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Cloudingo is a paid de-duplication tool that is discounted at 75% for nonprofits. Some find the learning curve can be a bit steep for DemandTools and the software is Windows only, but it’s packed with powerful features. Unfortunately the Duplicate Management tool doesn’t support de-duplication of your existing data, but there are some great tools out there to do just that.ĬRMFusion’s DemandTools is a wonderful data cleansing tool, and is free for nonprofits. To get to this point, you will have to manually comb through thousands of records… just kidding.

Is Email a good field to use when trying to catch duplicate? Phone number? Address?īefore on-the-fly duplicate catching can properly do its job, your organization needs a clean starting point for your data, relatively free of duplicates.

What fields do my duplicates tend to have in common?.

Where are these duplicates coming from?.

Which objects have the worst duplication problems?.How big of a problem are duplicates for my organization?.The first step in combatting duplicates is understanding the enemy. The best your organization can do is implement a strategy to avoid entering duplicate records, and perform some cleansing and maintenance on a regular basis. Perfectly Clean Dataĭuplicate data will always be a problem, and perfectly clean data seems only to be found in the land of unicorns and fairy tales. Unfortunately, Duplicate Management is not a silver bullet, as no single tool can be. This new feature is a great tool for users of the Nonprofit Starter Pack, and we recommend that you take advantage of it.

With the recent Spring ’15 Release, Salesforce introduced Duplicate Management, an out-of-box way to prevent accidental creation of duplicate records and help keep your data clean.