DupeBlocker, part of Validity Engage: duplicate prevention

How exactly is this useful?

1. You cant do cross field mapping. I have multiple phone/email fields but I cant check if the data is in another field (i.e. personal email vs. alternate email. 2. Correct me if I'm wrong, but it seems that you can't eliminate contacts in the same household/organization. So if there are 2 contacts on the same account with the same HOME PHONE, it will give me a match! This doesnt seem anymore useful than standard SF matching rules. I'm using NPSP, maybe its different for other SF versions.

Clunky set-up and Very Poor Customer Service during trial period

Although the Application appears to haver a lot of functionality, it was very difficult to get a trial up and running. Amongst all their resources and videos, when it came to problems running scenarios and getting merge Operations to work, it was unreliable. Worst of all, whenI contacted my account manager or Support, they didn't try to jump on my issues and resolve them. Also Customer Service reply to you with a Zendesk support ticket and the link doesn't even work. So why not just send and email, or register you on Zendesk? I don't think they take prospects seriously until we become paying customers. Also, the fact the the Duplicate-Blocker works separate to the Demand Tools, was also an issue. Dupe Blocker is a managed package within our Salesforce Org. But, the Demanad Tools is a separate App and must connect to Salesforce and perform all of it's operations outside of Salesforce. This means that if we want to encourage our users to manage their own duplicates and merge their Accounts etc, they have to log into the Demand Tools App. And the whole idea of Salesforce is that we stay on one screen and in one App for the majority of our CRM duties right? I think that when a new opportunity like me arrives, they should amek sure I have great support until my setup is working and I am happy. I gave this company 6-weeks to try and sort my issues out but it was pull, pull, pull the whole time.

A great application that does what it says

Simply put, it's a great tool for preventing duplicates from being created. I love the robust options to handle duplicates -- you can block, merge, or point to an existing record, which all have their own time and place for use. It's a really powerful tool for an admin where there's not really many great declarative alternatives. They've really made improvements over the years to get this to be a consistent user experience in the Lightning Platform (no bigger pet peeve of mine than when a user has a jarring disconnection from the Salesforce platform due to a third-party application that has a completely different look/feel). It's not *perfect* (but then again, no application is), but I'm optimistic that the application will continue to be tweaked towards a seamless user experience. This is the best product on the market I've seen that's easy to maintain declaratively and scales well. Would highly recommend for anyone looking to proactively prevent data hygiene issues!

It does not work!!!

It has been 3 months since we have discovered an issue in our org. We have been communicating with the support staff and the account management since the beginning and they are unable to resolve the issue. Validity finally identified the issue and say that they added the fix to their sprint but don't have an ETA. Very disappointed with the customer service. Validity, if you are reading this, please fix the issue and get it released asap.

Wish I had this at my last postion

Great way to stop running into constant accounts in CRM system.

LEX Version Nice, But Suggested Records Should Open in New Tab or Window

Can this be configured so that opening a suggested existing record opens a new window or tab? Currently, in LEX, opening one of these records will override the edit page you're presently working in such that you have to go back and re-enter all your data if it's determined that the record isn't a duplicate.

You need this indispensable SFDC App -- right now!

If you care about data quality then you care about squashing duplicate leads, contacts, and accounts before they get into SFDC. DupeBlocker effortlessly prevents pesky duplicate records from entering your pristine SFDC environment. It comes with several out-of-the-box scenarios that will get you up and running in minutes. It prevents dupes from entering by manual entry (sales reps) or by API (Marketo or Eloqua sync). For serious data quality lovers, this app is a must!

Works as advertised, however it would be nice if...

It would be nice to have the ability to scan the entire database against your set of rules/scenarios.

Easy setup and flexible

I love DupeBlocker’s flexible setup and duplicate reporting options. This allows me to give different users just what they need for duplicate detection. Being able to detect duplicates on custom objects has been a big help.

Still the Gold Standard

DupeBlocker provides admins with the most control, reporting and best support of any de-duplication product. It provides the ability to set detection scenarios on critical standard objects and any custom object with many options for tight, loose and fuzzy matching algorithms. After matching is done, DupeBlocker provides you with multiple options to process the records from simple clicks-not-code actions like auto-merge to initiating Apex classes or re-directing to Visualforce pages. And if you can't figure out how to solve your de-duplicate problem with DupeBlocker, their support is quick, knowledgable and helpful to get you the solution you need.