TOP 5 DE-DUPLICATION TOOLS

TOP 5 DE-DUPLICATION TOOLS

Salesforce CRM aims at giving its customer a quality data. In this real time, world Data Quality matters a lot. It helps to keep your org clean and tidy. No one wants to see the bulk of data having the same information. Just imagine a library having same types of books and same story concepts. Would you prefer to go there again? A big NO. Similarly, it is a best practice to remove duplicate data from time to time and keep your free from having the bulk of unwanted data.

According to my experience with several duplication tools, I found some to be just awesome and worth using them. To be short and precise here are the tools worth spending your time:

CLOUDINGOCLOUDINGO

It is a cloud-based app and helps to clean your database. It provides a dashboard to show duplicates. It has its own filters and we can create it on our own too. Its user interface (being drag n drop) is very simple to work with. It offers the tool to stop insertion of duplicate records. One can easily configure multiple filters in it. It is cheap and priced on an organization level. It can mass update and mass delete records. It allows you to merge data according to the filter applied. It has the capability to Auto-Merge and Mass Merge your data. The best part of using this tool is to customize it in our own way. You can create filters and merge your records. This tool has so much buzz because of mass and automatic merges based on present features and that keeps duplication notices upon entry off by default. It has a good batch dedupe feature which clean accounts, contacts, and leads

DEMAND TOOLS

It is a desktop tool and designed for system administrators to provide data quality. It provides data cleansing, data maintenance, data verification for import, export, and duplication of data. It features drag n drop functionality and provides a detailed success and error log file. It compares an external file with salesforce data. It mass update fields, performs a mass merge of duplicate records, mass backup data. It is robust if learned right as knowing it takes time. It uses inbuilt logic to deduce according to the company name, address, zip codes and phones. It dupes contacts only. It can dedupe high volume of data due to desktop infrastructure. If your data volume is high and you perform data loads on a regular basis then this is perfect for you.

DUPECATCHER

It is a fantastic free tool for preventing duplicates from being entered in the system in real time. It acts as a shield for duplicate data and identifies, block and dedupe leads, accounts, contacts and person accounts. This won’t let you check bulk records as it does not support bulk deduping. It can only stop insertion of duplicate records but we can’t do anything for the existing duplicate records. It first identifies and then blocks duplicate leads, contacts, accounts and person accounts. It uses standard and custom salesforce fields to remove duplicates. It helps to merge and convert duplicate records into single records. It retains full control on blocking and merging of records thus eliminating any fear of loss.

DUPEBLOCKER

DupeBlocker stops the users from being able to create duplicates in REAL time, as well as web lead dupes, SFDC to SFDC dupes and more. It supports all salesforce objects including opportunities and custom objects. Along with custom object, it supports custom fields too to remove duplicates. It has a dual filter option which allows specification of which object should be compared against which object. The Auto-Merge Auto-Convert features allow scenarios to automatically merge new incoming records with existing records that match and the merge is based upon customizable mappings. It has built in “bypass and insert” option.

RING LEAD

It is a web-based tool and very easy to use. It has great merge features. If there is a problem with a merge, it has an undo feature which would fix the merge issues. If your data volume is medium and you want to handle everything in the cloud with not much desktop support, ring leads can be a good fit. It saves time as “Unique Entry” alerts you to existing duplicates as you type them in. This app shows a preemptive warning once you’ve entered a small portion of the record, allowing you to pause and work with the existing record rather than creating a duplicate, resolving, and finally moving forward.

Each of the duplication tools has its own pros and cons. Let’s understand them more clearly and try to compare each other according to its features provided.

CRITERIA CLOUDINGO Demand Tools DupeCatcher DupeBlocker Ring Lead
Type Of Application Web-based Desktop tool Web-based Web-based Web-based
Paid Yes Yes Free Yes Yes
Objects Supported Account, contact, leads and person Accounts and custom objects Account, contact, leads and person Accounts and custom objects Account, contact, leads and person Accounts Account, Contact, Opportunity, Lead and custom objects Account, contact, leads and person Accounts and custom objects
Unique Feature Dedupe imports prior to insertion of data. Dedupe high volume of data in less time One can stop insertion of duplicate records but allows only merging of existing records It has Auto merge and auto convert feature. It has dual filter option. It has an undo feature if merge is done wrong
Speed to set up and run Medium Fast Medium Medium Medium
Ease of use Easy to use Takes time to load but is robust if learnt Easy to use Easy to use Easy to use
Volume of data supported Medium Large Medium Medium Medium
Demand Tools

Demand Tools

What is Demand Tools

Demand Tool is the leading data quality & data cleansing toolset for salesforce.com customers worldwide. Demand Tools is a suite of 10+ individual data quality modules to control, standardize, de-duplicate, import and generally manipulate Salesforce and/or Force.com data. Designed to work in the Developer, Professional, Enterprise and Unlimited versions of Salesforce. Demand Tools is a client-based application that Salesforce administrator’s install on their Microsoft Windows computer.

How to install Demand Tools:-

Step 1: Go to https://www.crmfusion.com page.

Step 2: click on Download Trail Tab.

Step 3: Download Demand Tools 2.7 (32bit or 64bit).

Step 4: Double click on Demand Tools Setup and follow the instructions step by step.

After Successful installation, a window appears like below:-

Login

Proxy

 

 

Now if you want to use Demand Tools with your sandbox for a trail, first you need to click on Proxy/Endpoint Setup and then click on Use Custom Endpoint checkbox and Enter your custom Endpoint and press OK Button and then click on Sandbox Login Checkbox and then enter your Salesforce Username and password and then click on Login to Sandbox Button.

Note: Custom EndPoint Like-  https://test.salesforce.com/services/Soap/c/39.0  
After this, a new window has opened like below:-

Here, enter your Salesforce.com Organization ID and after filled this, click on Create Trial Account Button. This trial account is valid for only five days from created date.

Demand Tools Modules

The Demand Tools has the number of modules but some important modules are described below:-

The Demand Tools MassImpact module is used to modify hundreds or thousands of EXISTING records WITHOUT importing or exporting. Like, update shipping addresses fields with data from the business address fields. This module can be used to perform data standardization functions to normalize data across records and Transferring account address information to associated contacts and Concatenating field values from multiple fields into one. You can create and save custom scenarios for future use.

The MassEffect module is used to perform Insert/Import, Update, Upsert, Delete, Export operation within Salesforce. This Module is used for many important cases like if you want to Migrate data from legacy systems to Salesforce and Insert Salesforce Content that resides locally on your PC (in .csv file) and you can create and Save field mapping for future use by creating the template which is used for all imports and updates.

PowerGrid module is used to update mass records with an easy to use grid based view of the data.  Here, Fields can be updated directly inside the grid with the ability to review all changes before pushing the updates to Salesforce.  It is primarily designed for use with a maximum of about 20K records at one time.  If you have recorded more than 20k you can also use this but it takes more processing time. You can also perform delete operation on records within Salesforce.

The Reassign Ownership module can be used to mass transfer the ownership of ANY object in Salesforce and its related sub-objects in a single pass using either a set of user-specified conditions or an input file of ID’s to determine which records should be reassigned.  A single new owner can be specified, or a group of records can be assigned to multiple new owners, either randomly or by specifying match conditions. You can also Create Tasks or Summary Events to track ownership changes on the parent object record.

The Demand Tools MassBackup module allows the user to take backup with user-friendly interface and it creates a .mdb backup file of Salesforce data on your local computer.  The .mdb database that is created is fully relational and useful for different types of integrations. This module is supported with the 32bit version of Demand Tools. But the overall size of the resulting .mdb file also cannot exceed 2GB.

BulkBackup module also used for backup your Salesforce data but it uses Bulk API to export the data and save to .mdb (32bit only) or .csv files. It has user-friendly interface and this module will not work for Salesforce Professional Edition (PE) Users because BULK API is not supported by Salesforce in Professional Edition.

Report Edit module is a simple module that provides access to all custom Salesforce reports allowing for some basic operations to be performed like Rename Reports, Update Report Descriptions and Delete Reports. Only users with “Modify All Data” on their Salesforce Profile will be able to use Report Edit due to Salesforce’s complex report permission structure.

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