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CloudAnswers Potential Duplicates Component & Bulk Merge

Proactively identify duplicates and merge them

Overview

Potential Duplicates comes with two powerful ways to help eliminate duplicates: 1. Let users see and merge duplicates right from record pages. 2. Scan your org for dupes and merge them in bulk for quick cleanup. 100% Native. 100% Free.

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See How CloudAnswers Potential Duplicates Component & Bulk Merge Works

  • 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.

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.

Categories

Business Needs
Sales
Productivity
IT & Administration
Personas
Administrator
Business Operations Manager
Business User
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield
Lightning App Builder
Salesforce Mobile

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