Deduplicate Across Salesforce Leads and Contacts

Deduplicate leads and contacts

 

Deduplicating leads and contacts as one is not possible using native Salesforce features.

But there are many situations where companies may not want there to be duplicate leads and contacts to avoid contacting them multiple times or missing valuable context in the communications that you do have.

Insycle allows you to deduplicate across Salesforce leads and contacts simply.

How It Works

Deduplicating Salesforce leads and contacts together is easy with Insycle.

By clicking a checkbox option, Insycle allows you to identify and merge Salesforce leads together.

find duplicates

Overview

First, you filter your data down to the leads that you would like to deduplicate, using rules. Then, you tell Insycle to link the records. To include both leads and contacts, all you have to do is check a checkbox.

To begin, follow the standard deduplication procedures. In Step 1, select "Include Leads."

To learn more, see Bulk Merge Duplicate People, Companies.

Step 1: Include Leads

With the Merge Duplicates module, you can deduplicate across both Leads and Contacts in Salesforce.

Open the Merge Duplicates module, and pick the "Contacts" record type.

contacts

Then, in Step 1, select the "Include Leads" checkbox.

find duplicates

With that box checked, Insycle will match duplicate leads and contacts, and allow you to merge both down into one singular record.

Preview Changes Before They Go Live

You can preview the changes that you are making to your data before those changes are pushed to your live database. When you run select modules in Insycle, you have the option of choosing between Preview Mode and Update Mode once you click the button.

Automation

You can set up ongoing data maintenance automation with Insycle on the module level, or using Recipes.

Audit Trail and History

The Activity Tracker lets you review all changes made through Insycle. At any time you can download a CSV report of the operation and records affected.

Additional Resources

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Additional Resources