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CloudAnswers Potential Duplicates Component & Bulk Merge
Proactively identify duplicates and merge them
- Business Need
- SalesProductivityIT & Administration
- Requires
- None
- Compatible With
- Sales CloudService CloudPlatform Cloud
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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remarkably useful
Very quick to search and merge duplicates. Excellent support from the company regarding removing old duplicate record sets which could show false positives. Am going through hundreds of duplicates, would not be possible without a great tool like this. Thank you Paul and all.
Really useful. but i have this litle issue
This app is very usefull. i like it that much, it help us to gain time for managing the duplicate records. But the last time, using the merging feature in the record, i have encounter this issue. "Update failed. First exception on row 0 with id XXXXXXXXXX; first error: FIELD_INTEGRITY_EXCEPTION, La valeur de latitude est manquante : Latitude de l'adresse de facturation: [BillingLatitude]". Is anyone have the same issue, and what is the workaround for that ? Thank you.
Great de-dupe tool
I have already installed this app in 5+ Salesforce orgs, and I always receive excellent feedback from users. I can confirm that it's indeed an intuitive and useful de-dupe tool.
Stupid Simple.
That feeling when you come across something and wonder why it's not already in the core product. And then you think of all the time it's going to save you and your clients... Keep up the great work, CloudAnswers!
Great tool
Easy, intuitive and efficient!
Amazing!!
I have been working with thousands of duplicates for the past, I have been exporting data in Excel, and write a bunch of Formulas, long story short, my brain was fried. I woke up this morning and found this tool, I am now one step closer to completing my cleanup project. My question is, how does this tool treat text field? Meaning, I have an "Additional Contact Info" field on Contacts, let's say that field is not blank on 2 duplicate records and I would like to keep that value for both fields under the principal record, is this tool that detailed to merge and combine text field?
On the Bulk Merge tab, that functionality is available in Automerge for long text and rich text fields. We have not added it to all text fields or other merge screens where you are reviewing the data. If you have other questions or ideas, we'd love to hear your feedback at help@cloudanswers.com.
Nice tool, I love it
I really love this tool, this is what I wanted for the custom objects. I just have one wish open: I need merge rules too. Let say if I wanna keep both text values separated with a pipe. I would be perfect. :)
Best Merge Tool!
The best merge tool on the appexchange!
Could Answers Branding?
Hi, We love this product, it is great! However, we noticed today that Cloud Answers branding has now appeared. This is very noisy and cluttering the UI for our users who have no idea who Cloud Answers is. Can we have an option to remove that?
Thanks for the feedback, Diane, and glad you are enjoying the product. We were having a support problem where people were not sure which component was ours and which one was the standard component available for Leads and Contacts, so they were logging cases with Salesforce support instead of reaching out to us, and vice versa. We added the logo in a spot that was previously blank, but we appreciate your feedback, and we'll add it to the ideas list. If you have any other ideas on how to make the app better, feel free to reach out to us: https://cloudanswers.com/contact
Fills a Critical Functionality Gap in Salesforce's Duplicate Management
This allowed me to utilize standard duplicate and matching rules in Salesforce for custom objects, something that Salesforce should already be doing. Regardless, this works well, and I really appreciate CloudAnswers filling this functionality gap!
This issue was fixed in a previous release. If you're having any other issues, feel free to reach out to our support team https://cloudanswers.com/contact