Single Table Dedupe
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Single Table Dedupe Overview
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. T...
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Single Table Dedupe - Pre-Built Scenarios
Common Settings for Account, Contacts and Lead Scenarios Selection of Objects: Use all objects Update Fields where Master is Empty: All selected Combine Field Values: NONE SELECTED Merge Type: Salesforce Merge Extra Field Logging: None Master ...
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Single Table Dedupe - Step 1
Select Object/Records to Dedupe 1: Select Salesforce Object to Dedupe or Load Scenario Manual Object Selection Use this option when creating a scenario from scratch. If loading a saved scenario this step can be skipped, as the object referenced ...
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Single Table Dedupe – Step 1: Select Fields to Show
In pre-built scenarios, some standard fields have been selected; phone, name, owner id, address information, etc. Be sure to select fields that will help determine if the duplicates returned should be merged, e.g. DUNS number, account number,or ...
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Single Table Dedupe – Step 1: Select Records to Search Tab
Look for duplicates across all the records in this object, or a subset of records. Reasons to subset may be volume related or strategically related Strategic: Only look for duplicates within a particular record type Volume: Only look for dupli...
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Single Table Dedupe – Step 1: Select Records to Search (Bulk API)
Unfortunately, Salesforce API timeouts are becoming more common especially for users with very large objects. We have added a new tab that will use the Bulk API to download the desired records based on the supplied conditions. We suggest trying t...
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Single Table Dedupe – Step 1: Select Master/Non-Master Records From File
Select this tab to read in an external spreadsheet of master id's and their corresponding non-master ID's for deduping. Only 2 columns are needed in the input file, Master ID & Non-Master ID. DemandTools will pull up the duplicate groups and all...
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Single Table Dedupe - Step 1: Select From DupeBlocker
This option will only be shown if DupeBlocker 3 is installed (does not work with DupeBlocker 2), and there are existing Warnings (Scenario set to Report Duplicate). DemandTools will pull up the duplicate groups and all the requested related fields...
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Single Table Dedupe - Step 1: Select From Salesforce Duplicate Management
This option will only be shown if Salesforce Duplicate Rules are active for the chosen table, and ONLY if there are Duplicate Record Sets that require merging (2 or more records in the Duplicate Record Set). DemandTools will pull up the duplicate ...
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Single Table Dedupe - Step 2: Match Criteria
Specify the criteria to be used when looking for duplicates, including the fields to be matched and the desired matching technique (does not have to be exact matches). When running a pre-built scenario, the match criteria is pre-populated, but can...
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Single Table Dedupe - Step 3: Results Grid and Merging
Reviewing Results Grid Fields selected on Step 1 are shown at the top of the interface The grid is sorted by the Duplicate Key It cannot be sorted in any other way To locate a specific record use the Find in this Column option Right-Click on th...
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Single Table Dedupe - Saving A Custom Scenario
Even if a user begins the de-dupe process using a pre-built scenario, it is very likely that some changes/modifications will have been made to fit the user's data needs. Modified pre-built scenarios can be saved for future use with the changes ma...
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Single Table Dedupe - Results Files
Upon completion of the merge various CSV files will be written out for tracking purposes. Merge Record File Basic report of the groups that were merged. After a merge is complete a Merge Report is created and saved in the DemandToolsData\Logfil...
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Single Table Dedupe - Creating/Applying a Master Rule
Master Rules allow for automated selection of master records for each group in the results grid based on attributes of the records in the duplicate group. Select a Pre-built Rule or Create a Custom Rule 1. Selecting a Pre-Built Master Rule Deman...
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Single Table Dedupe - Pre-Built Master Rules
DemandTools ships with a number of pre-built master rules for use when selecting master records. These can be used as is or modified as needed. Pre-built Master Rules will be displayed in the upper right hand portion of Step 3 - Results Grid The ...
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Single Table Dedupe - Master Rule and Field Rule Validity Check
Master Rule and Field Rule criteria is saved within the scenario file and ALSO saved as separate xml files in the DemandToolsData\Master Rules directory. When loading a saved scenario, an automatic check is done to see if there is a Master Rule or...
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Single Table Dedupe - Field Rules
Field Rules allow for an automated field-based custom merge, users pick a master record rule then set up rules for how to handle each field individually during the merge process. For example, use the Oldest record as the Master record, but use th...
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Single Table Dedupe - Export Grid Data
The results grid can be exported to a spreadsheet using the Export Grid Data option. When the option is selected, there will be 3 types of files that the user can choose to create. Save as Formatted XLS File: Exports to an xls file with all forma...
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Single Table Dedupe - Use Salesforce Merge - Unchecked or Unavailable
When this box is checked, DemandTools calls in Salesforce's merge call to perform the merge. This option is ONLY available when merging Accounts, Contacts and Leads and is the default for all pre-built scenarios and any new scenarios built from s...
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Single Table Dedupe - Merge Controls
Before executing the merge there are a series of options that should be reviewed thoroughly which will affect how the data will be merged. 1. Update Fields Where Master is Empty Note: Only applies when NOT using a Field Rule. If a field is p...
