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DupeCatcher Users Manual

1. Help amp Training DupeCatcher v by SymphonicSource 3 Options Home DupeCatcher Filters DupeCatcher Duplicate Alerts DupeCatcher Application Settings y DupeCatcher Application Settings Edit Save Help for this Page o by Web Lead P Smith Web to Lead Recycle Bin Set Immediate Reminder For i Allow Override of Blocked Duplicates Copyright 2000 2011 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compliance With the Override feature turned on a button will appear on the Do Not Insert Do Not Update screens of identified duplicate records Lead Edit Help for this Page 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 value of the Lead Email field that you entered is similar to the Email field of the Leads listed below This record duplicates one already saved in the database Do you want to allow the duplicate record to be created Potential duplicate Lead record John Smith Lead Information Required Information Lead Owner Jack Sprat Lead Status Open First Name Mr Jonathan Phone 444 444 4444 Last Name Jones Email john abc com Company i ABC Rating _ None iy Title CEO If the user wants to allow the duplicate record to be created
2. all he or she needs to do is click the Override button and the new duplicate record will be saved 2012 Symphonic Source All Rights Reserved 16 Be symphonicsource w Vupecaicnei 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 The Convert feature automates the process of combining an Account or a Contact with a new Lead that has been identified as its duplicate An added feature of DupeCatcher s Lead to Contact and Lead to 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 or 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 Du
3. amp New L DupeCatcher Logo 55x300 transparent background Notice A maximum of 12 filters can be active at one time Required Information LJ DupeCatcher Logo 55x300 white background Information g Recycle Bin Filter Name Lead Email Address Owner Jack Sprat FilterType 9j Lead Bypass Security 7 Match on Insert Action Do Not Insert Active 7 Match On Update Action Do Not Update Create Tasks for Alerts o No Error Message Click on the links below to view or edit the potential duplicate records Filter Metrics Blocked Duplicates 0 Save Save amp New Cancel Filter Name Create your own unique name for the filter We recommend using something descriptive 2012 Symphonic Source All Rights Reserved 5 tm symphonicsource wr p Vupela telic Filter Type Select the type of record for which you want to block duplicates Filter Name ead Email Address FilterType Lead Match on Insert Action Lead to Contact Match On Update Action Lead to Account Contact Account 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 Filter Name Lead Email Address FilterType Lead Match on Insert Action Do Not Insert Match On Update Action l Do Not Insert Display Matching Records Do Nothing wt Dup Match on Update Action Select the action you want Dupe
4. Action Do Nothing Active Create Tasks for Alerts No Error Message Click on the links below to view or edit the potential duplicate records Filter Metrics Blocked Duplicates gt 0 Save Save amp New Cancel 2 Next you must enable DupeCatcher deduplication of Person Accounts Required Information This task is done via the DupeCatcher Application Settings tab On that tab simply check the Person Account Support checkbox and click Save Home DupeCatcher Filters DupeCatcher Duplicate Ale DupeCatcher Application Settings N Recent Items DupeCatcher Application Settings Edit Web Lead Sources one per Web Email domains to ignore on line wW domain based matches one eb Lead z Web to Lead per line Example gmail com Bypass all filters for the following Salesforce usernames one per line Set Immediate Reminder For Tasks Allow Override of Blocked Person Account Support Duplicates Help for this Page DupeCatcher is now setup to dedupe new incoming Person Accounts in your Salesforce org 2012 Symphonic Source All Rights Reserved 24 Vupecaicnei Creating a Person Account Filter Re symphonicsource ws Creating a Person Account Filter is just like creating any other type of DupeCatcher Filter From the DupeCatcher Filters Tab click New and select the options for the Filter you want to create The only difference is that you must check
5. Opportunities Reports Dashboards Documents Products Forecasts Completed Activities Information Added to Salesforce Last 0 Orya 8 of Accounts 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 DupefGiche A 1 Dip Dupri Loga 50300 Recent DupeCatcher Fil
6. R tit Customize Page Edit Layout Printable View Help for this Page 7 ecent Items Back to List DupeCatcher Filters LeadEmail DupeCatcher Filter Rules 2 DupeCatcher Duplicate Alerts 0 Lead to Account Contact Last Name DupeCatcher Filter Detail Edit Delete Clone Lead Phone Number test test v Notice A maximum of 12 filters can be active at one time v Information g Recycle Bin Filter Name Lead Email Owner Jack Sprat Change FilterType Lead Bypass Security Match on Insert Action Do NotInsert Active Match On Update Action gt Do Not Update Create Tasks for Alerts Scenario Rule Count Error Message Click on the links below to view or edit the potential duplicate records Created By Jack Sprat 12 1 2010 12 36 PM Last Modified By Jack Sprat 12 1 2010 12 41 PM v Filter Metrics Potential Duplicate Count Blocked Duplicates Duplicate Alert Count Edit Delete Clone DupeCatcher Filter Rules New DupeCatcher Filter Rule DupeCatcher Filter Rules Help Action Rule Number Source Field Matching Technique Target Field First N Letters Match Blanks Edit Del Rule 2 Email Exact Email 0 Edit Del Rule 3 Last Name First N Letters Last Name 5 DupeCatcher Duplicate Alerts New DupeCatcher Duplicate Alert DupeCatcher Duplicate Alerts Help No records to display Back To Top Always show me W more records per related list Copyright 2000 2010 salesforce com inc All r
7. new converted Account or Contact record e DupeCatcher Lead Convert Submit 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 Gunmit cancei Convert Leads Information Required Information Account Name Converted Status Qualified Do Not Create Opportuninty Send Email To Owners Overwrite Lead Source v E Task Information Subject i Call by Status Not Started Due Date 4 25 2011 1 12 2011 Priority Normal Task Email Description Information Send Notification Email Iv Comments For Task Task Reminder Required Information Reminder Set 7 Reminder DateTime 4 24 2011 2 37 PM 1 12 2011 2 38 PM 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 differently 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 2012 Symphonic Source All Rights Reserved 20 iia ee i symphonicsource J Mupcuatiiici Person Accounts Setup DupeCatc
8. ry test Jack Sprat created this contact r Today at 1 04 PM Comment Unfollow Custom Links Show Older Customize Page Messages and Alerts Dashboard Refresh Last refreshed at 10 20 2010 7 21 AM Displaying data as Stephen Harding Completed Activities Information Added to Salesforce g Recycie Bin Users Logged In ecy Last 7 Days Last 30 Days Assigned Record Count Overdue Subject Related To DupeCatcher Duplicate Record Alert DupeCatcher Duplicate Record Alert DupeCatcher Duplicate Record Alert Calendar New Event Calendar Help lt December2010 gt Sun Mon Tue Wed Thu Fri Sat Today 12 1 2010 E 02 03 04 0S 06 07 08 09 10 11 You have no events scheduled for the next 7 days 12 16 17 18 22 23 24 25 29 30 31 EEJEAJEN Scheduled Meetings _ Requested Meetings Copyright 2000 2010 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compliance 2012 Symphonic Source All Rights Reserved 14 ee ee OA A symphonicsource DupeCatchei js The Task details page provides buttons to manage the task as well as hyperlink to the specific Alert that triggered the task Task f Edit Layout Help for this Page DupeCatcher Duplicate Record Alert JR A Back to List DupeCatcher Duplicate Alerts Task Detail Edit Delete Create Follow Up Task Create Follow Up Event v Task Information Subject DupeCatcher Duplicate Reco
9. the Person Account Filter checkbox Checking this box tells DupeCatcher what type of Account records to check and how to interpret new Lead records Note You will not be able to save Contact or Lead to Contact Filters if the Person Account Filter checkbox is checked as Person Accounts are not relevant to these Filter types DupeCatcher Filter Edit New DupeCatcher Filter DupeCatcher Filter Edit Save Save amp New Cancel Notice A maximum of 12 filters can be active at one time Information Filter Name Person Account Filter Match on Insert Action Do Not Insert Match On Update Action j DoNotUpdate Error Message Filter Metrics Save Save amp New Cancel 2012 Symphonic Source All Rights Reserved 25 Help for this Page Ww Required information Owner Stephen Harding Bypass Security Vv Person Account Filter W Active v7 Create Tasks for Alerts No Click on the links below to view or edit the potential duplicate records Blocked Duplicates 0 symphonicsource D G Vupevaiciti 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
10. Catcher to take when it identifies a duplicate record that is being updated in the Salesforce org Filter Name Lead Email Address FilterType Lead 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 Bypass Security 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 needed without deleting them 2012 Symphonic Source All Rights Reserved 6 symphonicsource D amp Liu CUG leh de 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
11. Eliank Space a Bypass Security Duplicate Alert C Fitertype Merged Duplicates Related Lists z PE section Converted Duplicates Error Message Last Modified By Owner Active Created By Filter Name Match on Insert A Person Account Fi Blocked Duplicates Create Tasks for Filter Rule Count Match On Update A Potential Duplica FF DupeCatcher Filter Sample DupeCatcher Filter Detail Standard Buttons Custom Buttons Edit Delete Clone Sharing Notice A maximum of 12 filters can be active at one time Blank Space FilterName Sample Filter Name Filtertype Sample FilterType Match on Insert Sample Match on Insert Action Action Match On Update Sample Match On Update Action Action Blank Space Create Tasks for Sample Create Tasks for Alerts Alerts Blank Space Filter Rule Count 1 373 2012 Symphonic Source All Rights Reserved 23 Vupecaici ei Re symphonicsource w Click Save once you have the Person Account Filter checkbox field placed where you want it The checkbox will now appear on the DupeCatcher Filter Edit page DupeCatcher Filter Edit New DupeCatcher Filter Help for this Page W DupeCatcher Filter Edit Save Save amp New Cancel Notice A maximum of 12 filters can be active at one time Information Filter Name Owner Stephen Harding FilterType l Lead X Bypass Security Match on Insert Action o Do Nothing Match On Update
12. Email domains to ignore per line Web Lead on domain based matches one per line Web to Lead Example gmail com Bypass all filters for the following Salesforce usernames one per line Set Immediate Reminder For Tasks Allow Override of Person Account Support Blocked Duplicates 2012 Symphonic Source All Rights Reserved 30 symphonicsource 7 G MCL tlic 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 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 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 appl
13. Jack Sprat Bypass Security E Active Fal Create Tasks for Alerts Yes User Yes Filter Owner OOEAEAaA Sapn 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 2012 Symphonic Source All Rights Reserved 7 Be symphonicsource ws VuUpecaicnei 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 bupe stcher Search All 7 Search Jack Sprat Help amp Training DupeCatcher v by SymphonicSource Home fB e ii E DupeCatcher Duplicate Alerts DupeCatcher Application Settings Lead Email Address Recent Items 3 Recentitems Back to List Installed Package Lead Email Address DupeCatcher Filter Rules 0 DupeCatcher Duplicate Alerts 0 DupeCatcher Logo 55x300 washes ta DupeCatcher Filter Detail Edit Delete Clone DupeCatcher Logo 55x300 white background v Notice A maximum of 12 filters can be active at one time Customize Page Edit Layout Printable View Help for this Page 7 a Recycle Bin v Information Filter Name Lead Em
14. 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 2012 Symphonic Source All Rights Reserved 26 symphonicsource 7 amp Liu taliei 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 maintaining 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 Salesfor
15. Top Always show me W more records per related list 2012 Symphonic Source All Rights Reserved 17 Vupela ee Merge Lead Contact or Account Filters gt symphonicsource 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 Merge 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 Field Merge Result John Smith fip Postal Code Phone otreet Unread By Owner City Correlation Data Status Email Opt Out CorrelationID Owner ID Fax Opt Out Web Source Country Email Do Not Call Company State Province Last Name Title Website First Name Salutation Created By ID System Modstamp Created Date Last Modified By ID Last Modified Da
16. Wupovuatellici 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 7 G Vupevaiciti Table of Contents HU OdUCUON essri E E E 3 About DupeCatcher Filters and RuleS ssccsiuscoacincnasscadediateaeetoedavetacdetusssacigantondaradiesssavaealdarataeinentadsinusesastoaniueens 4 NN FIETS sc ceca ose sac A A EATE A E 5 Grene ROIC orre E IE A E E E E EE E ATA 8 Monog UV AC pen Ei a E EEE 11 Man emne To cer T ee re oer eee ee Cree ee 14 OTIS FONC UIA asserts A E ne Gonans E E ANE E sedenc ieee E N E O E 16 Merge and Convert FUNCOMS cidessauctsenseezsececesecidesicsearanoasatacoraeateantinusent aE EEEE ERETNA EEEE EREE 17 Merge Lead Contact or Account Filters seesssssssssseerrrssrrsssressrrrsrressrresrtrrsstessrersrtesstensrresrresrereserresns 18 Convert Lead to Contact Lead to ACCOUNL cscsesesesescsavssccnsesenaseueravareravacavavescuavavesavaratavavavavesenaerans 19 POR ACCOUN rE E E E E E E ss 21 SU E A E nds orto gates neta eranercnedacesgayteeanon csen seca saenasbiaisens 21 Creating a Person Account Filter esses accutane tlenessecccessen ee tated ters tenscetancniersea tlenriteespetseoracaeeeiaessastuacaiewees 25 DupeCatcher Person Account BEhaViOl cccccssccccssccccesececenececeneceeencee
17. aenceeceueceeeeeesecesseecessueeeeseneeenens 26 Application SELNES ccssadetasanvoasssineainsananadtesaduacsaaiseoaaiadaaainnes aE aa a D 27 Wen Cead SOUNE e E E E E E E E E E 27 Bypass al NW gat Or Usted USET eT T E ee na nee 28 Set Immediate Reminder fOr TaskS cccccccssssssssseeccccecceeeesseecccceeeeaeusesseeccceeessaeueseeeeceeessesaaeaseeeeeeeeeeaaas 28 AOW OVENI O eea E E T E E E 29 PAED OLE NOTE ee e T EEE E E E 29 PERSO ACCOUN UODO oari n E E A E TE A E E E E 30 OS Y e A E A 31 2012 Symphonic Source All Rights Reserved 2 DupeCatcher symphonicsource Introduction DupeCatcher by Symphonic Source is a cloud based Salesforce Deduplication App that is installed directly into a Salesforce org via the AppExchange There is no software to download install or maintain Currently DupeCatcher offers real time identification and blocking of duplicate leads accounts and contacts as they are manually entered into Salesforce Plans for future versions of DupeCatcher include deduplication of mass imports and data cleansing of an entire existing Salesforce database 2012 Symphonic Source All Rights Reserved 3 wr i m oo Be symphonicsource pe pow talich 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 Chamer Leads Accounts Contacts
18. ail Address Owner Jack Sprat Change FilterType Lead Bypass Security Y Match on Insert Action Do Not Insert Active wa Match On Update Action gt Do Not Update Create Tasks for Alerts No Scenario Rule Count 0 Error Message Click on the links below to view or edit the potential duplicate records Created By Jack Sprat 12 1 2010 9 26 AM Last Modified By Jack Sprat 12 1 2010 9 26 AM v Filter Metrics Potential Duplicate Count Blocked Duplicates Duplicate Alert Count Edit Delete Clone DupeCatcher Filter Rules New DupeCatcher Filter Rule DupeCatcher Filter Rules Help No records to display DupeCatcher Duplicate Alerts New DupeCatcher Duplicate Alert DupeCatcher Duplicate Alerts Help No records to display Back To Top Always show me W more records per related list Copyright 2000 2010 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compliance From the Filter Rule Edit page you can select the record fields both standard and custom and methods you want DupeCatcher to check to identify duplicates Your options will vary slightly depending on the type of Filter you ve created in Step 1 Field Select from the standard Salesforce fields or your custom fields You will always have at least one field from a Lead Account or Contact to select Matching Approach Allows you to select the kind and degree of match for which DupeCatcher checks Matchi
19. ain you can limit results by entering domains of common web based email systems Gmail Hotmail Yahoo etc in the Email Domains to Ignore area DupeCatcher will then 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 Be sure to click the Save button after making any changes on the Application Settings tab DupeCatcher Application Settings Edit Ven Lead Sourees jore Ler rei er iene ay am Web Lead WHO to Lae By paws all filters foo the following falewtoroe LE rear ree per ine Set inmediate Searcher Tor Tark Alley mat Cherride of T Person Account Support F Bietked Duplicates 2012 Symphonic Source All Rights Reserved 29 Be symphonicsource w Vupecaicnei Person Account Support DupeCatcher supports deduplication of Person Accounts for Enterprise Edition orgs that have Person Accounts enabled Select the Person Account Support checkbox to enable this function Please see the section of this document specific to Person Accounts for detailed instructions on setting up DupeCatcher to dedupe Person Accounts and for an explanation of how DupeCatcher handles Person Accounts Be sure to click the Save button after making any changes on the Application Settings tab DupeCatcher Application Settings Edit Help for this Page Web Lead Sources one Web
20. ce 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 chart 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 i bupegacner Search Sephen eding Help Training Dupefoicher i pene f Home ODupeCetcher Fillers Oupelaicher Duplicate Aleris DupeCatcher Appication Seinge Y a DupeCatcher Application Settings cave Edit gt Test3 Web Lasd Sources fore Wes p Web Lead Web bo Las Pafii hica Sanne 2012 Symphonic Source All Rights Reserved 27 Vupecaicnei wr 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
21. cher Duplicate Record Alert Action Edit Cls Activity History No records to display 4 Back To Top Q Copyright 2000 2010 salesforce com inc All rights reserved Privacy Statement Search All Search atcher by SymphonicSource Dup DiS eer s DupeCatcher Duplicate Alerts DupeCatcher Application Settings Home preve ential Duplicate Create New v P E T Dupe 18 Recent Items Back to List DupeCatcher Duplicate Alerts Alert 3 Lead Email licate Detail Alert 3 Filter Type Lead Filter Lead Email Duplicate Record _ testattes Contact Record DupeCatcher Potential Du test Duplicate Alert test Lead Phone Number Contact Last Name test SaOCAD000005kKQgHMAU Stest test com Jack Sprat 12 1 2010 1 01 PM Criteria Created By test test Me Me Me im y im Mew test 2012 Symphonic Source All Rights Reserved 13 Last Modified By Duplicate Record Duplicate Type Phone Email c oe DupeCatcher v Jack Sprat Help amp Training Customize Page Edit Layout Printable View Help for this Page 7 DupeCatcher Potential Duplicates 4 Open Activities 1 Activity History 0 Jack Sprat 12 1 2010 1 01 PM DupeCatcher Potential Duplicates Help DupeCatcher Potential Duplicate Created By Jack Sprat 12 1 2010 1 01 PM Jack Sprat 12 1 2010 1 01 PM Jack Sprat 12 1 2010 1 01 PM Jack Sprat 12 1 2010 1 01 PM test test com test te
22. cher Filter is managed meaning that you may only edit certain attributes Display More Information Scenario Layout b Mini Page Layout Mini Console View Video Tutorial Help for this Page 7 Save Quick Save Preview As Y Cancel Undo Redo Fields Q Quick Find Field Name x Buttons Bypass Security Duplicate Alert C FilterType Related Lists E section Converted Duplicates Error Message Last Modified By Active Created By Filter Name Match on Insert A Blocked Duplicates Create Tasks for Filter Rule Count Match On Update A DupeCatcher Filter Sample DupeCatcher Filter Detail Standard Buttons Custom Buttons Edit Delete Clone Sharing Notice A maximum of 12 filters can be active at one time Blank Space Information Filter Name Sample Filter Name FilterType Sample FilterType va Matchon Insert Sample Match on Insert Action i va Action Match On Update Sample Match On Update Action Action Sample User Blank Space Create Tasks for Sample Create Tasks for Alerts Alerts Blank Space Filter Rule Count 1 373 This DupeCatcher Filter is managed meaning that you may only edit certain attributes Display More Information Scenario Layout Y Mini Page Layout Mini Console View Video Tutorial Help for this Page 9 Save Quick Save Preview As Cancel P Undo Redo E Layout Properties Fields Q Quick Find Field Name x Buttons
23. 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 Edit Help for this Page Web Lead Sources one Web Email domains to ignore per line Web Lead on domain based matches one per line Web to Lead Example gmail com Bypass all filters for the following Salesforce usernames one per line Set Immediate Reminder For Tasks Allow Override of Person Account Support W Blocked 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 DupeCatcher Application Settings L Help for this Page Edit z Web Lead Sources one Web Email domains to ignore per line Web Lead on domain based Web to Lead matches one per line Example gmail com Bypass all filters for the foll
24. ed Date 12 1 2010 Copyright 2000 2010 salesforce com inc All rights reserved Privacy Statement Security Statement Terms of Use 508 Compliance y pM RA hs Ms AR SSSA LSLS SMH NS 2012 Symphonic Source All Rights Reserved 12 DupeCatcher ba trrpiera kere gt symphonicsource 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 Search All Search atcher by SymphonicSource Dup Home DupeCatcher Filters PHO e wi ra eco DupeCatcher Application Settings Create New v f a Alert 3 Recent Item gt Back to List DupeCatcher Duplicate Alerts Alert 3 Lead Email test Duplicate Alert Delete Merge or Convert Duplicates DupeCatcher Duplicate Alert Detail test Lead Phone Number Contact Last Name test Alert 3 Lead Email Lead Duplicate detected on inse Alert Number Filter Filter Type Triggering Action test test Me Me Me n y mo Mee amp Delete Merge or Convert Duplicates test DupeCatcher Potential Duplicates DupeCatcher Potential Duplicate Duplicate Number Dupe 18 Dupe 19 Dupe 20 Dupe 21 Action Edit Del Edit Del Edit Del Edit Del Recycle Bin Lead Lead Lead Lead test attest test attest test attest test attest Open Activities Subject DupeCat
25. ghts Reserved Seamstress 1234 Old Glory Way Flag Makers USA false 54638 Betsy Jack Sprat false test test com false Ms Stars and Stripes VA Jack Sprat 2011 01 12 22 27 33 2011 01 12 22 27 33 2011 01 12 22 27 33 Jack Sprat 19 Fed John Sat Clead Select A Zip Postal Code Phone Street Unread By Owner City Correlation Data Status Email Opt Out CorrelationID Owner ID Fax Opt Out Web Source Country Email Do Not Call Company State Province Last Name Title Website First Name Salutation Created By ID System Modstamp Created Date 75234 987 654 3211 1234 Main St false Any Town none Open false none Jack Sprat false none US test test com false Test Company TX Smith President www test com John Mr Jack Sprat 2011 01 12 20 26 34 2011 01 12 17 18 53 87324 879 645 3211 1234 Main St false Any Town none Open false none Jack Sprat false none test test com false Test Company AL Donut www testcompany com Jane Ms Jack Sprat 2011 01 12 22 29 16 2011 01 12 22 29 15 Rm symphonicsource wr X VUpeLa telic 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
26. gle AdWords Salesforce for Google AdWords DupeCatcher DupeCatcher Salesforce for Google AdWords Salesforce for Google AdWords Salesforce for Google AdWords v NEA X RI RT RT R NR XN NS S S Deployed Description A Google Ad Group is a collection of Text Ads and Keywords RequiredFieldSupport Google AdWords Campaigns are high level marketing initiatives Keywords are the terms purchased in Google AdWords This object is for administrative purposes only and records the current version of the Salesforce for Google AdWords application Do not edit this object Search Phrases are the search terms or phrases the user types into a search box Text Ads are the advertising copy that displays on the search results page Once on the DupeCatcher Filter custom object page scroll down to the Page Layouts section usually about 2 3 of the way down and click Edit next to Scenario Layout Action Edit Del Scenario Layout DupeCatcher 2012 Symphonic Source All Rights Reserved Page Layout Assignment Created By Stephen Harding 5 5 2011 9 44 AM 22 Page Layouts Help Modified By Stephen Harding 5 5 2011 10 43 AM Du pec atcher symphonicsource You will see the Person Account Filter checkbox field as an option in the upper section of the layout edit page Click and drag the checkbox field and place it on layout of the Filter Detail page HH This DupeCat
27. her v1 70 and higher supports deduplication of Salesforce Person Accounts The following instructions describe how to setup and enable DupeCatcher support for Person Accounts in your Salesforce org 1 The Person Account Filter check box must be manually added to DupeCatcher Filter edit page DupeCatcher Filter Edit Help for this Page New DupeCatcher Filter DupeCatcher Filter Edit Save Save amp New Cancel Notice A maximum of 12 filters can be active at one time Required Information Information Filter Name Owner Stephen Harding FilterType Lead a Bypass Security Match on Insert Action o Do Nothing Person Account Filter mr Match On Update Action Do Nothing Active Create Tasks for Alerts l No Error Message Click on the links below to view or edit the potential duplicate records Filter Metrics Blocked Duplicates 0 Save Save amp New Cancel 2012 Symphonic Source All Rights Reserved 21 J DupeCaichei bs herphers ere gt symphonicsource This task is easily done via the Salesforce Setup page Your Login Name gt Setup gt Create gt Objects Search for the DupeCatcher Filter object on the Custom Object page and click the hyperlinked object name Home DupeCatcher Filters DupeCatcher Duplicate Alerts DupeCatcher Application Settings Custom Objects Personal Setup gt My Personal Information gt Email gt Import Desktop Integra
28. icner 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 Jack Sprat Help amp Training DupeCatcher v Search All Search Dup atcher by SymphonicSource Home DupeCatcher Filters f tt s gt 2 bys re DupeCatcher Application Settings Create New All New DupeCatcher Duplicate Alert Create New View Edit Delete Refresh local Reuse A Bic D E FI G H I s K L m n ol Pla R s tlu Vv w x y Z Other Am test j test Lead Phone Number Contact Last Name Last Modified By Jack Sprat 12 1 2010 1 01 PM Jack Sprat 12 1 2010 1 04 PM Jack Sprat 12 1 2010 1 06 PM Filter Type Triggering Action Lead Contact Lead Action Alert Number Filter Edit Delle Edit Del Alert4 Edit Del Alert 5 Lead Email Duplicate detected on insert Contact Last Name Lead Phone Number Duplicate detected on insert Duplicate detected on insert Help amp Training DupeCatcher v Jack Sprat v Search All Search atcher by SymphonicSource Dup Home DupeCatcher Filters DupeCatcher Duplicate Alerts DupeCatcher Application Settings Create New v g Recent Items Lead Email DupeCatcher Filter Lead Email Customize Page Edit Layout Printable View Help for this Page 7 Back
29. ights reserved Privacy Statement Security Statement Terms of Use 508 Compliance 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 2012 Symphonic Source All Rights Reserved 9 symphonicsource 7 G Vupevaiciti 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 subsequent 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 2012 Symphonic Source All Rights Reserved 10 ee ee i symphonicsource CW belies 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 Lead Edit Help for this Page 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 value of the Lead Email field
30. ill be removed 2012 Symphonic Source All Rights Reserved 18 gt l symphonicsource 2 VUpecaicnei Convert Lead to Contact Lead to Account When Converting a Lead to a Contact and or 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 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 Leads to Then select the Lead records that you would like to convert Press the Next button when done Contacts Business Phone Last Name Mailing Country Mobile Phone Title Mailing Street Account ID Business Fax Email Opt Out Mailing Zip Postal Code First Name Owner ID Fax Opt Out Email Do Not Call Salutation Mailing City Mailing State Province Created By ID Last Modified Date System Modstamp Created Date Last Modified By ID 321 654 9877 Doe US 654 987 3211 President 1234 Main St Test Company 555 555 5555 false 75234 Jane Jack Sprat false test test com false Ms Any Town TX Jack Sprat 2011 01 12 20 51 24 2011 01 12 20 51 24 2011 01 12 20 51 09 Jack Sprat 2012 Symphonic Source All Ri
31. ng Approach options include Exact First N Letters Numbers Domain etc and will vary based on the fields you ve selected 2012 Symphonic Source All Rights Reserved 8 symphonicsource Dupe cl tcne i E 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 Dupe icher Search All 7 Jack Sprat Help amp Training DupeCatcher v by SymphonicSource Home H e i i DupeCatcher Duplicate Alerts DupeCatcher Application Settings Help for this Page DupeCatcher Filter Rule Edit Lead Email test Filter Lead Email Filter Type gt Lead test test Information DupeCatcher Filter Rule Edit Save Cancel test Lead Field Match Blanks Matching Approach Y Recycle Bin Save Cancel 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 Dupe aicher Jack Sprat Help amp Training DupeCatcher v by SymphonicSource Home fH e e o55 55 DupeCatcher Duplicate Alerts DupeCatcher Application Settings Create New v DupeCatcher Filter Lead Email
32. othing 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 2012 Symphonic Source All Rights Reserved 32
33. owing Salesforce usernames one per line Set Immediate im Reminder For Tasks Allow Override of I Person Account Support E Blocked Duplicates 2012 Symphonic Source All Rights Reserved 28 ba symphonic n Be symphonicsource Lupetta taliei 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 pe pp g Save Help for this Page Edit Web Lead Sources one Web Email domains to ignore per line N on domain based Web Lead matches one per line Web to Lead a Example gmail com Bypass all filters for the following Salesforce usernames one per line Set Immediate Reminder For Tasks Allow Override of Vv Person Account Support N Blocked Duplicates Save Email Domains to Ignore For DupeCatcher Filter Rules that match on email dom
34. peCatcher Duplicate Alert Alert 3 Customize Page Edit Layout Printable View Help for this Page S Back to List DupeCatcher Duplicate Alerts DupeCatcher Potential Duplicates 4 Open Activities 1 Activity History 0 DupeCatcher Duplicate Alert Detail Delete AlertNumber Aler 3 Filter Conver Test Filter Type Lead to Contact Triggering Action Duplicate detected on insert Created By Jack Sprat 1 12 2011 2 29 PM Last Modified By Jack Sprat 1 12 2011 2 29 PM Delete Merge or Convert Duplicates DupeCatcher Potential Duplicates DupeCatcher Potential Duplicates Help Action DupeCatcher Potential Duplicate Duplicate Number Duplicate Record Duplicate Type DupeCatcher Potential Duplicate Created By Jane Doe at Test Company Betsy Ross at Flag 444 444 f i prat Edit Del Dupe 11 Makers USA Contact 14 test test com Jack Sprat 1 12 2011 2 29 PM Edit Del Dupe 10 Contact 7 test test com Jack Sprat 1 12 2011 2 29 PM John Smith at Test 987 654 Edit Del Dupe 12 aS Lead Jane Donut at Test _ Zae PUNE dt ies f a Edit Del Dupe 13 Conia Lead 1 test test com Jack Sprat 1 12 2011 2 29 PM test test com Jack Sprat 1 12 2011 2 29 PM Open Activities Open Activities Help Action Subject Task Due Date Status Priority Assigned To Edit Cis DupeCatcher Duplicate Record Alert va Not Started Normal Jack Sprat Activity History Activity History Help No records to display A Back To
35. rd Alert 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 Priority Normal v System Information Created By Jack Sprat 12 1 2010 1 01 PM Last Modified By Jack Sprat 12 1 2010 1 01 PM Reminder Reminder Edit Delete Create Follow Up Task Create Follow Up Event 2012 Symphonic Source All Rights Reserved 15 Rm symphonicsource wr Dupetvaliliici 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 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 Dupe Gicher Search All 7 Search Jack Sprat
36. st com test test com test test com Open Activities Help Assigned To Jack Sprat Priority Normal Status Not Started Activity History Help Always show me W more records per related list 508 Compliance Help amp Training DupeCatcher v Jack Sprat v Edit Layout Printable View Help for this Page W Duplicate Type gt Lead Phone Email test test com Last Modified By Jack Sprat 12 1 2010 1 01 PM DupeCatcher gt symphonicsource 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 P ree salesfo Pr Jack Sprat Heip amp Training Bales utils Chatter Leads Accounts Contacts Opportunities Reports Dashboards Documents Products Forecasts Jack Spat Wednesday December 1 2010 Recent Items Hide ChatterNew test amp test Lead Phone Number ContactLast Name amp test test Jack Sprat created this lead x test Today at 1 06 PM Comment Unfollow Lead Email What are you working on Attach bg File Link test 3 test Jack Sprat created this contact Today at 1 05PM Comment Unfollow test
37. te Last Transfer Date 324 789 3214 1234 Main St false Any Town none Open false none Jack Sprat false none US test test com false Test Company UT Smith President www testcom John Mr Jack Sprat 2011 01 12 20 26 34 2011 01 12 17 18 53 Jack Sprat 2011 01 12 20 26 34 2011 01 12 17 18 53 John Smith O 987 654 3211 1234 Main St false Any Town none Open false none Jack Sprat false none us test test com false Test Company m Smith President www test com John Mr Jack Sprat 2011 01 12 20 26 34 2011 01 12 17 18 53 Jack Sprat 2011 01 12 20 26 34 2011 01 12 17 18 53 Jonathan Smith 654 987 3211 1234 Elm St Ofalse Any Town none Open Ofalse none Jack Sprat false none Otest testcom Ofalse Test Company OAL smith President www testcompany com Jonathan Or Jack Sprat 2011 01 12 22 42 58 2011 01 12 2242 58 Jack Sprat 2011 01 12 22 42 58 2011 01 12 22 42 58 Johnny Smith 32875 324 789 3214 01234 Main St Ofalse Any Town Onone open false Onone Jack Sprat false none Otest testcom Ofalse Test Company Smith O Pres Owww testcom Johnny Mr Jack Sprat 2011 01 12 22 44 30 2011 01 12 22 44 30 OuJack Sprat 2011 01 12 22 44 30 2011 01 12 22 44 30 In the case of Merge once the records have been merged the referring alert and task w
38. ters Hew Qunemoher Lone Siati eins Dacor und r No recent records Click Go oe iladi a view bom Pre droped lo daplay records E pecycte tin 2012 Symphonic Source All Rights Reserved 4 el a i symphonicsource CL belie 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 TM Dupe stcher Search All 7 Search Jack Sprat Help amp Training DupeCatcher v by SymphonicSource itis nn Options DupeCatcher Filters DupeCatcher Duplicate Alerts DupeCatcher Application Settings Create New v DupeCatcher Filters Help for this Page Home Recent Items N View All Go Edit Create New View No records to display Recent DupeCatcher Filters new Recently Viewed v A Recycle Bin No recent records Click Go or select a view from the dropdown to display records 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 f TM Dupe Gicher Search All 7 Search Jack Sprat Help amp Training DupeCatcher v by SymphonicSource Home B e ilii DupeCatcher Duplicate Alerts DupeCatcher Application Settings DupeCatcher Filter Edit Help for this Page 7 New DupeCatcher Filter DupeCatcher Filter Edit Save
39. that you entered is similar to the Email field of the Leads listed below Click on the links below to view or edit the potential duplicate records Potential duplicate Lead record test Potential duplicate Lead record test Potential duplicate Lead record test Lead Information Required Information Lead Owner Jack Sprat Lead Status i Open FirstName _None v Phone Last Name test Email test test com Company test Rating None v Title 2 Block a duplicate record from being created and display a table with a hyperlinked list of matched records See below e DupeCatcher Potential Duplicate Warning 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 value ofthe Email field ofthe record that you created is similar to the value of the Email field of the Leads listed below Click on the links below to view or edit the potential duplicate records Potential Duplicate Lead Records Action Name Company Email Postal Code Owner Created By Created Date View Edit test test test test com Tue Nov 30 17 30 21 GMT 2010 View Edit test test test test com Tue Nov 30 17 33 41 GMT 2010 View Edit test test test testcom Tue Nov 30 17 34 52 GMT 2010 2012 Symphonic Source All Rights Reserved 11 gt symphonicsource DupeCa
40. tion gt My Chatter Settings App Setup Custom Labels Objects Packages Report Types View Installed Packages Critical Updates Administration Setup Manage Users Company Profile Security Controls Communication Templates Translation Workbench Data Management Monitoring Mobile Administration Desktop Administration Help for this Page Ww Custom objects are database tables that allow you to store data specific to your organization in salesforce com You can use custom objects to extend salesforce com functionality or to build new application functionality Once you have created a custom object you can create a custom tab custom related lists reports and dashboards for users to interact with the custom object data You can also access custom object data through the Force com API Action Label Edit g Ad Group dit DupeCatcher Duplicate E Edit p DupeCatcher Filter 4 DupeCatcher Filter Rule 4 DupeCatcher Potential Duplicate DupeCatcher Required Field Support Edit Edit Edit g Edit Google Campaign Edit Keyword Obsolete DupeCatcher Setting Edit Override Cache Edit Edit SFGA Version Edit Search Phrase Edit Text Ad New Custom Object Installed Package Salesforce for Google AdWords Master Object DupeCatcher DupeCatcher Filter DupeCatcher DupeCatcher DupeCatcher Filter DupeCatcher Filter DupeCatcher DupeCatcher Duplicate Alert DupeCatcher Salesforce for Goo
41. to List DupeCatcher Duplicate Alerts DupeCatcher Filter Rules 1 DupeCatcher Duplicate Alerts 1 Edit Delete Clone v Notice A maximum of 12 filters can be active at one time test test Lead Phone Number Contact Last Name DupeCatcher Filter Detail v Information Filter Name x j j x x x FilterType Match on Insert Action Match On Update Action a g Error Message Created By v Filter Metrics Potential Duplicate Count Duplicate Alert Count DupeCatcher Filter Rules Rule Number Rule 2 Action Edit Del DupeCatcher Duplicate Alerts Action Alert Number Edit vei Gent A Back To Top Lead Email Owner Lead Report Duplicate Do Not Update Bypass Security Active Create Tasks for Alerts Scenario Rule Count Click on the links below to view or edit the potential duplicate records Jack Sprat 12 1 2010 12 36 PM Last Modified By Blocked Duplicates Edit Delete Clone New DupeCatcher Filter Rule Matching Technique Exact New DupeCatcher Duplicate Alert Triggering Action Duplicate detected on insert Filter Type Last Modified By Lead Always show me W more records per related list Jack Sprat 12 1 2010 1 01 PM Jack Sprat Change va v Yes User Jack Sprat 12 1 2010 1 01 PM DupeCatcher Filter Rules Help First N Letters Match Blanks 0 DupeCatcher Duplicate Alerts Help Last Modifi
42. y when an existing lead record is being converted to an account and contact 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 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 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 2012 Symphonic Source All Rights Reserved 31 symphonicsource 7 G Vupevaiciti 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 N

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