Duplicate Detection

Find every duplicate, every time

Powerful matching algorithms that go beyond exact matches to find duplicates hiding in different formats, typos, and abbreviations.

Matching Algorithms

Multiple matching strategies work together to catch duplicates that simple rules miss.

Exact Matching

Matches on email, phone, or name fields with normalization.

"john.doe@company.com" = "JOHN.DOE@COMPANY.COM"

Fuzzy Matching

Configurable thresholds catch typos and variations.

"Jon Smith" ~ "John Smithe" (92% match)

Company Name Normalization

Handles suffixes like Inc, LLC, Ltd, Corp automatically.

"Acme Inc." = "Acme, Incorporated" = "ACME LLC"

Nickname Detection

Recognizes common name variations.

William = Bill = Will | Robert = Bob = Rob

Phone Normalization

Normalizes formatting and compares consistent digits.

"(555) 123-4567" = "555-123-4567" = "+1 555 123 4567"

Cross-Object Matching

Find duplicates that exist across different Salesforce objects.

Lead to Contact

Find leads that already exist as contacts

Professional

Contact to Person Account

Match contacts or leads to person accounts

Professional

Custom Objects

Match any custom object to any other object

Business

Configurable field mappings — Map any field from one object to another for matching. For example, map Lead.Company to Account.Name.

Custom Field Mappings

Configure exactly how fields are compared across objects for precise matching.

Professional

Example: Lead to Account Matching

Lead.CompanyAccount.Name
Lead.EmailContact.Email
Lead.PhoneContact.Phone
  • Map standard fields like Name, Email, Phone across objects
  • Map custom fields (e.g., Lead.Custom_ID__c to Account.External_ID__c)
  • Configure multiple field pairs per object relationship
  • Set matching weight per field (prioritize email over phone)

Cached Dynamic Scanning

Lightning-fast scans with intelligent metadata caching.

Professional

Up to 10x faster repeat scans — Object metadata and field definitions are cached after the first scan, dramatically reducing Salesforce API calls on subsequent scans.

What Gets Cached

  • Object field definitions
  • Relationship metadata
  • Picklist values
  • Record type configurations

Benefits

  • Faster scan startup time
  • Fewer Salesforce API calls
  • Reduced API limit consumption
  • Consistent scan performance

Cache automatically refreshes when object definitions change in Salesforce.

Supported Objects

PlanObjects Included
FreeLead, Contact
ProfessionalAll standard CRM objects
BusinessStandard + Custom objects
EnterpriseUnlimited objects

Standard objects include:

LeadContactAccountOpportunityCampaignCaseContractOrderQuoteTaskEventSolutionProduct2Pricebook2AssetServiceContractWorkOrderEntitlement

Confidence-Based Results

Every match shows a confidence score so you can prioritize high-confidence duplicates first.

  • Confidence percentages for every match
  • Field-by-field similarity breakdown
  • Sort and filter by confidence level
  • Quick actions for merge or dismiss
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