Plauti

Plauti Deduplicate for Salesforce is a tool designed to find, clean, and prevent duplicates in Salesforce. It can identify duplicates in Salesforce, including Leads, Contacts, Accounts, and any other standard or custom Object.

The app uses 20+ matching algorithms that employ exact and fuzzy matching on standard and custom fields to ensure even the most hidden duplicates are identified, and it can even find cross-object duplicates.

Users have control over merging or converting duplicates, with the ability to set merge rules that determine the master record and which fields should populate the master record. Dupes can be merged or converted individually, in a selection, or through automated merging based on a duplicate-score threshold, according to the vendor.

Jobs can be scheduled to regularly check for new duplicates and automatically merge or convert them based on specified criteria. The tool can also process duplicates in real-time as they enter Salesforce through web-to-lead, import, or API, or place them on a list for manual review, the vendor claims.

Real-time alerts are sent to Salesforce users when they are creating a new duplicate record, allowing them to directly clean the duplicate or report it for manual review. Users can also see in real-time if existing records have duplicates and choose to merge, convert, or flag them, according to the vendor.

The tool offers customization options and can be integrated into projects both within and outside of Salesforce using the Apex API, Rest API, Duplicate Check Flow Actions, or SFDX plugins.