Configure

 
 

Configure

Every Salesforce Organization is different and therefore you need an application that can adapt to every situation. Duplicate Check can be configured to suit your personal needs and wishes allowing you to find duplicates exactly how you want it.

Scenarios - Create scenarios and define on which fields duplicates are detected and scored. Decide for yourself on what fields you want to put more weight in a scenario. The amount of available scenarios differs, you get 1 scenario in the Free version, 3 in Advanced and 5 in Premium.

Sharing Rules - Even though your users don't have access to your entire database, you still don't want them to create duplicates. With this feature they get an alert that they are creating a duplicate but the details are still not visible. Keep it clean and private.
Basic Objects - Use Duplicate Check on your Lead, Contact and Account objects as well as on your Person Account Objects. All duplicates are presented on a results list.
Frequent words - Words that you use often can be seen as duplicates. Use our standard list or create a custom list of frequent words that should not be taken into account when checking for duplicate records.
Set for Merge - You don't want everybody to have all rights in Salesforce. If there are users that don't have the correct rights to merge records, they can alert the administrator by pressing the Set for Merge button.
Record Types - Duplicate Check allows you to define different configurations for every record type. This means you can use Search Scenarios for a specific record type to optimize your results.
Product numbers - Duplicates can also occur from numbers. This feature detects duplicates based on their number.
Custom Fields - Decide in what fields Duplicate Check needs to search to find duplicates, including manually created fields.
Basic Merge Rules - Based on one simple rule to determine the master record.
Advanced Merge Rules - Not only can you determine the master record, you are also able to set an advanced rule for all fields.
Advanced Discard - Flag false positive duplicates from your results list so they no longer show up as duplicates.
Standard and Custom Object - All your standard objects are searched for duplicate records. But because every organization is unique so it is common that you need to create custom objects. This feature allows you to perform all the features and functionalities of Duplicate Check on your own custom objects.
DC Audit - If you need to see what happend to records in the past or if you need to know which users have merged or converted records, use the Audit Logging feature. This gives you the ability to track all actions performed by you and your users, as well as all actions performed automatically by Duplicate Check. This will keep you informed about everything that happend to your data.
 

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