The Single Table Deduplication module is capable of finding and merging both standard and custom objects. The deduplicator allows for 100% control in terms of how the duplicates are identified and multiple different methods to merge the records. The user can choose between a fully manual “Custom Merge” or use one of our advanced record selection rules (or even create their own) to execute an automated master vs. non-master merge process.
Features Include:
- Master Field Rules - Field Based Custom Merges
- Filter Match Results Option
- Ability to Read in an External File of Matches
- Create a Backup Master / Non-Master File
- Mass Merge Records in DupeBlocker Warnings or Salesforce Dupe Management Duplicate Record Sets
- Bulk API Records to Search Tab
- Create Tasks to Track Merges and/or Send an Email When the Merge is Complete
- Master Rule Options
- Indicate if Contact is a "Portal/Community User"
- Combine ALL Options by Type for Mergeable Fields
Capabilities & Features
- Flexible identification of potential duplicates
- Easy to use interface for standard and custom objects
- Ability to read in an external spreadsheet with master/non-master ID's
- Ability to merge from DupeBlocker Warnings or Salesforce Duplicate Record Sets
- Custom Merge capabilities (allows the user to select fields from all records in the duplicate group to retain in the final merged record)
- Pre-Built Scenarios aid in quicker setup (are customizable and should be reviewed by each user)
- Save custom scenarios for quick recall and use
- Can be scheduled through Windows Task Scheduler and/or DemandTools JobBuilder
- Sub-Object ownership reassignment
- Custom Master Rule creation
- Custom Field Rules (allows for an automated field based custom merge)
- Create Tasks to Track Merges and/or Send an Email When the Merge is Complete
Click HERE for information on Single Table Dedupe Step 1
Click HERE for information on Single Table Dedupe Step 2
Click HERE for information on Single Table Dedupe Step 3
