D&B Connect for Salesforce

D&B Connect for Salesforce simplifies the complex burden of data management in your CRM.

Data Health: Automate data management and maintain data quality in your Salesforce CRM.

Match Accounts: You can define match rules for Accounts and Leads right within the user interface.

Configure Basic Match Rules: Set your Confidence Code as your core criteria for matching.

Configure Advanced Match Rules: You can set Match Quality/Match String and Inclusion Criteria.

Custom Match Rules: Create custom match rules to be applied by country or region.

Prevent Duplicate Entries: Search between your instance and the Dun & Bradstreet Data Cloud.

Resolve Existing Duplicates: D&B Connect will flag redundant records; select and merge duplicates.

Enrich on your terms: Choose from over 1,600 data elements to append to your records.

Discover Corporate Relationships: Reveal more opportunities and resolve territory conflicts.

Refresh on your terms: Control match refreshes, rematch attempts, and transactional matching.