User`s Manual
Contents
1. 111111111 kk gmail com J Open 1270 Orange Avenue Winter Park FL 32789 USA OOQd000000HfLHOEAN none none none nameTes John Campbell John Campbell 2012 12 18 15 56 20 John Campbell 2012 12 18 15 56 20 PL Anderson amp Badger not provided A 411111111 k12454k gmail com Open 1270 Orange Avenue O Winter Park FL 32789 USA N0Qd000000IODjJOEAH none none none nameTes John Campbell John Campbell 2013 01 02 21 49 47 John Campbell 2013 01 02 21 51 13 In the case of Merge once the records have been merged the referring alert and task will be removed Convert Lead to Contact Lead to Account or Lead to Person Account When Converting a Lead to a Contact and or Account Person Account you will be presented with a table of relevant records that matched your filtering criteria If there is more than one Contact or Account select the record you want to serve as the master via the radio button at the top if there is Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 17 gt Rm symphonicsource Vu peEcarcnei P only one DupeCatcher will select it by default On the Leads side of the table select or deselect the records that you want to convert via the checkbox at the top DupeCatcher Convert First select the Contact record that you would like to convert Lea2. Match on Insert Action Select the action you want DupeCatcher to take when it identifies a duplicate that is being inserted into the Salesforce org Information Filter Name Lead Email Address FilterType Lead Match on Insert Action Do Not Insert x Match On Update Action i Do Not Insert Display Matching Records Do Nothing Report Duplicate Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 6 lt lt symphonicsource J Vupoctatellci P Match on Update Action Select the action you want DupeCatcher to take when it identifies a duplicate record that is being updated in the Salesforce org Information o Filter Name ead Email Address Filter Type Lead g Match on Insert Action Do Not Insert Match On Update Action Do Not Update Do Not Update Report Duplicate Do Nothing Error Message Create an optional customized error message to display when DupeCatcher identifies a duplicate based on the filter Search All Records Checking this box directs DupeCatcher to check for matches against ALL records within the Salesforce org Leaving this box unchecked directs DupeCatcher to check for matches ONLY against the records visible to the individual user entering new data Active This box must be checked in order for the filter to function Note You can toggle this box to turn filters on and off as neede
3. 0 DupeCatcher Duplicate Alerts 0 DupeCatcher Filter Detail Edit Delete Clone v Notice A maximum of 12 filters can be active at one time v Information Owner EJ Jenny 86 Demo Change Search All Records wv Active a Filter Name FilterType Match on Insert Action Lead Email Address Lead Do Not Insert Match On Update Action Do Not Update Create Tasks for Alerts Filter Rule Count Error Message Created By Click on the links below to view or edit the potential duplicate records Last Modified By Jenny 86 Demo 8 11 2014 3 14 PM v Filter Metrics Potential Duplicate Count Duplicate Alert Count Edit Delete Clone DupeCatcher Filter Rules New DupeCatcher Filter Rule No records to display From the Filter Rule Edit page you can select the record fields both standard and custom and methods you want DupeCatcher Filter Rule Edit No Jenny 86 Demo 7 1 2015 1 44 PM DupeCatcher Filter Rules Help Help for this Page 2 DupeCatcher Filter Rule Edit Save Cancel DupeCatcher to check to identify duplicates Your options will vary slightly Fitter ig Lead Email Address depending on the type of Filter you ve Information Filter Type gt Lead created in Step 1 Lead Field Email Match Blanks E Matching Exact Approach Field Select from the standard Salesforce fields or your custom fields Save Ca
4. w DupeCatcher Application Settings Save Help for this Page Web Lead Sources one per Web Ignore Public email domains on line Web Lead domain based matches Yahoo Web to Lead Gmail Hotmail etc Bypass all filters for the Additional email domains to aramcos com following Salesforce ignore on domain based usernames one per line matches one per line Example mycompany com Set Immediate Reminder For Tasks Allow Override of Blocked J Duplicates Allow Override DupeCatcher allows admins to control whether or not users can override a duplicate record that DupeCatcher blocks see the Override Function section above for details Selecting the Allow Override checkbox enables the feature and displays an Override button as part of the blocked duplicate warning message when the Match on Insert Update Action is set to Do Not Insert Update NOTE Due to API limitations the Override function is only available in Enterprise Edition and higher In addition certain permissions may need to be set for Override to be enabled for all users Be sure to click the Save button after making any changes on the Application Settings tab DupeCatcher Application Settings Save Help for this Page Web Lead Sources one per Web Ignore Public emall domains on line Web Lead domain based matches Yahoo Web to Lead Gmail Hotmail etc Bypass all filters tor the Additional email domains to aramcos com following Salesforce ign
5. admin Alerts are viewable from the DupeCatcher Duplicate Alerts tab or from the individual Filter Details pages Lead to Account and Lead to Contact Filters using this matching action will check for matches within leads as well as accounts or contacts and include them in the alert Merge and Convert functions are accessible using this matching action Match on Update Action Do Not Update Record is not updated and an alert message is displayed on the edit page with hyperlinks to the matched record s Override button appears as an option if enabled Do Nothing The rule is ignored for Update but the related Insert rule is enforced Report Duplicate Duplicate record is allowed but an alert is triggered for the Salesforce admin Alerts are viewable from the DupeCatcher Duplicate Alerts tab or from the individual Filter Details pages Lead to Account and Lead to Contact Filters using this matching action will check for matches within leads as well as accounts or contacts and include them in the alert Merge and Convert functions are accessible using this matching action Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 26
6. quality For more information and to start your Free Trial go to http www cloudingo com Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 3 i n F d alla Wuycvatcici gt w About DupeCatcher Filters and Rules DupeCatcher functions based on Filters and Rules set by a Salesforce administrator Once installed admins will see a DupeCatcher option in the Salesforce dropdown menu on the top right Call Canter O GGJ Chatter Files Leads Accounts Contacts Opportunities Reports Dashboards Products Forecasts Marketing Community John Campbell CIR accountPhone Google AdWords Cortent Salesforce Chatter Dashboard Refresh Customize Page As of 72012 12 05 PM Displaying cata as John Campell i Wednesday January 2 2913 pon Brile Link lt Poll Recommendations Mora Crsssman lace mail share Get Chatter Desktop Add AppExchange Apps PL Anderson amp Badgley See real time alerts Cc Creste New Ap drag and drop fles from Met Tes amp Pl Ancsrson A Badgies ve desktop and stay Pl Anderson amp Badgley Sort by PostOate connected without your browser Pl Anderson amp Badgley There are no updates Seip gt Pl Ancerson Badgley Croessmann PL Anderson amp Badgley oi amp Owned by you Pl Anderson amp Badgley Folow x PL Anderson amp Badgley Owned by you Opportursty inf
7. Information Y Recycle Bin LeadOwner John Campbell Lead Status J Open f First Name Phone None 7 Last Name Email TestLastName test test com Company test Rating None z Title customField 2 Block a duplicate record from being created and display a table with a hyperlinked list of matched records See below Search John Campbell Help amp Training DupeCatcher DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher e DupeCatcher Potential Duplicate Warning Lead Email Address IestLastName IestLastName TestLastName EF Croessmann X PL Anderson amp Badgley X PL Anderson amp Badgley PL Anderson amp Badgley g Recycle Bin You have been redirected to this page because DupeCatcher has determined your entry to be a duplicate The Lead that you created has not been saved Your entry has been blocked because the values of the Last Name Email fields of the record that you created is similar to the value of the Last Name Email fields of the Leads listed below Click on the links below to view or edit the potential duplicate records Potential Duplicate Lead Records TestLastName test test com Created By Created Date test id John Campbell John Campbell Wed Jan 02 21 42 32 GMT 2013 View Edit TestLastName test test test com Po John Campbell John Campbell Wed Jan 02 21 43 30 GM
8. T 2013 View Edit TestLastName test test com John Campbell John Campbell Wed Jan 02 21 43 35 GMT 2013 New Lead Copyright 2000 2013 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compli Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 10 symphonicsource DupeCatcher by Symphonic Source 3 Allow the duplicate record to be created but trigger an alert and if chosen set a task for the user or the admin Alerts can be accessed from DupeCatcher Duplicate Alerts tabs or from the Filter summary page by Syrnemers Source povpecaiches Search John Campbell Help amp Training Home DupeCatcher Filters DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher m F Edt Dete cet New view ae New DupeCatcher Duplicate Alert t H t J K L MIN O P Q R S T U Vi WX Y Z Otner TAN Jeffrey Bomstein Action Alert Number t Filter Filter Type Triggering Action Last Modified By Contact LastName Edit Del Lead Phone Number Lead Duplicate detected on update John Campbell 1 2 2013 3 51 PM TestLastName Edit Del Alert 1 Email Addr Lead Duplicate detected on update John Campbell 1 2 2013 3 52 PM E Lead Email Address Edit Del Alert 2 Contact LastName Contact Duplicate detected on update John Campbell 1 2 2013 3 52 PM X BL Anderson amp Badg
9. Type Lead amp Jeffrey Bomstein riggering Action gt Duplicate detected on update Contact LastName CreatedBy John Campbell 1 2 2013 3 51 PM Last Modified By John Campbell 1 2 2013 3 51 PM Lead Phone Number TestLastName Pl Anderson amp Badger DupeCatcher Potential Duplicates DupeCatcher Potential Duplicates Help Delete Merge or Convert Duplicates DupeCatcher Potential Duplicate Duplicate Number Duplicate Record il DupeCatcher Potential Duplicate Created By W Recycle Bin derson amp Badgley at not provide 111111111 Damai ampbell Edit Del Dupe 1 i 111111111 John Campbell 1 2 2013 3 51 PM Edit Del Dupe 2 i 111111111 k12454k qmail com John Campbell 1 2 2013 3 51 PM Open Activities Open Activities Help No records to display Activity History Activity History Help No records to display a Back To Top Always show me fewer W more records per related list Copyright 2000 2013 salesforce com inc All rights reserved Privacy Statement Secunty Statement Terms of Use 508 Compliance Search John Campbell Help amp Training DupeCatcher v lier aS DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher pntial Duplicate Edit Layout Printable View Help for this Page atcher Duplicate Alerts DupeCatcher Potential Duplicate Detail Duplicate Alert Duplicate Type Lead Jeffrey Bomstein Filter Type Phone 111111111 7 ffr mstein Ema
10. Wupocvateulc User s Manual DupeCatcher is a real time deduplication app designed specifically for Salesforce It is a 100 APEX developed and deployed managed package and is installed via the Salesforce AppExchange eliminating the need to download and maintain software symphonicsource h Muvyocwuatelleci Table of Contents IEC OIC EOI E S 3 About DupeCatcher Filters And RUleS ccccceccseccsecceecseccsecenecuccseceneeeceseeenceeeeeecteeeeeceeeeeeeeeseeeceeeeenes 4 Sa CIS AE E he L E E E snes senasneatnusanaaauunsusaedncaanmdsunquen E ores 5 Cre VS TNS cee E N stab seaees ete eee 8 Managing Alerts Ga acicccccectcccoescoumeeanciescciesesacescceseceausercoussonseecasuecaectesactuecucssacnsecedessasseabalatubensbaatasabseanoantenses 10 DV VST SS scans ccrsassscenes semaseoamescmmansacmes EEEE 13 Jve gare m T UNCU O ceummreeneere te tare erent a eerie serte eter errs tr unre te Snr ee ne een reer rer ee ee 14 Merge and Convert FUNCtIONS cccccsccsecsscceccsecseceeceeecsetseeeceeceseeseeecseeeeceeceeeeseeseeeeceeeeeeteeeeeseueeeeeeetes 16 Merge Lead Contact Account or Person Account Filters ccccecceescecceeseeseeseeeseeeseseeeseeseeeeenees 17 Convert Lead to Contact Lead to Account or Lead to Person ACCOUNT cccccceecceeseeseeeseesseeseeesees 17 PEON ACCOUNT a ee er 20 Diipe Catcher Person ACCOUNT BEM AVION cceceseasesacusvscaserscunseenausueusu ruse sabe nnaseuauanaueueuseaueu neu
11. aa X X X 5 1 2012 X 10 11 2012 Calendar New Evert Nes Meeting Request The Task details page provides buttons to manage the task as well as hyperlink to the specific Alert that triggered the task Task i Edit Lay DupeCatcher Duplicate Record Alert BE BAJ Back to List DupeCatcher Duplicate Alerts Attachments 0 Task Detail Edit Delete Create Follow Up Task Create Follow Up Event Task Information Assigned To John Campbell Related To Alert 2 Subject DupeCatcher Duplicate Record Alert Name Due Date Comments A potential duplicate was found Please click on the Related To field to handle potential duplicates v Additional Information Status Not Started Phone Priority Normal Email v System Information Created By John Campbell 1 2 2013 3 59 PM Last Modified By John Campbell 1 2 2013 3 59 PM Reminder Reminder Edit Delete Create Follow Up Task Create Follow Up Event Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 13 RM symphonicsource w G ne Override Function Certain individual business processes and policies may require that duplicate records be entered into Salesforce Because of this requirement DupeCatcher has an Override function Currently Override is available ONLY in Enterprise Edition and higher If you are on Enterprise Edition you have two options If you are on Professional Editio
12. ate Created By John Campbell 1 2 2013 3 51 PM Last Modified By John Campbell 1 2 2013 3 51 PM Delete DupeCatcher Potential Duplicates DupeCatcher Potential Duplicates Help Action DupeCatcher Potential Duplicate Duplicate Number Duplicate Record Duplicate Type Phone Email DupeCatcher Potential Duplicate Created By Edit Del Dupe 0 ae amp Badgley at not 111111111 kk gmail com John Campbell 1 2 2013 3 51 PM Edit Del Dupe 1 jed n 111111111 kk gmail com John Campbell 1 2 2013 3 51 PM Edit De Dupe 2 e er at not 111111111 k12454k amailcom John Campbell 1 2 2013 3 51 PM Open Activities Open Activities Help No records to display Activity History Activity History Help No records to display Back To Top Always show me fewer amp Y more records per related list Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 16 i S Ta symphonicsource Wu wn clic Merge Lead Contact Account or Person Account Filters Clicking the Merge or Convert Duplicates button will return a table listing duplicated records with radio buttons next to each field Select a master record to work from In the case of multiple duplicates select the records you want to merge into a single record with a check box Then select the radio button s from the other records for the correct data points As you select fields the data points will change in the Merg
13. cher Filter Rules Help Source Field Matching Technique Target Field FirstN Match Blanks Email Exact Email 0 lastname First N Letters lastname 6 symphonicsource DupeCatcher by Symphonic Source Managing Alerts Based on the Filters and Actions you have set DupeCatcher will either 1 Block a duplicate record from being created and display a warning with a list of hyperlinks to matched records See below Search Search John Campbell DupeCatcher Help amp Training Home Recent items TestLastName Lead Email Address TestLastName TestLastName iP Croessmann PL Anderson amp Badgley X PL Anderson amp Badgley Pl Anderson amp Badgley DupeCatcher Filters DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher Lead Edit New Lead Help for this Page Lead Edit Save Save amp New Cancel Error Invalid Data Review all error messages below to correct your data DUPECATCHER WARNING The Lead that you created was not saved It has been blocked because the values of the Lead Last Name Email fields that you entered is similar to the Last Name Email fields of the Leads listed below Click on the links below to view or edit the potential duplicate records Potential duplicate Lead record TestLastName Potential duplicate Lead record TestLastName Potential duplicate Lead record TestLastName Lead Information I Required
14. d without deleting them Create Tasks for Alerts Select an option if you want a Salesforce task to be set when a duplicate is identified Alerts can be set for the user or for the owner admin of the Filter Tasks are set ONLY when the Match on Insert Update Action is set to Report Duplicate You also have the option of setting pop up reminders for all tasks that get created You choose to create these reminders on the Application Settings tab see the Application Settings section below for details Owner John Campbell Bypass Security 7 Active 7 Create Tasks for No P Alerts Yes User je potential duplicate Les Filter Owner Once all of your options have been set click Save to create the Filter You will be redirected to the Filter Details page which shows the settings you made metrics on duplicates Rules that apply to this Filter and any alerts that have been triggered when a duplicate is identified Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 7 i B symphonicsource A ur ee teres Creating Rules IMPORTANT In order for a Filter to work you must set a Rule for that Filter From the Filter Details page click New DupeCatcher Filter Rule in the DupeCatcher Filter Rules section DupeCatcher Filter Lead Email Address Customize Page Edit Layout Printable View Help for this Page Ww DupeCaitcher Filter Rules
15. ds to Then select the Lead records that you would like to convert Press the Next button when done Contacts Field E i Allison Calkins i Jeffre Bornstein C efrey Lead Select st Name Last Name Calkins Bornstein Last Name Baker amp Stalzer Anderson amp Badgley Company not provided not provided Phone 770 992 4325 54522545685 Fax 770 992 4367 Email emailtest test com emailtest test com Account Norris Bornstein Title ASSOCIATE PARTNER Business Phone 212 422 0202 415 249 1059 Email emailtest test com emailtest test com Status Open Open Street 555 Sun Valley Drive 1270 Orange Avenue City Roswell Winter Park State Province GA FL Mailing City New York San Francisco Mailing State Province NY CA Mailing Country USA USA Contact ID QO3d000000JNquGAAT 003d000000jHYFNAA4 Owner John Campbell John Campbell Created By John Campbell John Campbell Created Date 2012 04 26 22 01 28 2013 01 02 21 59 16 Last Modified By John Campbell John Campbell Last Modified Date 2013 01 02 22 33 18 2013 01 02 22 32 58 Zip Postal Code 30076 32789 Country USA USA Lead ID 00Qd000000BiIdP6EAJ Q0QdO00000HALHZEA3 Correlation Data none CorrelationID none Web Source none customField nameTes Owner John Campbell John Campbell Created By John Campbell John Campbell Created Date 2012 07 17 21 16 15 2012 12 18 15 56 07 Last Modified By John Campbell John Campbe
16. e Results column providing you with a preview of the data that will populate the final record Once your fields are selected click the Merge button and you will be presented with a single merged and deduplicated record DupeCatcher Merge First select the Lead Record that you would like to merge values to Then select values from the other records that you would like to merge to that record Selected values will show in the Merge Results column Merge Result PL Anderson amp Badgley PL Anderson amp Badgley PL Anderson amp Badger PL Anderson amp Badgley FO ser TE Pe PL l e First Name Last Name Company Phone Email Status Street City State Province Zip Postal Code Country Lead ID Correlation Data CorrelationID Web Source customField Owner Created By Created Date Last Modified By Last Modified Date PL Anderson amp Badgley not provided 111111111 kk gmail com Open 1270 Orange Avenue Winter Park FL 32789 USA 0OQd000000HfLHeEAN none none none nameTes John Campbell John Campbell 2012 12 18 15 56 16 John Campbell 2012 12 16 15 56 16 Anderson amp Badgley not provided 411111111 kk gmail com Open 1270 Orange Avenue Winter Park p FL 32789 USA OOQd000000HFLHEEAN none none none 2 nameTes John Campbell John Campbell 2012 12 16 15 56 16 John Campbell 2012 12 18 15 56 16 PL Anderson amp Badgley D not provided
17. ed DupeCatcher s Application Settings tab has an area where a Salesforce login ID can be entered Any access to the Salesforce org using a login ID that is listed here will NOT be subject to DupeCatcher filtering Be sure to click the Save button after making any changes on the Application Settings tab DupeCatcher Application Settings Save Help for this Page Web Lead Sources one per ar Ignore Public email domains on Web g line Web Lead Web to Lead domain based matches Yahoo Gmail Hotmail etc Bypass all filters for the Additional email domains to following Salesforce ignore on domain based usernames one per line matches one per line Example mycompany com aramcos com Set Immediate Reminder For Tasks Allow Override of Blocked i Duplicates Set Immediate Reminder for Tasks The Application Settings tab also provides the ability to set pop up reminders for all tasks that get created if selected when the Match on Insert Update Action is set to Report Duplicate see the Creating Filters section above Set these pop up reminders by checking the box labeled Set Immediate Reminder for Tasks on the Application Settings tab Be sure to click the Save button after making any changes on the Application Settings tab Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 22 RM symphonicsource f Wupeciatelici
18. en sabe meee 20 POM Cal Oi SOULS Ss siensncaraeas anne nsunosuensannnasacos EEE eer edieuiedet e dev sdecse sevetedess dated aeeiseeered aise 21 WV ED LEA SOUN OS errer sone 21 Bypa e Fiers Tor ISTO SC crepe sec seceseceseasesacueedanserasavessnsccisacesssyasauantensauaueeeusnueu eee auee oe eR 22 Set immed e REMINGER TOF TASKS eee E EE EE EES 22 POW OV GTO O orenera cae seseveoestceienerimnerteresearseieresearieiereeriedesnonverovesnonsenonssnonvennnates 23 Email DOMAINS tO IZNOLE cccecceccseceeccneceecceeccseceucceccseeeneeeceseeeceseeeucteeeseteeseeeeeneeseceeeeaeeteeeteeeeaes 23 GIO Saree se ee E ca estnsegnd sone emneemecasasosadae vers 25 Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 2 symphonicsource h G uju terci Introduction DupeCatcher by Symphonic Source is a cloud based Salesforce De duplication App that is installed directly into a Salesforce org via the AppExchange There is no software to download install or maintain DupeCatcher offers real time identification and blocking of duplicate leads accounts and contacts as they are manually entered into Salesforce Our newest app Cloudingo cleanses and de dupes the entire existing database as well as supports de duplication during a mass upload import It does so by generating a dashboard view of your data From the dashboard you can merge the duplicates to raise the level of your data
19. er Lead Phone Number 2 Pl Anderson amp Badgley TestLastName TestLastName g Recycle Bin Gr ecaiches John Campbell Heip amp Training DupeCatcher Filters l DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher DupeCatcher Filter Customize Page Edit Layout Printable View Help for this Page 7 Lead Email Address ea ees tener ete ne tecen ems DupeCatcher Filter Rules 2 DupeCatcher Duplicate Alerts 1 Lead Email Address Alert 0 DupeCatcher Filter Detail Edit Delete Clone defn Bonstein Y Notice A maximum of 12 filters can be active at one time E j Jeffrey Bomstein 3 Jeffrey Bomstein j Jeffrey Bomstein v Information Contact LastName FilterName Lead Email Address Owner o bea Phere ube Filtertype Lead Bypass Security TestlastName Pl Anderson amp Badger Match on Insert Action Display Matching Records Active Match On Update Action Report Duplicate Create Tasks for Alerts a Recycle Bin Filter Rule Count Error Message Click on the links below to view or edit the potential duplicate records Created By John Campbell 1 2 2013 3 36 PM Last Modified By John Campbell 1 2 2013 3 52 PM w Filter Metrics Potential Duplicate Count 3 Blocked Duplicates Duplicate Alert Count 1 Edit Delete Clione DupeCatcher Filter Rules New DupeCatcher Filter Rule DupeCatcher Filter Rules Help Action Rule Number S
20. il kk gmail com Contact LastName Contact Record Lead Phone Number Criteria Sa0Fd000000EgIasEAF S111111111 TestLastName Sears Last Modified By John Campbell 1 2 2013 3 51 PM PL Anderson amp Badger a Recycle Bin Copyright 2000 2013 salesforce com inc All nghts reserved Privacy Statement Security Statement Terms of Use 508 Compliance Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 12 D s PTP T 4 symphonicsource DupeCatcher all Managing Tasks DupeCatcher tasks function just like other Salesforce tasks they re a notification to a user about a change or some required action DupeCatcher tasks notify users that duplicates have been identified and they provide hyperlinks to the specific alert where details are available and the original records can be drilled into via hyperlinks Tasks are accessed from the user s Salesforce home page Le Chatter Files leads Accounts Contacts Opportunities Reports Dashboards Products Forecasts b Jonn Campbell we Wemessa arus 2 2513 Hide Fees Post File Link Recommendations Lore Get Chatter Desktop ca drag and crop files from your Gesktop and stay conmectas without your There are no updates browser o gt Croessmann Ownes by you O Fotos PL Anderson amp Badgley Owned by you My Tasks a Complete Date Related To X Dashboard Aso TSD01S tI08 PM Daou
21. ll Last Modified Date 2013 01 02 22 33 46 2013 01 02 22 33 30 Next gt gt f cancel You will be presented with conversion submission page where you can create an opportunity set a follow up task set a task reminder and other activities associate with converting Leads to Accounts and or Contacts Once you ve added any desired details click the Submit button and you will be redirected to the new converted Account or Contact record Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 18 DupeCatcher S symphonicsource e Submitting this page can result in the Alert being deleted Refer to the DupeCatcher documentation for details on the conditions under which the alert will be deleted DupeCatcher Lead Convert Submit rom cance Account Name Norris Record Owner John Campbell Q Converted Status Qualified v ane Do Not Create Opportuninty Send Email To Owners Overwrite Lead Source peoe an rm Send Notification Email Comments For Task rA Reminder Set Reminder Date 1 2 2013 1 2 2013 Time 05 00 PM x aS In the case of Convert if all duplicates have been converted the referring alert and task will be removed If one or more matched records remain unconverted the referring alert and task will be preserved A note on user security settings Merge and Convert features may function diffe
22. low Override of Blocked e Duplicates Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 24 symphonicsource h G Muvycuatelleci Glossary Filter A Filter defines the standard Salesforce object s the DupeCatcher will operate on in checking for duplicates Filters also define the method of reporting duplicates to the user Filters must have Rules in order to function Rule Rules work within Filters and define the fields and method of matching that DupeCatcher will use to identify duplicates Filter Types Account Identifies duplicates by matching selected fields from a new Account record being entered and the same fields within Account records existing in Salesforce Account Person Identifies duplicates by matching selected fields from a new Person Account record being entered and the same fields within another Person Account records existing in Salesforce Contact Identifies duplicates by matching selected fields from a new Contact record being entered and the same fields within Contact records existing in Salesforce Lead Identifies duplicates by matching selected fields from a new lead record being entered and the same fields within lead records existing in Salesforce Lead Person Identifies duplicates by matching selected fields from a new lead record being entered and the same fields within lead records existing in Salesforce in a Salesforce pla
23. n you only have one option 2 below Override will only work when using a DupeCatcher filter matching action of Do Not Insert Update Option 1 Enable Override The Override function must be enabled by the Salesforce or DupeCatcher admin via a checkbox on the DupeCatcher Application Settings tab see the Allow Override section below for details NOTE Certain permissions may need to be set for Override to be enabled for all users Override only functions when the Filter Matching Action is set to Do Not Insert Update Further the Override button will not appear on a DupeCatcher warning triggered by an update if the user updated a record using inline editing The Override button will only appear when users use the edit button and edit page to update records Simply check the check box and click Save white Search Search John Campbell Help amp Training ters DupeCatcher Duplicate Alerts DupeCatcher Applicaton Setings Getting Started with DupeCatcher DupeCatcher Application Settings Save Web Lead Sources one per Web ignore Public email domains on line Web Lead domain based matches Yahoo Mien Gmail Hotmail ete Wed to Lead Bypass all triters for the Additonal email domains to following Salesforce ignore on domain based usernames one per line matches one per line Example mycompany com aramcos com Set Immediate Reminder For Allow Override of Blocked 7 Duplicates With the Override feature turned on a but
24. ncel You will always have at least one field from a Lead Account or Contact to select Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 8 a Wu tere m symphonicsource A Matching Approach Allows you to select the kind and degree of match for which DupeCatcher checks Matching Approach options include Exact First N Letters Numbers Words Domain Numeric Only First 5 Zip Relaxed NA Phone Clean Name etc and will vary based on the fields you ve selected Match Blanks If selected DupeCatcher will block duplicates based on the fields selected in the Rules users set if those fields are left blank For example if the Rule checks the email field and the email field is left blank DupeCatcher will return a list of records whose email field is blank Once you save a Rule you will be redirected to the Filter Summary page All Rules for an individual Filter will be listed on this page From this page you can Edit and Delete Rules or view a Rule summary page using hyperlinks You can have multiple Filters and multiple Rules within individual Filters running at the same time but please note that Filters operate on an OR logic and Rules operate on an AND logic That is only one Filter out of multiple Filters needs to identify a duplicate for an alert to trigger The first Filter to trigger an alert is reported and all subsequen
25. nt to Person Account and Person Lead to Person Lead The Convert feature automates the process of combining an Account Person Account or a Contact with a new Lead that has been identified as its duplicate An added feature of DupeCatcher s Lead to Contact Lead to Account and Lead to Person Account conversion process is that DupeCatcher will also pull in any existing Leads to the Convert process that match on the same field as the Contact Account or Person Account DupeCatcher s Merge and Convert functions are enabled when a Filter s matching action both for insert and for update is set to Report Duplicate Remember this particular matching action allows the duplicate record to be created but creates an alert for the user or admin to take action It is via these alerts that users can Merge or Convert duplicates From an alert that has been triggered as a result of a Filter set to Report Duplicate you will see a Merge or Convert Duplicates button as well as a brief listing of the records and their types identified as duplicates DupeCatcher Duplicate Alert Alert 0 Customize Page Edit Layout Printable View Help for this Page wy Back to List DupeCatcher Duplicate Alerts DupeCatcher Potential Duplicates 3 Open Activities 0 Activity History 10 DupeCatcher Duplicate Alert Detail Alert Number Alert 0 Filter Lead Phone Number Filter Type Lead Triggering Action Duplicate detected on upd
26. o Pl Anderson amp Badgley Owned by you Follow Messages and Alerts x PL Anderson amp Badgley Owned by you Follow g Recycle Bin Chat E Selecting the DupeCatcher option will display DupeCatcher tabs in the main Salesforce window Your options will be as follows DupeCatcher Filters Select to set and activate Filters and Rules Once Filters are set you can view them from this tab by clicking the Go button next to the View drop down menu DupeCatcher Duplicate Alerts If you set filters to create an alert when a duplicate is identified those alerts will be viewable from this tab Once Alerts are set or triggered you can view them from this tab by clicking the Go button next to the View drop down menu Note Alerts are also viewable from within the individual Filter details view DupeCatcher Application Settings For some lead sources for instance web to lead you may want the record created even if it duplicates an existing record DupeCatcher Application Settings give admins the ability to list certain lead sources web web to lead etc that DupeCatcher will ignore Leads from lead sources listed in this tab will be entered into the Salesforce org and an alert will be triggered for the admin to review for duplication From this tab you can also set immediate reminders for tasks and enable the DupeCatcher Override function Copyright 2010 2015 Symphonic Source Inc All rights
27. ons in the Publisher section and have saved th gt Home inherit that set of actions by default when you click to override gt Activities Campaigns Lead Detail Standard Buttons Custom Buttons Leads Edit Delete Convert Clone Sharing Find Duplicates Fields Related Lookup Filters Lead Information Header visible on edit only Validation Rules Lead Owner Sample User Lead Status Sample Lead Status Triggers Name Sarah Sample Phone 1 415 555 1212 Page Layouts Company Sample Company Email sarah sample company com Field Sets Title Sample Title Rating Sample Rating Compact Layouts Addrace Infarmatinn Lead Edit Save Save amp New Cancel ea rae Required Information Lead Owner Jenny 86 Demo Lead Status Opens FirstName _None Phone LastName Person Email test 123 com Company Test Rating None Title Lead Override DupeCatcher D Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 15 Oe ete trci RM symphonicsource Merge and Convert Functions DupeCatcher makes it even easier to manage the data entering your Salesforce org with its Merge and Convert functions The Merge feature allows users to combine identified duplicates into a single record of the same type Lead to Lead Account to Account Contact to Contact Person Accou
28. ore on domain based usernames one per line matches one per line Example mycompany com Set Immediate Reminder For Tasks Allow Override of Blocked i Duplicates Email Domains to Ignore For DupeCatcher Filter Rules that match on email domain you can limit results by entering domains of common web based email systems in the Email Domains to Ignore area DupeCatcher will then Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 23 evupecaicnel symphonicsource ignore these domains when performing its scan For example enter gmail com to prevent returning all records with email addresses with the gmail com domain as duplicates You can also enter other private domains for DupeCatcher to ignore as duplicates To do this enter the domains in the Additional email domains to ignore on domain based matches Be sure to click the Save button after making any changes on the Application Settings tab DupeCatcher Application Settings Save Help for this Page Web Lead Sources one per Ignore Public email domains on Fj 4 Web x ine P domain based matches Yahoo Web Lead Gmail Hotmail etc Web to Lead 7 AY Bypass all filters for the Additional email domains to aramcos com following Salesforce ignore on domain based usernames one per line matches one per line Example mycompany com Set Immediate Reminder For Tasks Al
29. ource Field Matching Technique Target Field First N Letters Match Blanks Edit Del Rule 3 LastName First N Letters LastName 5 Edit Del Rule 2 Email Exact Email 0 lt DupeCatcher Duplicate Alerts New DupeCatcher Duplicate Alert DupeCatcher Duplicate Alerts Help Action Alert Number Filter Type Triggering Action Last Modified By Last Modified Date Edit os ea Lead Duplicate detected on update John Campbell 1 2 2013 3 52 PM Pn Chat Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 11 symphonicsource DupeCatcher by Symphonic Source From the Duplicate Alerts tab or from the Filter summary page you can drill down into the details of individual alerts details of individual duplicate notifications and directly into the specific duplicated record John Campbell Help amp Training Home DupeCatcher Filters soe mi Anai DupeCatcher Application Settings Getting Started with DupeCatcher Alert O Biplicate Alert Customize Page Edit Layout Printadle View Help for this Page e Recentitems S DASARE AR ee meee Recent items DupeCatcher Potential Duplicates 3 Open Activities 10 Activity History 10 Alert 0 Lead Email Address DupeCatcher Duplicate Alert Detail Delete Merge or Convert Duplicates amp Jeffrey Bomstein AlertNumber Alert 0 j Jeffrey Bornstein Filter Lead Phone Number 2 Jeffrey Bornstein Filter
30. registered trademark of salesforce com i wae symphonicsource DupeCatcner QS Home P GE DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher Create New x DupeCatcher Filter Edit Help for this Page New DupeCatcher Filter Test Person DupeCatcher Filter Edit Save Save amp New Cancel Lead Email Address Person Two Notice A maximum of 12 filters can be active at one time Required Information Test Person Name on Person Account Information Name on Business Account Email on Contacts Filter Name Lead Email Address Owner Jenny 86 Demo Filter Type al Lead v Search All Records _ Match on Insert Action al Do Not Insert v Active gt a Recycle Bin Match On Update Action Do Not Update Create Tasks for Alerts No v Error Message Click on the links below to view or edit the potential duplicate records Save Save amp New Cancel rc Filter Name Create your own unique name for the filter We recommend using something descriptive Filter Type Select the type of record for which you want to block duplicates Filter Name I Lead Email Address FilterType Match on Insert Action Lead to Contact Match On Update Action aad to Account Contact Account Account Person Lead to Account Person Lead Person Error Message
31. rently for users with restrictive security settings In these instances users may be prevented from completing the Merge or Convert process and will need to contact a Salesforce user with higher level access privileges Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 19 symphonicsource h Wuscuatcelici Person Accounts DupeCatcher Person Account Behavior DupeCatcher follows the same logic as Salesforce when it comes to Person Accounts That is if the Company field is left blank on a Lead or Account record DupeCatcher interprets that record as a Person Account See the following chart for an explanation of how DupeCatcher will behave under the various Filter configurations DupeCatcher Filter Type Only checks new Leads with a populated Lead without Person Account checked Company field against Business Account Leads existing Leads with populated company field Only checks new Leads with a blank Company Lead with Person Account checked field against Person Account Leads existing Leads with blank company field Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 20 symphonicsource h G JU r u terci Application Settings Web Lead Sources DupeCatcher is designed with flexibility to enable you to manage leads in the way that best suits your organization while still main
32. reserved Salesforce is a registered trademark of salesforce com 4 symphonicsource DupeCaitcher S symphonicsource G Gpovrecaiches gt Jona campbell Heip amp Training Dy ynan Sour Home f gt a5 DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher ouecaeer er Home View AE Ge Create New View Recent DupeCatcher Filters No recent records Click Go or select a view from the dropdown to display records Help for this Page w Receray Viewed e New inc All nghts reserved Pracy Statement Security Statement Terms of Use 508 Compkance Creating Filters The first step in identifying and blocking duplicates is to set Filters and Rules Click on the DupeCatcher Filters tab from the DupeCatcher home page then click New in the Recent DupeCatcher Filters area Wy arera boerse DupeCatcher Duplicate Alerts DupeCatcher Application Settings Getting Started with DupeCatcher DupeCatcher Fitters Help for this Page Home View All Go Create New View Recent DupeCatcher Filters Recently Viewed No recent records Click Go or select a view from the dropdown to display records a Recycle Bin The Filters setup screen is very easy to use Set the following parameters by either entering information or by making selections from the drop down menus Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a
33. rride DupeCatcher and save they are already available to be added to the page layout When you attempt to insert a record that DupeCatcher blocks select the check box and re save Save Quick Save Preview As Y Cancel 4A Undo Redo Layout Properties Force com Home ER Q Quick Find Field Name x f Custom Links gt E Section Campaign Created By Email Industry Lead Owner Name Title System Overview Quick Actions PE Blank Space Company Data com Key Email Opt Out Last Modified By Lead Source No of Employees Website Salesforce Actions Address Description Fax Last Transfer Date Lead Status Phone Personal Setup Expanded Lookups Annual Revenue CorrelationID Do Not Call Fax Opt Out Lend Querrey Mtl eel Rating Related Lists My Personal Information Report Charts gt Email E E import Highlights Panel e Desktop Integration Customize the highlights panel for this page layout My Chatter Settings al My Connected Data Quick Actions in the Publisher Li Work com Post File New Task Log a Call New Case New Note New Event Thanks Link Poll App Setup Customize Actions in the Salesforce1 Action Bar gt Tab Names and Labels gt Maps and Location Actions in this section are predefined by Salesforce You can override the predefined actions to set a customized list of actions in the action bar on mobile pages at use this layout If you customize the actions in the Acti
34. t Filters are not processed All Rules within an individual Filter must match for that Filter to trigger an alert Once you have your Filters and Rules set DupeCatcher is ready to work As long as you have selected Active in at least one of your Filters DupeCatcher will function as records are added to Salesforce Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com DupeCatcher Filter Detail DupeCatcher Filter Lead Email Address Customize Page Edit Layout Printable View Help for this Page S DupeCatcher Filter Rules 2 DupeCatcher Duplicate Alerts 0 Edit Delete Clone v Notice A maximum of 12 filters can be active at one time v Information Filter Name FilterType Match on Insert Action Match On Update Action Error Message Created By v Filter Metrics Potential Duplicate Count Duplicate Alert Count DupeCatcher Filter Rules Action Edit Del Rule 11 Edit Del Rule 12 Rule Number Lead Email Address Owner Lead Search All Records Do Not Insert Active Do Not Update Create Tasks for Alerts Filter Rule Count g Jenny 86 Demo Change A A No 2 Click on the links below to view or edit the potential duplicate records Jenny 86 Demo 8 11 2014 Last Modified By 3 14 PM 0 0 Edit Delete Clone New DupeCatcher Filter Rule Jenny 86 Demo 7 1 2015 1 48 PM DupeCat
35. t you must enter the lead source EXACTLY as it appears on the lead record Be sure to click the Save button after making any changes on the Application Settings tab amp Mupcvatclic Search John Campbell Help amp Trainin g DupeCatcher Home DupeCatcher Filters DupeCatcher Duplicate Alerts p gt pplication Setti Getting Started with DupeCatcher e DupeCatcher Application Settings Save Help for this Page Web Web Lead Create New Web Lead Sources one per ignore Public email domains on line domain based matches Yahoo Fa A Gmail Hotmail etc LLC Baker amp Staizer Web to Lead PL Ander Allison Calkins 5 Jeff ste Jeffrey Bomstein Bypass all filters for the Additional email domains to Alena following Salesforce ignore on domain based usernames one per line matches one per line TestLastName Example mycompany com 3 Jeffre mstein o Recycle Bin Set Immediate Reminder For Tasks Allow Override of Blocked Duplicates Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 21 h Bm symphonicsource J Vupocvateici Bypass Filters for Listed Users In certain cases some organizations have a need to periodically bypass DupeCatcher Filters in other words create new records or update records in the database that are not subject to DupeCatcher filtering To accommodate this ne
36. taining a high level of data quality Merely blocking duplicate records from entering a database is not the only solution to data management and data quality Sometimes there are reasons for allowing duplicates to be created at the point of entry and managed later One example is leads that get automatically entered into Salesforce from a web site registration form Because there is no human sitting between the web form and the Salesforce database there is no way to check if new data is being entered beyond the matching fields set in DupeCatcher To accommodate this need DupeCatcher provides an Application Settings tab where users can enter web lead sources standard or custom By default DupeCatcher has the following lead sources set on the Application Settings tab Web Web Lead Web to Lead these lead sources can be removed Leads that come into the Salesforce Database with any of the lead sources set in the Application Settings tab will never be blocked and will be entered into the database However an alert will be set for the Salesforce DupeCatcher admin to review the duplicate entries and take appropriate action When a web lead source is NOT listed on the Application Settings Tab DupeCatcher may block the lead based on the Filters and Rules you have set But as a user you are not alerted that the lead has been blocked When adding the lead source that gets listed on the record of a web to lead lead as it enters Salesforce to this char
37. tform where Person Accounts is enabled Lead to Account Identifies duplicate records by matching selected fields from a new lead record being created and the same fields within an Account record Filter Rules also apply when an existing lead record is being converted to an account and contact Lead to Account Person Identifies duplicate records by matching selected fields from a new lead record being created and the same fields within an Person Account record Filter Rules also apply when an existing lead record is being converted to a Person Account Lead to Contact Identifies duplicate records by matching selected fields from a new lead record being created and the same fields within a Contact record Filter Rules also apply when an existing lead record is being converted to an account and contact Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 25 symphonicsource h G Muvyocwuatelleci Match on Insert Action Display Matching Records Displays a hyperlinked table of duplicate leads Do Not Insert Duplicate record is not created and an alert message is displayed on the edit page with hyperlinks to the matched record s Override button appears as an option if enabled Do Nothing The rule is ignored for Insert but the related Update rule is enforced Report Duplicate Duplicate record is allowed but an alert is triggered for the Salesforce DupeCatcher
38. ton will appear on the Do Not Insert Do Not Update screens of identified duplicate records Copyright 2010 2015 Symphonic Source Inc All rights reserved Salesforce is a registered trademark of salesforce com 14 Je alee symphonicsource DupeCatcner QS Lead Edit Help for this Page Ww X New Lead Lead Edit Save Save amp New Cancel Error Invalid Data Review all error messages below to correct your data DUPECATCHER WARNING The Lead that you created was not saved It has been blocked because the values of the Lead Last Name Email fields that you entered is similar to the Last Name Email fields of the Leads listed below Click on the links below to view or edit the potential duplicate records Potential duplicate Lead record TestLastName Potential duplicate Lead record TestLastName Potential duplicate Lead record TestLastName Override DupeCatcher Lead Information Required Information Lead Owner John Campbell Lead Status Open FirstName None Phone LastName TestLastName Email test test com Company test Rating None Title customField If the user wants to allow the duplicate record to be created all he or she needs to do is click the Override button and the new duplicate record will be saved Option 2 Drag a custom checkbox field onto the object page layout Account Contact and or Lead The field will be called Lead Contact Account Ove
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