Free App
5-star rating on AppExchange
Lightning component
Easily see duplicates
Easily Find Duplicates
Potential duplicates component makes it easy for user to see duplicates and merge them, right from a record. Eliminating duplicates is an ongoing job, why not get everyone to help out as they're using the system?
Pricing
A Version for Everyone
Powerful free version. Advanced features in our paid version. Or hand off your cleanup to us.
- Merge custom objects and most standard objects
- Scan your org for duplicates
- Bulk merge hundreds of records at a time
- Unlimited users and unlimited merges
- Email support
- Live chat support
Premium
Advanced tools for saving time and improving data accuracy.
Contact Us for Pricing
- Everything in Free, plus:
- Fine tune your merges using field merge rules
- View merge history for your org
- Undo accidental or incorrect merges
- Scheduled automerge to keep your org dupe-free
- Phone Support
Custom Cleanup
Need something custom? Contact us to clean up your data and establish duplicate prevention strategies.
Custom Quote
- Data analysis and recommendations
- Duplicate Rule Review
- Integration and import strategies
- Custom merge handling
- Data governance advice
- Advanced team, over 15 years of data experience
Duplicate records result in confusion and can cut into profits.
- Duplicates exist in every system.
- Duplicates cause users to distrust the system.
- Marketing automation can cause you to annoy prospects that are duplicated.
- Sales pipeline is muddled.
- Sales and marketing efforts are wasted.
With the Potential Duplicates component you can easily find duplicates and merge them.
Product Features
Identify and Merge duplicate records while you’re working
Time efficient
Merge duplicates in just a few clicks.
Empowerment
Generate accurate reports and improve adoption.
Clean data is reliable data
Users know they are looking at the right data.
Custom-friendly
Customize your matching criteria to catch the right duplicates.
How it works
A quick setup guide
Setup matching rules
Use Salesforce duplicate rules for:
- accounts
- contacts
- leads
- any custom object
to set up your matching criteria base on your business needs
Add the Component
Once your duplicate rules are set up, just drop the component on a lightning record page and you will start seeing duplicates. You can also customize which columns you want to display on the component and the merge screen.
See Duplicates
As users are using the system, they’ll see when there are potential duplicates.
Merge
Choose the master record and the values you want to keep. We only show you the fields that are different, plus any fields you always want to see.
Scan and Bulk Merge
For even faster cleanup, use the bulk merge tab to run your duplicate rules against your org and merge dozens of records at a time.
Testimonials
What our customers are saying
Already more than 200 companies are using our apps.
" BRILLIANT
1. Quick to install
2. Component is very user-friendly behind the scenes, and for the user.
3. Works perfectly on custom objects which we needed it for!"
Very quick to search and merge duplicates. Excellent support from the company regarding removing old duplicate record sets which could show false positives. Am going through hundreds of duplicates, would not be possible without a great tool like this. Thank you Paul and all.
" Great Little Component
Love this component!"
" Even merges related records
This component is great! If you don't have duplicate matching rules set up in your org, that could be a hurdle, but it is well worth it if you do! I could not find documentation on whether it merges related records like emails or even Chatter posts, but it does both, along with any other related records. Really surprising how well this works to solve a universal problem (current point count on idea exchange is 24,530). When I was installing this, I kept thinking "there is no way this is going to work without much more work," but it did!
Need to Know
Frequently Asked Questions.
Why am I receiving an Insufficient Access Rights error?
The most common reason that a user cannot merge two records is because they do not have Edit and Delete permission on all of the records that they are merging. More information on that topic you can find in this article: https://help.cloudanswers.com/en/articles/4277924-troubleshooting-merge-errors
Can I change the columns in the potential duplicates list?
Yes, you can change the columns that you see in the potential duplicates list. Just specify the API names of up to 10 fields in the settings and that’s what we’ll show when there are duplicates.
How do I set up the Potential Duplicates component?
The Potential Duplicates Lightning Component works for Accounts, Contacts, Leads, and Custom Objects. Go to this article where we cover setup and common questions https://help.cloudanswers.com/en/articles/2852441-installation-guide
Clients & Partners
