Plauti Deduplicate is a comprehensive deduplication solution for Salesforce, trusted by over 17,000 organizations. It offers fast setup with no data transfer required and is ready for Large Data Volumes (LDV), capable of handling millions of records. The application identifies duplicates in Leads, Contacts, Accounts, and any other standard or custom object within Salesforce, including cross-object deduplication. It employs 20+ matching algorithms with both exact and fuzzy matching capabilities on standard and custom fields. Users can set merge rules to pick the master record and determine which fields should populate it. Duplicates can be merged or converted one by one, in selections, or automatically based on a duplicate-score threshold. Plauti Deduplicate also provides automated deduplication by scheduling jobs to regularly check for new duplicates and automatically merge or convert them based on defined rules. It directly processes duplicates as they enter Salesforce via web-to-lead, import, or API, either in real-time or by placing them on a list for manual review. The application empowers end-users by alerting them in real-time when they create a new duplicate, allowing them to merge duplicates directly or report them for manual review. For existing records, users can see duplicates in real-time and choose to merge, convert, or flag them. All deduplication capabilities can be customized, extended, or integrated for projects inside and outside Salesforce through the Apex API, Rest API, Plauti Deduplicate Flow Actions, or SFDX plugins. Plauti Deduplicate offers features like DC Job for batch duplicate identification, custom duplicate detection rules, advanced fuzzy matching, synonym matching, frequent word exclusion, advanced merge rules, and the ability to process duplicates in or outside of Salesforce using Plauti Cloud. It also provides insights and analysis on detected duplicates, merged records, and converted records, allowing users to track progress and optimize data cleaning plans. Real-time notifications prevent duplicates, and direct processing options handle incoming duplicates automatically or flag them for review. Collaboration features enable users to flag suspicious records, suggest merges, and share merge pages for feedback.

Features & Benefits

• Find all Duplicates
  • Locates duplicates across Leads, Contacts, Accounts, and any standard or custom Salesforce object.
• Deduplicate across standard and custom objects
  • Performs cross-object deduplication to find duplicates across different object types.
• 20+ matching algorithms
  • Employs exact and fuzzy matching on standard and custom fields for comprehensive duplicate detection.
• Merge and Convert Duplicates
  • Allows users to set merge rules, merge/convert duplicates individually or in bulk, or automate the process based on a duplicate-score threshold.
• Automated Deduplication
  • Schedules deduplication jobs to regularly check for new duplicates and automatically merge or convert them.
• Directly Process Incoming Duplicates
  • Cleans duplicate records coming in via web-to-lead, import, or API in real-time or places them on a list for manual review.
• Empower end-users
  • Alerts users in real-time when creating duplicates and allows them to merge or report duplicates.
• Integrate & customise
  • Customise, extend or integrate all deduplication capabilities for your projects in- and outside Salesforce through the Apex API, Rest API, Plauti Deduplicate Flow Actions or the SFDX plugins.
• Find Duplicates in Bulk
  • DC Job lets you create a batch job to identify all duplicate records in Salesforce.
• Duplicate Detection Rules
  • Use every nuanced detection feature in Plauti Deduplicate to create custom scenarios for finding duplicates.
• Advanced Fuzzy Matching
  • Plauti Deduplicate employs 20+ fuzzy matching techniques.
• Synonym Matching
  • Users now have the ability to add their own synonyms, build custom synonym lists, and recognize synonymous terms as matches when searching for duplicates.
• Standard & Custom Objects
  • Use Plauti Deduplicate to find duplicates in Lead, Contact, and Account objects and in all other Standard and Custom Objects.
• Cross-Object Deduplication
  • With Plauti Deduplicate, you’ll be able to discover duplicates across standard objects or other objects, including custom objects.
• Frequent Words
  • Plauti Deduplicate's Frequent Words feature allows users to select frequent words that will be excluded when searching for duplicate records.
• Advanced Merge Rules
  • When merging records within an Object, Plauti Deduplicate calls upon the Merge Rules to pick a master record and to determine which fields or groups of fields should be stored in that master record.
• Automatically Merge & Convert
  • Besides being able to easily merge and convert dupes manually, the Auto Merge feature lets you automatically merge duplicate records with a threshold level of your choice.
• Process Duplicates in- or outside of Salesforce
  • Plauti Cloud introduces a fresh processing alternative, enabling you to dispatch your duplicate check task for execution on the Plauti Cloud.
• Large Data Volumes ready
  • Used natively, Plauti Deduplicate is proven to work with millions of records.
• Deduplicate when Importing Records
  • The Unique Import feature intelligently compares your imported data with your current records.
• Insights & analysis
  • Plauti Deduplicate gives you detailed insights about detected duplicates, records merged, and records converted.
• Prevent Duplicates in Real-Time
  • Keep your finger on the pulse of your data with live notifications. Plauti Deduplicate warns users in real-time when they enter a record that already exists.
• Directly Process Incoming Duplicates
  • Use Plauti Deduplicate's Direct Processing option to merge incoming duplicate records automatically or choose to flag them on a list for manual reviewing.
• Collaborate when Deduping
  • DC Live opens a world of collaborative options.
• Unlimited Users
  • Instead of limiting data management powers to a select handful of users, embrace the Plauti philosophy and equip the users you want with the features you feel they need.
• Integrate & Customize
  • Leverage our Apex plugins, Apex or Rest API, Flow Actions, Lightning Components to seamlessly integrate duplicate checking and merging into your processes.
• Flow Actions
  • Set up Flow Actions to gather duplicate IDs from a DC Flow Output. You can also find Master Records by DC Search Action Output.