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See Duplicate Management for standard Salesforce Deduping. Use that unless you have specific needs.
Other Apps
Duplicate Check for Salesforce
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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). |
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- 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.
Other Apps
Live Services
Work as you are editing the record.
- Ring Lead http://www.ringlead.com/salesforce-applications/data-cleanse/
- Cleaner http://1771.co/portfolio-item/cleaner/
Cloud services
- 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 +
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