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Applications Comments
| Applications Ideas
Dupe Alerts
Automatically give warning message when you are entering a duplicate account or contact
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wyliecoyotenz 10/09/06 |
This would be useful - witht he proviso that you are able to specify what a duplicate is...we have the situation in our company where mulitple accounts may have the same name. We would want to only flag a dup if the account name, division and department were all matching. |
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AFroggatt 10/09/06 |
This would be great in our business. We have individual reps operating their own territories and they have no visibility of account and contact they don't own. (franchise business). This would avoid the customer being approached multiple time by seperate franchise owners. |
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Vinaya 10/11/06 |
Extend the duplicate check for Lead and Opportunity as well (and any other object as needed) |
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mankind 10/11/06 |
Invaluable. Why on earth sForce does not have a dedupe alert is pure craziness. If two contacts have the same email address that is a 'duplicate' for sure and should be an option. In fact, declone ringlead should be part and parcel of the app...you should not have to pay for it. I am seriously concerned that competitors such as Netsuite actually have a competitive advantage over sForce in the long run. |
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jgreene 10/11/06 |
Amen brother. |
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Teixeira 10/12/06 |
We have just spent alot of time de-duplicating our data and this feature would help maintain the clean data that we currently have. |
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Woodson 10/12/06 |
There are a number of key design questions we are considering with regard to this feature. I would love to get some more specific feedback on some of these questions. For example: How would you want to determine the criteria for determining a duplicate? Several people have suggested email address as the definining criteria. What about other criteria like name, address, phone, postal code, etc? Would the criteria for determining a duplicate be universal in your business or would those rule vary by campaign or other attributes? Would you want duplicate checking to look for matches in other lead records, contact records, account records? What action would you want to see result from the identification of a duplicate? Would you want the dupe merged automatically, or just a notification? Would that vary by how the lead in enterred (manual, web to lead, API, etc.)? |
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Killian 10/12/06 |
Woodson wrote "How would you want to determine the criteria for determining a duplicate?" The criteria could be different for each business/business unit/user/user group/event/campaign. I suggest that if more than "n" fields are the same, then the records are highlighted as duplicates in a similar fashion to "merge records" functionality. Where "n" is user selected. And the fields to be "matched" are user selected also. |
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The_Fox 10/17/06 |
I would say let the administrator determine what should be the key (or the keys limited to a combination of n fields n to be determined by sfdc not to have performance issue) and optionally yes dependent on the entry point (outlook integration, web to lead...) and to my mind it would be useful to propose a merge or an update or an update & edit. My 2 cents |
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king 10/18/06 |
Search first, then add a new record if it doesn't already exist. |
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Leyna 10/18/06 |
Searching is a great idea, however that is a difficult thing to get Sales to do... |
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chris925 10/19/06 |
I say get it done for email address to start with - avoid analysis paralysis, and tweak after that... |
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chris925 10/19/06 |
But by the way, it's got to be an option that can be turned off - I know that in some countries it's common for multiple people to share one email address, so those folks would have to be out of luck for round 1 unless they wanted those records consolidated. |
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JudiS 10/20/06 |
I would want it to alert for a possible dupe, but allow an override. In which case, I would prefer if it alert on last name, first initial and organization. Not all our contacts have email addresses. |
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CRMfusion_-_GW 10/20/06 |
APEX may be a solution to this one. We're planning on moving as much of the DemandTools duplicate finding technology to the server side depending on what APEX gives us. For us this would result in a huge savings in transactions and time on the client side but the other benifit is that this technology could then be enabled as a real-time dupe checker in salesforce. If the code is being run on the server it would be a matter of having the new account (or contact, or lead) event run the dupe check code and then report to the user the potential dupes or run a scored master rule to determine if one should be automatically selected and presented to the customer. GlennW -CRMfusion |
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JaneD 10/23/06 |
This would help us greatly. I'd like to see the alert happen on leads when a lead was created and the fields to check to be configurable ie name or name and phone number. We have multiple telemarketing teams and even if we tell them to search first we can't monitor when they don't - except when we find multiple records. I know the alert will not be full proof but it may deter some. |
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Woodson 10/24/06 |
Thanks to all of you who responded to my earlier questions. It would be interesting to know whether you would find exact match on email address to be a sufficient criteria to determine a dupe. Also, do you want to check duplicates only against other leads or also against contacts? |
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patm 10/25/06 |
Hello - Many processes in salesforce.com require a unique email address. For example email to case or web to case both expect that there is only one contact with any given email address. Having a method of enforcing this uniqueness would be very valuable. There would be value to more complex rules - However I wonder how much would be able to be done in apex code vs. in product extensions. Once scenario which I know can't be done in pure apex code would be to present a list of possable dupes to the user and let them decide if there is a dupe or to go ahead and create the new contact. This interactivity does not seem doable in apex alone. Accounts should de-dupe against accounts, leads vs. leads and contacts vs. contacts. cross object de-dup is a nice to have not a necessity. |
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Jakes21 10/26/06 |
Hello, I actually logged in to post this idea and was very happy to see it's been posted. This will be invaluable to our business partners. Simple things like the case should at least be checked so that you don't enter John Doe and then john doe... I guess this type of validation should be a feature that is turned on/off if the organisation wants it. |
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cpierre 10/27/06 |
This would be great - even better if WE could determine what fields to check for dupes (email addy, Client ID, Account # etc..) |
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NoSandFleasPlease 10/30/06 |
Woodson wrote: It would be interesting to know whether you would find exact match on email address to be a sufficient criteria to determine a dupe. Also, do you want to check duplicates only against other leads or also against contacts? An email address match would be sufficient to identify a possible dupe, and flag it as such. But no deduping process should be automatic. In our instance, we would want to check leads against leads and contacts; and contacts against contacts and leads. |
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SPIDynamics 11/03/06 |
Quite frankly this seems like a no-brainer. 1. Leads against leads and contacts 2. Contacts against leads and contacts 3. Accounts against accounts 4. Duplicate email address triggers the dedupe process, which brings up a merge/update page with the same functionality as merging/updating elsewhere in Salesforce (keep the functionality consistent throughout the application!!!). 5. Can specify other field(s) to trigger deduplication as per the above (as an administrative configuration - NOT Apex custom code - unless someone wants to contribute said custom code to the AppExchange - not all of us have a developer resource available). This is the fully-functional, meets-the-needs-of-a-majority-of-the-userbase, feature-complete implementation of the idea. Anything less is a half-measure at best. |
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WrogWrog 11/09/06 |
No brainer indeed! Why would we not want this? I can imagine all kinds of difficulties in implementing something, but ANYTHING that helps stop duplication would help. In particular, something that really tries to stop dupes at lead conversion - check the contact as well as the account at stage one, not the current 2 stage process. |
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jgreene 11/28/06 |
I haven't heard anyone mention the security implications that might come up when trying to implement this feature. Imagine you have a company with two divisions:North America and Europe. Each division's accounts/contacts are only viewable by employees within the division. The North American division is working on a confidential project to establish a business relationship with Coca-Cola, so employee Bob has entered "Joe CEO" (ceo@coca-cola.com) as a contact. Let's say by chance some guy in the European office meets Joe CEO at a golf tournament, and tries to enter him into SFDC as a contact. A little message box pops up saying "A contact with this email address already exists, and is owned by Bob." Oops! The software just disclosed a little too much information. I guess you can argue about what constitutes an information disclosure vulnerability under the SFDC security model, but I think you can see my point. |
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Pepe2007 11/29/06 |
We would actually find it beneficial to not only check for duplicate leads within Leads and contacts but also against accounts. A lot of our users are still inputting new "leads" as accounts even though we promote always inputting them as leads first. |
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Jay_ze_french 12/07/06 |
Prevent duplicates is definitly something that is key in the use of a Salesforce.com. I think they are two ways to resolve this issue : 1 - Use Dupe alerts to prevent people from creating duplicates records (leads, contacts, companies, opportunities) 2 - Have a good merging tool (this is most difficult because of the restricted rights) So Dupe Alerts would be something really useful on an everyday basis. Jerome |
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Spartan213 12/07/06 |
Yes, this is getting to be a must-have for many companies. De-duping is a painful, time-consuming process, even when reps make dupe-checking a part of their process. |
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rhythmanx 12/11/06 |
Many companies don't use the Lead entry process and convert to contact after qualification. Why can't you implement the same "Find Duplicates" button that is on the Leads form? Seems like the code is already there - wouldn't need to re-invent the wheel. |
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rhythmanx 12/21/06 |
I would say you should have as many options/criteria available for dupe-checking as possible. Maybe the administator could set the criteria manually based on certain parameters. |
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Marich 12/27/06 |
I think the best criteria to create an alret for Dupe Accounts is to put a check on the basis of Account address(i.e state, city or street address). Because if we make an alert on the basis of account name then there is a possibility that same account has got different branches (in diff states) that we want to create as parent-child with same name. |
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bslater 12/29/06 |
To add to what Marich said... only validating on email address and contact name causes a couple problems... 1) not all valid leads or contacts have email addresses. 2) Contacts who share the same name but are from different accounts will be flagged. But... they aren't dupes... |
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John_Madden 01/03/07 |
We rely heavily on "hoovers.com" for our lead data, and practically every company in the US and many outside the US use a nine-digit number issued by Dunn & Bradstreet (the "DUNS" number). I would like SFDC to automatically check to make sure every Account has a unique number. This would dramatically reduce duplication of Accounts (which is our biggest problem). We purchased the AccessHoovers from AppExchange and it works well, our Reps are required to resolve every Account through it, and the DUNS number could be checked upon either conversion from a lead or when entering an Account manually. I'm sure there are others out there that could benefit from this as well. |
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fifedog 01/05/07 |
As part of my tool set is DemandTools which has the very best single de-duplication logic I've seen. It allows the users to choose the criteria, if it's on email, address, partial email for domain, is it across accounts or in the same account. As Glen said from CRM Fusion they're looking in to building out their tool in APEX that would be great however not practical to everyday users. I think if there could be a rule set or mapping set an admin can save that says for 'X object' this is the rules to validate when any users saves X. |
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msnowden213 01/09/07 |
I agree with several of the above comments, we are in DIRE need of this type of reporting. I can't believe that there isn't anything in Salesforce right now to prevent dupes... our relatively outdated ERP system will prevent a duplicate purchase order from being entered; it would be excellent if dupe contacts could be prevented. Also, a report that could be generated if possible dupes are entered would be very helpful. For our company, we have 3 divisions, so all accounts have at least 3 accounts set up in Salesforce, and it's quite possible that the contact is the same on all accounts; I would want it to check for dupe contact first and last name and account name, as we have several currently set up with no email addresses. Sure hope we can get something rolling with this! |
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JaneM 01/23/07 |
This feature is needed as quickly as possible. Many users just don't take the time to check for duplicates. This means that our administrators have to try to weed them out every week. |
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Maq 01/23/07 |
Yes, this is a must-have for many companies and I agree with several of the above comments. De-duping is a painful, time-consuming process for our company that has more users than we have people to check and prevent duplication. The validation process has and will continue to assist in preventing duplicates but in our efforts to provide reliable data and make Salesforce a complete benefit we need the additional assistance of something created to avoid duplicates. |
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sfauser78 02/02/07 |
We are currently undertaking a manual de-duping process and it's painstakingly difficult with 4,000 plus leads and several hundred contacts and accounts. Our sales folks want and should be spending their time making sales calls, not finding/de-duping records. We need a de-duping tool ASAP. Has anyone used de-duping tools available from AppExchange vendors? What has your experience been like? |
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Vargas 02/07/07 |
Excellent idea! Many of our SF users either forget or simply do not take the time to check weather or not the Account or contact they are about to create already exists. An automatic warning would save many of us alot of time, and frustration. |
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Mansoor 02/12/07 |
Hi sfauser78, with respect to the question that you had put across, in AppExchange there are software tools that can alert you when a duplicate error is entered into your SalesForce.com. These are tools using which you can grab address in one click into your Salesforce. Just highlight the contact and one click transfers the contact information into your Salesforce. |
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AlexCRMmanager 02/12/07 |
Is Salesforce.com just protecting the interests of their AppExchange partners by not implementing this in the native SFDC application? |
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vegasbaby 02/14/07 |
GREAT NEWS!!! There is a new FREE application on the AppExchange from salesforce.com that enables users to Search First before they create new records for Accounts, Contacts and http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000002ghd4< is really handy when you put apply the scontrol to a New button override so that admins can enforce data quality by requiring users to search for existing records before they create a new one. Currently, the search is inclusive and uses an "or" search, so that if I search on Lauren in the first name and United in the company name, it will find all records that have either "Lauren" OR "United." The app could be easily modified to find all records with both "Lauren" AND "United." It will also do partial searches as well. One other nice thing is that any of the data that the user searches on is automatically reused to create the new record. |
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Mansur 02/17/07 |
In reference to the previous post by vegasbaby, the product can be used but it might be a tedious task where all the leads are searched and then the record is created, but the tool in AppExchange that I have spoken will alert you when you are trying to enter a duplicate record again, Moreover you can enter leads in one click. Taking about reviews, here are a few reviews that are listed for the product I am referring to, https://www.salesforce.com/appexchange/detail_reviews.jsp?NavCode__c=a0130000... You have a trial version of 10 days to evaluate the product. |
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CRMfusion_-_GW 02/17/07 |
We have build an APEX based real time deduplication tool. This is built using the new APEX code and shows how fast and flexable this new programming language will be for salesforce developers. You can see a video of the tool at: http://www.crmfusion.com/video/DupeBlockerIntro/DupeBlockerIntro.html We'll try to ship this product as soon as APEX code is officially live. Glenn Wilson - CRMfusion |
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SKAmarketing 02/19/07 |
De-duping would be particularly helpful to me when leads are added using the "web-to-lead" feature. For us, this is the one way leads are added when I can't at least do some manual de-duping (such as search for a name before I enter it, or matching email addresses in the import wizard). |
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westadd 02/20/07 |
Regarding Mansur's AddressGrabber app - does it only prevent duplicates when using the custom entry mechanism or when entering them using salesforce.com's form. |
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vegasbaby 02/20/07 |
There are a lot of great salesforce.com partners on AppExchange that can help with duplicates in relation to web2lead. Check out Turbo Web2Lead by Market2Lead, Inc. http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=a0130000...< application that I mentioned previously (free from salesforce.com) was created to simply prevent users from adding duplicates when they add new records into salesforce.com. A very basic, but very common problem, I would suspect. |
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Mansur 02/23/07 |
With respect to Westadd query, the AddressGrabber application pops up an alert message only when using custom entry mechanism. It would be good if you can brief in a bit more about what you mean by "when entering them using salesforce.com's form" |
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Mansur 02/23/07 |
And one more point to be added with respect to Outlook integration is that you can transfer contact details from your Outlook email client to you salesforce.com in one click It saves lot of time. |
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tl 02/26/07 |
I would like to have unique ASSET name fields. |
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the1JP 02/27/07 |
We are awash with duplicate account and contact records. This tool, if it works, would be well worth it!! |
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AlexCRMmanager 02/28/07 |
Considering how many people need this functionality, its pretty sad that Salesforce.com didn't make it a part of the Spring '07 release... |
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WrogWrog 03/15/07 |
If only we could at least define fields as unique, including not only custom text fields (a pretty small proportion of my fields) but also other custom fields and standard fields. At present I can't even make a numeric custom field for product code unique... |
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HarishSaaSDude 03/17/07 |
Agree with the Idea to have this feature ASAP |
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channelservices 03/23/07 |
Our de-dup process for the web to lead is based on the email address. If there is an existing lead or contact with that email address, an activity is associated to the record. If I were going to redesign this process, I would create a new lead that was associated to the account record. The user wouldn't have a choice to creat a new account, they would only be able to create an opportunity. I do think that the administrator should be the one to create the validation rules for duplications. Each business has it's own set of rules and should not be totally confined to the way Salesforce.com feels the business process should work. |
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Marlene 03/28/07 |
I would also like to see a warning like this for creating opporutnities with duplicate names for a given account. |
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AlexCRMmanager 04/03/07 |
Salesforce.com needs to buy a de-dupe vendor like CRM Fusion already so that they can put this capability into their base product without any conflicts of interest, IMHO. |
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LogoJon 04/11/07 |
Great input from everyone. As for our company, duplicates from Web2Lead are the main problem. We have multiple forms on several websites and these leads often get calls from multiple sales reps. These duplicate leads should be flagged when they come in. In addition, there should be an option to not create the lead if it already exists in Salesforce. |
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genovieva 04/18/07 |
I would love it if the feature would identify duplicates by email primarily then maybe a combination of first name, last name, or even domain name to identify if there are other contacts in a particular company. Additionally- I think the system should give the creator a message that there is duplicate alert and put the record in a que so that the administrator could identify if the record is a true duplicate. Then the admin could delete the record, accept the addition, etc. |
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ftventures 04/19/07 |
This obviously must be the very top priority. Maintaining clean data is essential for any CRM - hence Dupe Alerts must become part of salesforce.com core functionality. Pushing this problem to APEX for any much longer will dilute salesforce's core value proposition and erode its reputation. |
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DSJ 04/21/07 |
Folks, do take a look at this recently released appexchange product called "Lead Look-Alike Finder", it identifies duplicate leads by email, first name-last name and some other fields. Its post facto but can be very useful in identifying and cleaning up your lead database. There is no cost to it as its free to use. http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000003482gAAA |
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BHoquist 04/25/07 |
Can't tell you how many Helpdeks tickets are submitted to our Corporate IS Dept to merge duplicate contacts! |
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rfuglaar 04/26/07 |
AMEN! |
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MISSNAZ 05/02/07 |
Merged Idea
originally posted 10/13/06
CHECK FOR DUPLICATES
It would be great if there was a way to check for duplicates in a faster way than individually...ESPECIALLY after uplaoding hundresds of leads into salesforce from a campaign/tradeshow ...it owuld make things much more efficient.
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fifedog 05/02/07 |
Merged Comment
originally posted 10/13/06
bad mojo again for creating duplicate ideas
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JDenis 05/02/07 |
Merged Comment
originally posted 10/23/06
I also want such a functionnality after having loaded a lot of accounts/contacts.
It would be nice to have the possibility to customize the deduplication tool, f.e. run it first by a check on Account Name, than a second run based on address, a third one based on VAT number ... And of course with intelligence to remove space and special characters. |
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Angelita 05/02/07 |
Merged Comment
originally posted 11/29/06
I'd like to just be able to choose how to dedupe - we prefer phone numbers (and with the intelligence to remove the spaces and what not). Going one by one is a pain.
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natek 05/02/07 |
Merged Comment
originally posted 03/07/07
I'd be satisfied if I could run a report to find duplicates. In our org, we use unique 6 digit numbers which are generated by our ERP system. I would like to run a report that basically says "give me all records where the 'Address Number' occurs in more than one record".
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voxclone 05/02/07 |
Merged Comment
originally posted 04/10/07
I agree. This is related to the other topic, but slightly different. It would be fantastic to be able to run a report showing all current duplicates in the system in addition to preventing new duplicates from being created.
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Splatt 05/02/07 |
Merged Comment
originally posted 04/11/07
It would be great to have some better way of seaching and sorting out duplicates. It would be even better to have some type of merge capability with the results of the duplicates search.
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Lori_ 05/03/07 |
This is needed when using the import wizard. It should be part of the product to ensure data integrity and not require buying an additonal product. |
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jain.chirag@gmail.com 05/08/07 |
This deduplication lead us to create a app for deduplication in which we allow the criteria to specify what all things you can have for determining duplicates. We can have a trigger or this deduplication app to be part of salesforce. |
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bjm100 05/10/07 |
I LIKE it! Makes excellent sense, and parodies other systems' fail-safes. |
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jain.chirag@gmail.com 05/15/07 |
The Trigger thing is something which makes u code on salesforce ...i vote this feature as the best one. |
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DKLaw 05/17/07 |
Check out Diamond Data IS on the AppExhcange which includes in-line "diamonds" that alert record owners to duplicates as well as incorrect address data. http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a033... |
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Pony_Boy 06/12/07 |
That would be such a time saver and ease the mind to stop all the duplication that goes on ! |
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Javi 06/14/07 |
It would be nice to have this feature build in to sales instead of having a third party app. everyone has one unique phone number and one unique email address. Cross reference this with leads and contacts and it should be fine. when the dupe is found provide a tip bubble with a link to go to that contact, or lead. |
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EAMCastelgrant 06/26/07 |
Would be great to have this. Would stop all the duplication with in the system |
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sfine@templetonhart.com 06/27/07 |
Its our biggest issue. |
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alliforce 07/26/07 |
Our biggest issue too....we continually have to do exports of contact data to clean up our duplicate records. Very time consuming and frustrating! While we try to have our Sales staff do a search before adding a contact, they just don't seem to follow the process. This really needs to be a standard functionality to prevent duplicates. |
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amal 08/23/07 |
This is a big issue, and we need a warning not case/exact sensitive, that should alert or give list of all similar words, as sometimes we can have accounts written differently. |
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MISSNAZ 09/05/07 |
I agree with the last comment - duplicates often are not found if one contact record has a middle initial and another record does not for example. This is often an issue when I am searching for duplicates with a lead. Matches are also not found if there is a slight difference in company names - for example XYZ Company vs. XVY Company Incorporated. |
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diegarte 10/01/07 |
Concerning the web2lead aspect, using FormVester for AppExchange instead of the default salesforce, web2lead functionnality could help limiting the duplicated leads coming from web2lead. The application allows to generate new leads in salesforce from any of you existing online forms. Simply insert a javascript snipet code in your website pages to make it work. FormVester has a deduplicate function based on the email adress, so that it always checks if the lead already exists in salesforce before generating it. If the lead already exists, the lead is simply updated. This is not THE solution for all the leads duplicates problems related to sfdc, but it is a good start to stop getting duplicated leads form your web2lead. |
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AlirezaB 10/05/07 |
This is ABSOLUTELY the WEAKEST point of SFDC. You can re-create the same account over and over and over again with no warning. We have to spend hundreds of hours every quarter to de-dupe Account, while the system shouldn't have let them be created in the first place!!! |
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datatrim 10/17/07 |
The complexity of identifying potential dupes, and then determin what to do with it once found, is a ressource demanding activity both from a computer processing point of view but also from a manual reviewing point of view. Whether you data comes from Web-to-lead, entered directly in the system, or imported via Data-Loader etc, the optimal solution may not be the same for all scenarioes. The DataTrim Data Laundry solution on the App Exchange, runs regular deduplications on the data in salesforce, and can return the found duplicates back as simple lists in salesforce (or other formats), to allow individuals to merge the record one-by-one, or in bulks if there is many, or it may return the full list in external file formats for more effecive/quick reviews. It does not replace the instant check (on save) but if checking for duplicate becomes a regular part of the daily/weekly/monthly maintenance of the data, it's still faster to deal with dupes presented in a list than trying to find them yourself. |
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jorgerbaker 10/19/07 |
AlirezaB, respectively, this is an issue with all CRM systems as one does not want to limit the user experience of entering data. It is an extremely complex situation whether you are talking about Siebel, ACT or SFDC. That said I do hope for a good solution from SFDC around this soon that allows for administrative flexibility and maintains the user experience that SFDC is great with. My ideal around this would be the ability to turn on duplicate checking by object and nominating one or two fields to match on. I appreciate the fact that this may not address all needs however especially as SFDC moves to a platform-centric model, but hopefully could be a good first step and would not degrade the application performance too much with potentially millions of dupe query's per day. |
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acheverez 11/01/07 |
I'm so tired of merging duplicate accounts and contacts because folks can't take the time to search for duplicates. I find myself cleaning SF every 3 months. This should be acted on ASAP. |
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gpx 11/01/07 |
I would also want to search for e-mail matches just after the @. This would have to be an administrator option though because I am sure not all users would want that. I do a lot of business-to-business so finding a contact match in an account to a lead I am entering could change how I wanted to enter an individual. Ex: Lead is @greyhound.com, I have a contact listed in an account with the same. I may want to list it as a contact or immediately convert the lead once I know this. |
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juanwang 11/20/07 |
ahhh, duplicate records is the bane for all CRM Administrators! Wouldn't it be nice to put the onest back onto the users at the point of data entry? |
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joshc@socket.net 11/21/07 |
I'm surprised this isn't already part of the program. Especially for the import wizard. Goldmine had some good ideas implemented in later versions of their program to weed out and match up duplicates with weighted match logic. Wish Salesforce had the same. |
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alliforce 11/28/07 |
Almost hitting 23,000 votes....come on Salesforce, please move on this! |
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NPM 12/07/07 |
Would need to be configurable to specify which fields - standard and custom to use to detect dupes. Many accounts for us have the same Account Name are are differentiated by custom fields Member Number and Branch Number. |
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Kaja@datatrim.com 12/11/07 |
DUPE ALERTS, now available on the AppExchange, Check it out at: http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000004YbFZAA0< all, we have put in a lot of effort to make a simple to use yet full functional dupe alert solution available to all of you. this is a new (Dec. 10th 2007) set-up, we are very interested in getting in contact with you out there who would be willing to help us evaluate the solution, and provide us with feedback etc. Register for a Trial at: http://www.datatrim.com/d2b.asp?mode=RegisterDupeAlertsTrial< certainly hope this is what you all are looking for! Best regards DataTrim /d2b International |
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NPM 12/11/07 |
This should be native to Salesforce, that is what we are looking for. IdeaExchange should be a place to submit and vote on ideas for changes to Salesforce.com, not a place for vendors to advertise. 23,263 votes at the moment - seems like a good idea for Salesforce to spend their resources on. |
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NPM 12/11/07 |
My that sounded harsh - what I meant was maybe Salesforce could buy your solution and include it in the native app rather than reinventing the wheel - which they have not been able to do on this since Oct 2006. |
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CRMfusion_-_GW 12/13/07 |
We've been working on our DupeBlocker product for 10 months now and will be ready to start selling it as soon as the Spring release of Salesforce is official. You can check out a sample of how it works at: http://www.crmfusion.com/video/DupeBlockerIntro/DupeBlockerIntro.html We've tested the tool on a db with 330,000 contacts and it will find (warn or block) in less than 0.1 of a second so the time lag is not noticed by the customer. For example if you have John Smith from Widgets Inc in your database and try to add Jon Smyth from Widjets LLC you could fire up a warning that a dupe has been created or just stop the dupe from being created. For more info check out www.crmfusion.com or email sales[at]crmfusion[dot]com Glenn Wilson President CRMfusion Inc |
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alliforce 12/13/07 |
If Vendors add to wish their information about a product in response to what we are looking for I think they have shown us more consideration than Salesforce by obviously listening to our "cries" so to speak and giving us an option. However, I do agree that this should be a native app or standard functionality really in Salesforce and yes, it does seem like a good idea for Salesforce to spend thier resources on - now 23,383....let's roll! |
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alliforce 12/13/07 |
If Vendors wish to add their information about a product in response to what we are looking for I think they have shown us more consideration than Salesforce by obviously listening to our "cries" so to speak and giving us an option. However, I do agree that this should be a native app or standard functionality really in Salesforce and yes, it does seem like a good idea for Salesforce to spend thier resources on - now 23,383....let's roll! |
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dan_guggenheim 12/18/07 |
Good idea. |
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jasong08242007 12/21/07 |
For the Love of all things good please do this. This should of been thought of when you designed the system. |
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AlexCRMmanager 12/21/07 |
Haha, you're absolutely right jasong |
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