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Dedupe & Match
Apsona includes two key features that are essential for many Salesforce system admins -- record matching and deduplication.
I find matches by first name, last name, emails, etc. You can set up pre-defined actions that you can run monthly.
The dedupe tool has been an exceptionally GREAT addition for data maintenance; as a system administrator I appreciate the ability to have so much control over the conditions for deduping.
I love Apsona for data imports - the ability to match incoming data to existing Salesforce records based on criteria you set is wonderful. The easy to use interface and clear guidance if your data has issues saves an enormous amount of time in data migrations.
I use it regularly for all of my updates and imports, the advanced matching criteria is great. You can even create your own fields to match on such as external IDs from 3rd party systems depending on where you get your data from.
Swiftly identify and have the option to merge duplicate records within any object, enhancing data reliability. Experience easy deduplication of Salesforce records, all within your browser.
Accurately recognize and synchronize records aligning with the provided CSV file content, optimizing your data alignment and accuracy across databases.
Dedupe Function
Navigate and select the precise fields you wish to dedupe easily.
How does this help you?
Simplify your workflow and swiftly pinpoint the fields you want, saving time and avoiding unnecessary complications.
Set up a filter condition to dedupe only what’s necessary, making the process faster and more efficient.
How does this help you?
Avoid the hassle of going through irrelevant data and focus only on what needs attention, ensuring a smoother and more productive experience.
Export and back up identified duplicate records before merging as a safety measure.
How does this help you?
Eliminate the risk of data loss by securing your data, granting you peace of mind and the freedom to explore different merging options without worry.
Merge identified duplicate records accurately, ensuring data coherence and reliability.
How does this help you?
Maintain the integrity of your data by merging only the right records, avoiding inconsistencies and ensuring reliable and accurate data every time.
Choose fields for dedupe, like Name and Phone Number from
a Lead.
Detail match criteria for each selected field, ensuring exact or fuzzy matching as needed.
Opt to display additional fields, such as the Lead’s address fields.
Setup filter conditions, deduplicating only a subset of the object’s records for efficiency.
Export: Quickly export identified duplicates into Excel/CSV for review and validation.
Backup: Securely backup the identified duplicate records before any merging actions.
Merge with Ease: Seamlessly merge identified duplicates into a master record, automatically re-parenting any child records.
Experience a smoother, more reliable workflow, save time, and maintain the highest data integrity with Apsona’s intelligent dedupe function.
CSV Match Function
Intuitive operation makes matching a breeze, even for the uninitiated.
How does this help you?
Skip the complex manuals and tutorials. Dive straight into matching with a user-friendly interface, making it accessible for everyone, regardless of their technical proficiency.
Whether it’s a fuzzy match or an alphanumerics-only match, find your perfect pair with ease.
How does this help you?
Gain accurate results and eliminate the guesswork. Whether you require a meticulous match or a broader one, the tool adapts to your needs, ensuring you find the exact data you’re looking for.
Rest assured, your Salesforce database remains untouched and unaltered.
How does this help you?
Maintain the sanctity of your original data. Operate with confidence, knowing that your database remains intact, eliminating the risk of unintended alterations or data loss.
Spend less time searching and more time focusing on what really matters.
How does this help you?
Optimize your workflow and free up your schedule. The quick and efficient matching process means more time for you to focus on strategic tasks and decision-making, boosting your overall productivity.
Simply submit a CSV file containing data you want to find in your Salesforce database, such as Lead or Product data.
Optimize by selecting fields in your object as bases for accurate matching.
Tailor your matching with specified criteria for each field, ensuring precision in alignment.
Obtain a comprehensive output CSV, combining all input data with corresponding matched Salesforce record data, and any additional fields required, ensuring the integrity of your original data.
Dive into a world where data synchronization is not a task but a seamless experience. Apsona’s CSV Matching function is your ticket to a more organized, efficient, and synchronized Salesforce experience.
Streamline your data management experience by eliminating inconsistencies and embracing unparalleled precision and clarity.
Obtain refined and reliable data, ensuring smoother operations and more accurate analyses.
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