Everything you need to keep Salesforce clean

Match duplicates across different objects like Lead to Contact and Lead to Person Account. Up to 3 object pairs on Professional.

Automate duplicate detection with daily, weekly, or custom scan schedules. Never miss new duplicates.

Queue large scans to run in the background without blocking your workflow. Up to 20,000 records on Professional.

Merge multiple duplicate sets at once with field-level preview and full audit trail.

Detect data decay, incomplete records, and quality issues. Get health scores and completeness tracking.

Format validation included. Optional Twilio API add-on ($19/mo) to verify if numbers are real and active.

Define which field values survive during merges with default policies. Custom overrides available on Business+.

Complete audit trail of all scans, merges, and data changes for compliance and troubleshooting.

Programmatic access to scans, matches, and merge operations. Build custom integrations and automations.

Scan and dedupe custom Salesforce objects. Match across up to 10 object pairs including custom objects.

Format validation included. Optional Google Maps API add-on ($29/mo) for geocoding and address standardization.

No limits on background scan queue size. Process your entire Salesforce database asynchronously.

Override default survivorship policies with custom rules per field. Most recent, most complete, or custom logic.

Detailed reports on data quality trends, duplicate rates over time, and team activity dashboards.

No monthly scan limits. Run as many duplicate detection scans as you need with up to 5,000 records per scan.

Automatically merge high-confidence duplicates without manual review. Up to 500 auto-merges per day with full audit trail.

Pinpoint where duplicates originate — web forms, CSV imports, API integrations, or manual entry. Fix the source, not just the symptoms.

Require manager or data steward approval before merge operations execute. Configurable approval chains and escalation rules.

Single Sign-On integration with your identity provider (Okta, Azure AD, OneLogin, etc.) for centralized access control.

Real-time event notifications to Slack, Teams, or any external system when duplicates are found or merged.

Define granular role permissions beyond Admin, Editor, and Viewer. Control access by object type, action, and team.

No limits on cross-object matching pairs. Match across any combination of standard and custom objects.

Contractual uptime guarantee with service credits for any downtime incidents. Priority incident response.

Phone, Email, and Address verification APIs included at no extra cost.

• Phone: 1,000 verifications/mo
• Email: 2,500 verifications/mo
• Address: 500 geocodes/mo

Custom branding, logos, and domain options. Present True Record as your own solution to clients.

Work with our team to build custom integrations with your existing tools, data warehouses, and workflows.

Process up to 50,000 records in a single scan. Contact us for truly unlimited scanning requirements.