Salesforce

Salesforce merges up to three records at a time. See how to merge more than 3 records: rounds into one master, API scripts or tools that merge whole sets.

Salesforce merges up to three accounts at a time. See how duplicate accounts form, what a merged account keeps and how to choose the principal account.

Contractors and sole proprietors switch between personal and work email, and Salesforce treats each address as a different person.

Salesforce data governance sets standards, owners and duplicate rules for your org. Use this six-area framework, roles table and policy template.

A staged plan for an org you did not build: see what you inherited, surface the obvious duplicates, set match logic that fits it, then make it repeatable.

When Auto Merge fits Salesforce, what to have in place first, and how to set match options and filters so it runs without you checking every set.

Set up Dedupely and run your first Salesforce merge in 45 minutes, from connect to Merge History.

Native Salesforce merges go one pair at a time. Bulk merge clears hundreds of matched sets in a single click, with the same review step before it runs.

Find all your Salesforce duplicates, even the hidden ones, with Dedupely's Domain Root match.

What a Dedupely merge does in Salesforce: the record ID, the Recycle Bin, related records, triggers and Flows, account hierarchies and Sandbox testing.

Salesforce duplicate rules alert or block but never merge. Manual merges take 3 records at a time, and Duplicate Jobs need Performance or Unlimited.