DupeBlocker
- 100% Apex developed and managed package.
- Dupeblocker stops the users from being able to create
duplicates in REAL time as well as web lead dupes, SFDC to SFDC dupes, API
Calls, integrated systems etc.
- Dedup scenarios between Account vs Account, Contact vs
Contacts, Lead vs Lead, Lead to Contact.
- Support for all Salesforce objects,
including Opportunities and custom objects
- New built in Duplicate "Bypass and Insert" option
- Now 100% VisualForce User Interface …. No Adobe Flash
- The Auto-Merge Auto-Convert features allow scenarios to automatically merge new incoming records with existing records that match and the merge is based upon customizable mappings.
DupeBlocker is designed to work for any SINGLE insert/update to Salesforce, including records inserted/updated directly through the Salesforce user interface and Web to Lead inserts. It will NOT trigger blocks or warnings for batch inserts/updates (e.g. third party API applications that process inserts/updates in batch mode, Salesforce Data Loader or Import Wizard), but the duplicate keys created to detect duplicates will be kept up to date.
Duplicates can also be auto-merged or auto-converted if desired.
- Duplicates to Accounts, Contacts, Leads as well as ANY other object can be detected and merged including custom objects
- Lead to Contact and Lead to Account matches can also be detected
- Allows matching on any field in Salesforce including custom fields
- Scenarios can be customized to include filters to limit when they will be triggered
- Filters can be based on specific fields within the object itself, or based on the attributes of the current Salesforce user who is inserting or updating a record
- Dual filters can be created to have one set of criteria apply to the incoming record and different set of criteria apply to the matching existing record
DupeBlocker will work with Person Accounts, however, additional configuration steps are required to function properly.
