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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.
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Showing 10 of 10 Reviews
Merge Job Failed!
I like the basic concept and design of the product, but it has only successfully worked for me once. Every time I try to do a mass merge on the Account object I get a failure. It constantly tells me that it failed because of either Trigger(s) or Duplicate(s), even though I've disabled all of my Account duplicate rules and the only Account Trigger I have is yours.
A real time saver!!
This product works like a charm. I was able to use it easily and on top of all it works.
Maximum view state size limit (135KB) exceeded
Receive error message "Maximum view state size limit (135KB) exceeded. Actual view state size for this page was 198.72KB ". I've retried multiple times with different search filters.
Rajeev Kumar
11/09/2017
Ken, Sorry that that View State error prevented you from using this App. Since we are using native solution to manipulate duplicate data we run into View State error intermittently. This error is encountered by some users/orgs and not all and we have not been able to replicate and fix it. We have decided to remove this app from AppExchange until we have a fix for this. thank you for giving our App a try. - Rajeev
Advitya - Well done
I reviewed the Advitya app for deduping in my dev environment. The user interface is simple and easy to use. I liked the Search and especially Merge functionality across various objects (and fields). This gives the sys admin or end user to merge dupe records easily. This feature is interesting cos the focus has always been on Accounts (for dedupe purpose) but there always exists other duplicate records across other objects. Good idea, The Second feature of Managed Save is neat as well. This allowed me to revisit and edit my search results.
Nice and easy
Great idea and app! Looking forward to future releases, please make them soon! :)
Sadly not good
Displays a list of duplicates, but doesn't show any fields other than the ones that matched which would allow the correct "master" record to be identified. But this doesn't matter because, unbelievably, the software doesn't allow the user to pick a record as the "master" anyway. Instead you have to choose a field, in advance of even finding any duplicates, to use to discriminate between the duplicates (basically you can choose based on age - never mind whether the data is right). Outside the test lab, over here in the real world, we don't know which record should be the master yet because we haven't seen the list and been able to compare the data. Sorry, but this in not the way to design software for real users. Even for free this is unusable.
@Duncan, it is hard to take your review as legit. You seem to have spent 10 minutes with the app (based on the time stamps we have for installation to your review). Regardless of how you brilliant you are, you couldn't even have got a hang of what this product can do. Besides, trying to solve your bulk de-dupe problems in your FREE dev org that is tied to your personal id. Really? Your community profile has nothing but one review. For someone so quick with the reviews, i find it very hard to believe that your review is not staged. It seems like an intentional attempt to bad mouth a legit product that is solving a critical need. BTW, quite a few orgs are already using it. Having said that, here is our POV on your review itself: 1. While some people might like to be able to pick master records for thousands of duplicates, it will take you hours before you can run the dedupe. For certain you cant run as scheduled job. We are not attempting to solve that problem currently. You should perhaps use a standard SF DeDupe experience that lets you do that one record at a time. 2. Although, age could be one way to handle, there are other attributes that you can use to filter the master selection. While in your FREE dev org query time may not be an issue, for orgs dealings with 100s of thousands of records we need to let users pick the fields that we know are indexed. You conveniently forgot to mention about fields for filtering. 3. You do have flexibility to review and edit master records' details before merging and can unselect the records you dont want to merge. You could modify the data to make sure that masters look right and rerun the de-dupe. 4. The product has been used successfully in "real" life orgs to merge/manage thousands of records. Would be happy to work with you to develop a custom solution if you are really looking for a solution.
Simple and works! Minor bug though
Advitya is great! Does exactly what I need, without unneeded extra complexity. One bug though: duplicate criteria don't support number fields. I tried for a while to use a number field, but it never showed up in the drop-down. I finally figured out to convert it to text, and it showed up. Please allow number fields too!
Thanks for your feedback Ryan. We didn't include number fields for dupe searches as we didn't see the use case for that. Based on your comments, we will add that in our next version. Also, saw your comment on view state error. Would love to get more information on how you got that so we can replicate on our end. What will make us earn a 5 star rating from you? - cheers
A Lifesaver
I think I may cry I'm so happy right now. I was facing 3000+ duplicate leads and was searching for a cheap solution. This program was quick to install, easy to use, and most importantly, DID THE JOB. - I asked it to merge based on oldest created date as the master and it retained all notes and campaigns from the duplicate record. THANK YOU!!!!!
Thank you for the awesome review Robyn, we are happy that you liked our product. I case of any queries, issues, suggestion or feedback, please do write to us at rajeev@mirketa.com, we would love to hear more from you. Thanks again for helping us out making the product better. Cheers- Rajeev
Error
Maximum view state size limit (135KB) exceeded. Actual view state size for this page was 197.356KB when installed in production having 30000.
Ryan Barrett
09/08/2017
https://success.salesforce.com/ideaView?id=08730000000aLDIAA2
Ryan Barrett
09/08/2017
I'm seeing this too. :/
Great start, but there is room to grow!
I have tested this app in a Partial copy Sandbox and can say that, for a free app, it's a very good start. Pros: - Overall Ease of use (make sure you follow the User Manual!) - Works on existing Data - Supports innate Saves searches and provides content updates on them in a Dashboard view - Supports mass-merging - Allows .XLS and .CSV exporting - Dashboard presents user-based duplicate management stats for your saved duplicate searches Cons: - No rule-set for new/incoming data management (You can use Dupe Catcher or other free Apps to complement). - Merge Report fields are minimal and locked down. You can preview each result, but you need to exit the system and modify - Maximum view state size limit is 135KB - Master Record selection = (created date or last modified sate) + (Latest or Oldest), which is very limiting Next step Suggestion: - Within the Merge Report, allow the user to edit the Fields shown. Thanks!
Victor Buzatu
07/20/2017
Hi Rajeev, That's definitely better. Although having to scroll as much as the org. has fields for the researched object can be cumbersome. a more concise UI would help (X number of lines per row, and Y number of rows per view?) As for the master record selection, the filter can be your baseline, but ideally the user should be able to modify which record becomes the master within the search result, somehow. Ex: If we make a search by first+last name, and set the "latest updated" as master, maybe for object dependency reasons, we might want to switch master to another duplicate record within the result page.
Hi Victor, we have worked on the feature that you pointed out. No need to exit the system to compare duplicate records and modify anymore, in the new version you can now compare all your duplicates on the Modify page and can manually edit/select which field value you want from which record, that'll automatically go into the master record. Thank you for your valuable suggestions and helping us out making the product better. Do try the updated product and write to us at rajeev@mirketa.com incase of any queries or suggestions, we'll try to incorporate any/all suggestions possible to make the product better for our users...cheers - Rajeev
Thanks for the detailed review/feedback Victor. Extremely helpful in prioritizing the enhancements. 1. We will add the record id field for the report. 2. We process the duplicates within Salesforce unlike other bulk dup management apps that take the data outside SF for processing and then presenting the merged records. Since we rely on Salesforce for page size limitation, we can't change that. With the current setup you could still manage thousands of duplicate records at a time which we feel is sufficient for most organizations. 3. Since Dupe Catcher does a great job for incoming duplicate data, we don't have this very high on our priority. Do you think we need this? 4. We have enhancements plan for the merge report fields. We will include your suggestions. 5. We wanted to start with something simple on master record selection. I would love to hear your suggestions on what would be a good set for master record selection. you can send me a direct email at rajeev (at) mirketa.com. Thanks again for detailed review. it is helpful indeed. cheers
Ken - we have completely redesigned the app using Lightning components. it takes care of state size limit issue. Would love for you to try it again. - cheers