Review: Dupe Eliminator by Salesforce Labs

Did you ever want to be able to find duplicates or perform merges on objects other than Leads, Contacts, or Accounts? If the answer is yes, then I can save you the headache of searching 15 more developer forum posts for the solution. Dupe Eliminator by Salesforce Labs is a great free tool that can be found in the AppExchange.

It is a really simple to use tool that will remind you of how native Salesforce handles duplicates and merges. Here’s how it works…

Step 1: Download from the AppExchange and install it in your orgDupe Eliminator

Step 2: Select the object you want to find duplicates in or the records you want to mergeObject Selection

Step 3: Add any fields for further selection detail and/or add any filter requirements (Dupe Eliminator allows up to 5)Filter Options

Step 4: Select the boxes of the records you want to mergeView fields and Select

Step 5: Similar to how you would in Merge Accounts, you can view up to 3 records at once and compare them. You can select which record is the Master record and which field data should be included.Merge records

Step 6: Merge!

This has to be one of the best simple tools I have found in a while. I appreciate the fact that they allow you to select any standard or custom object and that you can view up to 3 records at a time. Another nice feature, that is something Merge Accounts doesn’t allow, is a filter criterion that is something other than the Name.

For its ease of use and headache saver, I give this product an A+.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s