps: 1
- Lightning Components
- Global: 13App Builder: 12Community Builder: 0
- Languages
- English
Security
Additional Details
Duplicate Search and Merge makes managing duplicate data easy in Salesforce! It is a simple to use deduplication tool which cleanses the duplicate records in an easy step by step manner. DSM (Duplicate Search & Merge) runs natively on Salesforce, so data does not leave Salesforce org. As there is no data transfer at any point, data remains safe and intact. The application covers the following functionalities: • Customizable filers on Standard/Custom Objects and Fields • Automatic/Manual Master record selection • Preview screen to verify the ‘to-be master’ record before actual merging is initiated • Schedule your dedupe jobs • Export your duplicates before merging, just to keep your data safe • Re-parenting of child records while merging the Parent records • Real time info on duplicate groups and records of saved jobs • Fuzzy logic for selecting the record to retain • Save your searches for future use • Intuitive dashboard; Automated jobs • Start/Edit saved searches on the go • Intelligent notification alerts on successful merge with the master record details We recommend using Salesforce Dupe Catcher app for duplicate data prevention.
Need help?
Mirketa Inc
Dublin
Email and Phone support available during 7 AM to 3 PM EST.