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If you are using Lightning the standard Salesforce Duplicate checking is quite OK.
Add the Duplicates Component on the top right hand side of the page, above Chatter.
Set only to Report if you can't deal with live duplicates happening - eg if you have Web to Lead and a Duplicate is found, the Web to Lead will report an error. So set Create to Report, not to Alert.
Duplicate rules interfere with Process Builder, you will get a Process Builder error rather than an alert about Duplicates, so set it to Report rather than Alert if you are using Process Builder on that object.
See also Making Sense of Duplicate Record Sets and Some notes about standard Duplicate Management.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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