EW Dupe Finder

EW Dupe Finder revolutionizes how businesses manage duplicates in Salesforce. Unlike the standard Salesforce merge tool, which limits users to three records at a time, EW Dupe Finder allows you to merge up to 50,000 records in one go, ensuring your data is clean and optimized for maximum productivity.

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Strong features for your business operations

Advanced Duplicate Search

EW Dupe Finder utilizes a highly sophisticated duplicate search mechanism that digs deep into your Salesforce records, identifying duplicates with pinpoint accuracy.Whether the duplicates are exact matches or based on similar fields, the tool ensures that no duplicates go unnoticed, keeping your Salesforce data clean and consistent. This feature is crucial for preventing errors, data conflicts, and redundancies across your organization.

Scheduled Search

This feature allows you to set up automatic, recurring duplicate detection scans at regular intervals. You can define when and how often the searches take place, ensuring that your Salesforce environment is constantly monitored for duplicates without manual intervention. This automation not only reduces administrative overhead but also maintains data hygiene, making sure your records are always up to date and error-free.

Manual Merge

With manual merging, you have the flexibility to choose the master record and selectively merge fields from other duplicate records. This level of control is perfect for situations where automatic merging may not be ideal, such as when certain field values need to be prioritized or preserved. You can ensure that the resulting merged record is as accurate and customized as needed for your business processes, maintaining data integrity.

Auto Merge

Save time and reduce manual work with the Auto Merge feature. By setting up customizable Auto Merge Rules, you can let the system automatically merge duplicates based on specific criteria. Whether it's based on the most recently updated record or a record with a particular status, this feature ensures that your data is consolidated efficiently and without user intervention. Auto Merge helps maintain data accuracy while freeing up your team to focus on higher-level tasks.

Manual Search & Merge

EW Dupe Finder combines the flexibility of manual search with the convenience of immediate merging, all from one intuitive interface. This dual functionality allows you to search for duplicates manually and then perform the merge directly within the same view.

Data Cleanup

Maintaining clean data is critical for making informed decisions and generating accurate reports. EW Dupe Finder offers a comprehensive data cleanup process, removing redundant and inaccurate data that clutters your Salesforce environment. By eliminating duplicates and ensuring the integrity of each record, you can rely on your Salesforce data for effective operations and sound decision-making.

Enhanced Data Insights

EW Dupe Finder comes equipped with a detailed, interactive dashboard that offers actionable insights into your data quality. You can track the total number of merged records, monitor discovered duplicates, and review active scheduled jobs. In addition, visual charts provide a breakdown of duplicate instances and merged record distributions, helping you assess the overall health of your data and prioritize future data cleanup initiatives. This feature empowers you to make data-driven decisions to enhance operational efficiency and data integrity.

Advantages of using this tool

Scalability for Large Datasets

Unlike many tools that limit the number of records you can process, EW DupeFinder can handle merging up to 50,000 records at once. This scalability makes it ideal for organizations with large datasets, allowing for efficient data consolidation and reducing the need for multiple merge sessions.

Dual Functionality: Manual & Auto

EW DupeFinder offers the best of both worlds by providing the option for both Manual Merge and Auto Merge. You can choose to manually manage duplicates where needed for higher accuracy, or let the tool automatically handle merges based on rules you set. This dual functionality offers unmatched flexibility and control in maintaining a clean database.

Comprehensive Data Integrity

EW DupeFinder ensures full data integrity throughout the merging process by maintaining all related child records. Whether you’re merging Accounts, Leads, Opportunities, or Cases, the tool ensures that no associated data is lost or mismanaged, keeping your entire database accurate and complete.

Advanced Scheduling for Automation

The tool offers scheduled searches that automates the process of finding duplicates at regular intervals. This feature significantly reduces manual effort while ensuring that your Salesforce environment stays free of duplicate data. Regular automated checks allow you to focus on strategic tasks, without worrying about ongoing data maintenance.

Customizable Auto Merge Rules

The Auto Merge feature allows users to set customized rules for merging records. Unlike generic auto-merge functions in other tools, EW DupeFinder gives you full control to define specific criteria, such as prioritizing certain fields or records based on the most recent activity. This flexibility ensures that the merged data aligns with your organization’s unique data management needs.

Time-Saving Automation

With advanced features like Auto Merge, Scheduled Searches, and the ability to process large data volumes, EW DupeFinder saves organizations considerable time. Teams no longer need to manually sift through records or run multiple merge processes, allowing for more focus on core business tasks.

FAQs

Here’s a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

What is EW DupeFinder?

EW DupeFinder is a powerful Salesforce tool designed to identify and merge duplicate records across key Salesforce objects like Accounts, Leads, Opportunities, and Case. It includes advanced features such as automated duplicate searches, manual and auto merge options, and enhanced data insights to ensure a clean and accurate Salesforce database.

How does the Advanced Duplicate Search feature work?

EW DupeFinder’s Advanced Duplicate Search feature scans your Salesforce data to identify duplicate records. It uses customizable matching criteria to detect duplicates based on fields like email, name, phone number, or custom fields. The tool ensures that no duplicate goes unnoticed, helping to maintain data accuracy across your organization.

Can I schedule duplicate searches to run automatically?

Yes! With the Scheduled Search feature, you can automate duplicate detection at regular intervals. Simply set up the schedule according to your preferences (daily, weekly, etc.), and EW DupeFinder will automatically run the searches, keeping your Salesforce database clean and up-to-date without manual intervention.

What’s the difference between Manual Merge and Auto Merge?

Manual Merge: This feature allows you to select a master record and manually merge specific fields from duplicate records. It gives you full control over which data should be retained or merged.

Auto Merge: Auto Merge works based on pre-configured rules that automatically merge duplicates without manual input. You can set criteria (e.g., the most recently updated record) for the tool to follow, saving time while ensuring accuracy.

What objects does EW DupeFinder support?

EW DupeFinder supports the standard Salesforce objects such as Accounts, Leads, Opportunities, and Cases. If your organization uses custom objects, the tool can be configured to support these as well, making it adaptable to your unique data management needs.

How does the Data Cleanup feature work?

The Data Cleanup feature helps remove redundant, duplicate, or inaccurate records from your Salesforce environment. By scanning for duplicates and inconsistencies, EW DupeFinder ensures that your data is clean, organized, and ready for use in reporting and decision-making processes.

Can I track my data quality progress with EW DupeFinder?

Yes, EW DupeFinder includes an Enhanced Data Insights feature, which provides a comprehensive dashboard that tracks metrics like the number of merged records, discovered duplicates, and scheduled jobs. The tool offers interactive charts and graphs, giving you a clear picture of your data quality efforts and helping you monitor the health of your database.

Is EW DupeFinder difficult to use?

No, EW DupeFinder is designed with an intuitive interface, making it easy to use for both technical and non-technical users. With options for both automatic and manual processes, the tool offers flexibility to match your level of expertise and preferences for managing duplicates.

How does the tool ensure data accuracy during merges?

EW DupeFinder provides a high degree of control over the merge process. Whether you use the Auto Merge or Manual Merge feature, you can customize the rules and choose which fields to prioritize. This ensures that the most important and accurate data is retained during the merge, keeping your records reliable and consistent.

Can I run manual duplicate searches as well?

Yes, EW DupeFinder includes the Manual Search & Merge functionality, allowing you to perform manual duplicate searches at any time. You can review potential duplicates and then merge them directly from the same screen, providing you with full control over how and when duplicates are handled.

What kind of support is available for EW DupeFinder?

We offer comprehensive customer support, including documentation, tutorials, and a dedicated support team. Whether you’re setting up the tool for the first time or need assistance with advanced features, our team is here to help you every step of the way.