DataTrim Dupe Alerts allow you to mass merge 1000’s of duplicates.
Whether you are having a very large database and many duplicates, or if you have migrated data from multiple sources into salesforce, you might find you self with 1000’s of duplicates.
Too many dupes to process one by one, and too important to just delete the dupes in a quick sweep.
“Sometimes you just need clean (dupe-free) data as quickly as possible!”
With DataTrim Dupe Alerts you can now Merge or Convert 1000’s of records with a few clicks.
Read more about deduping large database in this article: Big Deduplications or How to Eat and Elephant ?
Considerations before you start you Mass Merge
Before kicking off the Mass Merge or Mass Convert consider this:
- Which of your many duplicates are you comfortable merging blind folded?
You may consider some records as “obvious” dupes, but how do you identify them from the vast amounts of dupes.
- When merging, which records are going to be survivors and which are the dupes -which will go away?
For Leads being dupes of Contacts, or Prospects being dupes of existing clients, the choice is not difficult, but in other satiation you might have to look values like last updated, most recently created or record with the highest lead score, highest data quality score, most opportunities etc.
In the DataTrim Dupe Alerts Console, where you manage your Alerts, you can create alerts for different sets of records, and thus group your “obvious” dupes, so that you can merge/convert these in large volumes.
See this article on how to use the filters to create alerts which only matches selected sets of your data e.g. Prospects being matched against Clients.
Step 1 – Select by Alert or Alert Result
From the DataTrim Dupe Alerts Console, or the DataTrim Dupe Alert Result you can go directly to the Batch processing page.
Once the DataTrim Batch Processing page shows the Alert or Alert Result will be selected by default, limiting your process to Matched records which are associates with either the Alert or the Alert Result.
By default you should exclude the Matched Records which previously have been set as False Dupes, so that this information isn’t lost during the merge.
Step 2 – Refine your Selection Using a Filter
If you want to refine the selection, you can add additional filter criteria.
The Filter also allows you to filter records with various scores on individual fields, owners, country etc.
The Filter will allow you to
a) test with a few selected records, and
b) apply your criteria for “Obvious dupes”.
Step 3 – Select the Operation to perform on our selection
Once your selection is defined it is time to take action.
- Delete: Delete the Selected Matched Records – Option to use to clean out results from previous and outdated Dupe Alerts
- Merge: Merge the records from the selected Matched Records. Applies to Match Type: Lead-Lead, Account-Account and Contact-Contact
- Convert: Convert the records from the selected Matched Records. Applies to Match Type: Lead-Contact and Lead-Account.
Step 4 – Mass Merge
Step 4 – Mass Convert
Step 4 – Mass Delete
Deleting the Matched Records without affecting the lead, contact or account records associated with the Matched Records.
The process is similar to the Merge or Convert process.
Your Mass Merge notification
Contact Us for more information
Don’t hesitate to reach out to our support team if you run into any question regarding the Batch Processing functionality.