Duplicate Check for Salesforce
- https://appexchange.salesforce.com/listingDetail?listingId=a0N300000055fXxEAI
- free for first 10,000 rows.
- Batch and automated in paid plans
- Also merges up to 15 account.
- May be good for a first cut bulk merge.
- See pricing http://www.addressedworld.com/pricing/duplicate-check-for-salesforce
- Reasonably priced, good features.
- EXCEPT, you can't dedupe custom objects without the Enterprise Plan for $1299 / year
- Is number of records the number of records in your system available to be de-duped or the number of de-dupes performed?
Dupe Blocker
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Download the trial of Demand Tools (http://www.crmfusion.com/demandtools/), and then send CRM Fusion an email (nfp@crmfusion.com) asking to get the free NFP licensing for both Demand Tools and Dupe Blocker. (see http://www.crmfusion.com/nfp.php). You need to include your OrgID and your NFP confirmation (eg a copy of your DGR status or the ATO certificate is fine). |
- Free for NFP's so it is great!
- Really good tool
However
- You need to keep on top of the indexing - especially after a large import.
Dupe Catcher
- Free - so until the SF one comes out then this one may be good enough - but push for a real dupe blocking tool like Ring Lead.
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- Ring Lead http://www.ringlead.com/salesforce-applications/data-cleanse/
- Cloundingo
Duplicates
The duplicates to check for are particular to each organisation but here are some basics.
- First Name + Last Name + Email
- Last Name + Email (depending on if you deal with Families that share email addresses - may not be useful).
- First Name + Last Name + Phone (or Mobile)
- First Name + Last Name + Street
- Account Name
- Account Name + Phone
- Account Name + Street + City
- Account Name +