Detect, remove, and prevent duplicates in Salesforce
Detect and remove duplicates in bulk and as new records enter Salesforce. Say goodbye to dirty data and make more confident decisions.
per duplicate is the cost of dirty data
Deduplication in Salesforce is manual
You’re juggling a lot. The last thing you should be spending your time on is tedious, repetitive data cleanup in Salesforce.
Dupes are hard to find
Salesforce flags potential duplicates only when viewing an individual record, providing no way to identify duplicates at scale.
Max merge of 3 records
Manually merging records will work if you’re cleaning a small number of records, but what do you do if you get hundreds of new records daily?
Manual review required
Determining record survivorship and field retention in Salesforce is a manual per-record process and it gets out of hand fast.
Solution
Get to the root of your data hygiene fast
Automatically identify and merge duplicate records at scale to ensure your team always has data they can trust.
Eliminate duplicates fast
Identify groups of duplicates, customize how records are merged, preview before committing, and then generate reports to show what was merged, all with no code.
Clean & keep it clean
Dedupe large volumes of existing records, then keep your data clean by implementing proactive deduplication to stop bad data from entering Salesforce again.
Trust your data
Stop relying on skewed reports or inflated forecasts. Eliminate and prevent duplicate data in Salesforce so you can be confident you are making decisions with reliable data.
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Speed up data deduplication in Salesforce
Find duplicates in bulk.
Configure survivorship criteria in bulk to control which records are kept.
Configure field retention criteria in bulk to control which fields are is kept.
Merge any number of records together at a time.
Mass merge any object in Salesforce, including custom objects.
Preview how records will be merged before committing.
Auto-merge duplicates upon entry.
Features
Clear away the data clutter
Any object dedupe
Support for any object in Salesforce.
100% Salesforce native
Keep your data safe by ensuring it never leaves your org.
No-code
Start cleansing in minutes with a guided no-code UI.
Cloud-based
Dedupe large data volumes without being restricted by your local machine.
Customizable rules
Customize survivorship and field retention rules to decide what is kept.
Multi-user login
Allow multiple users to assist with dedupe projects.
Multiple tiebreakers
Get more precise than other tools by creating a hierarchy of winning criteria.
Merge preview
See how merge criteria will impact records.
FAQ
A partner with answers
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What is mass deduplication software?
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Mass deduplication software automates the matching and merging of existing records in Salesforce. Complete Clean from Traction Complete gives you granular control over the matching and merging process, helping you efficiently eliminate duplicates within minutes.
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What is duplicate prevention software?
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Duplicate prevention software stops bad data from entering your CRM by matching and merging duplicate records in real time.
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How Complete Clean different from Salesforce’s built-in duplicate management functionality?
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Salesforce’s built-in duplicate management functionality flags and blocks duplicates based on your custom rules. However, when resolving those duplicates you can only merge up to three records at a time which can lead to incomplete merges and time-consuming clean-up projects.
Complete Clean, available as a managed package on the Salesforce AppExchange, addresses these limitations by helping you:-
- Dedupe any Salesforce object without code
- Set custom survivorship and field-by-field retention rules for more control over the merge process
- Merge any number of records into one
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Are Traction Complete’s products 100% native to Salesforce?
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Yes! All of Traction Complete’s products are 100% native to Salesforce which means there is no integration to maintain and your data never leaves your org.
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How can I learn more about duplicate management best practices in Salesforce?
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We recommend downloading the Step-by-Step Guide to Deduplication to learn how to get started on your next deduplication project. If you have more questions about keeping data clean in Salesforce reach out to our team of experts.
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