Salesforce integration guide

How to Integrate Dedupely with Salesforce

Integrating Dedupely with Salesforce helps you maintain clean, accurate data by identifying and merging duplicates efficiently. This guide walks you through the setup process and offers tips for optimal use.

Step 1: Log in to Dedupely

1. Visit dedupe.ly and log in to your Dedupely account.
2. If you don’t have an account yet, check out our guide on How to Create an Account to get started.

Step 2: Connect Salesforce to Dedupely

1. If you haven’t connected a CRM yet, Dedupely will automatically prompt you to connect one. Select Salesforce from the available CRM options and follow the steps to grant permissions.
2. If you’ve already connected a CRM and want to add another one: Open the CRM list in the left menu, click "+ Add New CRM or CSV", and select Salesforce to add another Salesforce account.
3. Dedupely will redirect you to Salesforce’s login page. Log in with your Salesforce credentials and grant Dedupely access to your data.

Step 3: Configure sync settings

1. Choose the objects you’d like Dedupely to sync: Leads Contacts Accounts
2. Dedupely syncs entire objects (e.g., all Leads). Partial syncing is not available.

1. Start the initial sync. Depending on the size of your Salesforce database, this may take several minutes.

Step 4: Run your first deduplication scan

1. After the sync is complete, navigate to Duplicate Searches in Dedupely.
2. Create a new deduplication search: Select the object (e.g., Leads) and fields to match (e.g., email, name, phone). Use default settings for a quick start or customize the search as needed.
3. Click Run Search to identify duplicates in your Salesforce database.

Step 5: Merge duplicates

1. Once duplicates are identified, you can merge them using Dedupely: Manual Merge: Review and merge duplicates one by one for precision. Bulk Merge: Select multiple duplicates and merge them in bulk to save time. Automated Merge: Set up automation rules for continuous deduplication without manual intervention.

Step 6: Ongoing maintenance

• Schedule regular deduplication scans to keep your Salesforce database clean.
• Leverage advanced features like custom deduplication rules for more refined results.

Troubleshooting Salesforce integration issues

If you encounter any issues during the integration process:

• Verify that you’ve granted Dedupely the correct permissions in Salesforce.
• Check Salesforce API usage limits, as exceeding them may impact syncs.
• Restart the sync if data isn’t appearing correctly in Dedupely.

For additional support, reach out to our team via chat or book a Zoom session. Zoom with Support.

Next steps

Congratulations! Your Dedupely and Salesforce integration is now live. Start running deduplication scans to optimize your CRM data. For more information, explore our Quick Setup Guide or Salesforce Best Practices

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Happy deduplicating! 🎉

We built a two-way, simultaneous integration on multiple CRM's and Excel/CSV. That means that when you merge two duplicates in Dedupely they will instantly merge in your Salesforce. No need to download or upload anything from or to your salesforce.

First sync with Dedupely

When you sign up with Dedupely you are asked to connect with your Salesforce using your Salesforce login credentials. Once the connection is established we will automatically start syncing your data.

How long does it take to sync?

Dedupely is very fast. Most syncs take between 5 and 20 minutes, but it depends on your Salesforce and how many records you are syncing with us. If you are syncing more than 300k records with us, please allow for 30 minutes for every 100k records.

Estimated sync time

• 0-50k records: 2-15 minutes
• 50-300k records: 15-90 minutes
• 300-600k records: 1-3 hours
• 600k-1M records: 3-10 hours
• 1M+ records: around 10-12 hours

Why does Dedupely need to sync my data?

To apply our match and merge engine our algorithm needs access to your records. Once the sync is ready you will be able to match and merge your duplicates.

What about data security?

We take privacy and security seriously. Have a look at our security documents for a better understanding of our privacy and security, or contact us if you have any questions.

Can I choose which records to sync?

The first sync we will sync all of your records to make sure we get all objects, fields and columns (contacts, companies, deals, etc.). You can turn record types off later in CRM Settings.

We will always sync all the records in a particular record type.

Can I connect a sandbox environment in Dedupely?

We currently don't have the capabilities to connect sandbox environments. To ease any concerns - Dedupely will never merge any data without you instructing it. Syncing your Salesforce with us does not trigger any type of merge. Once your data is synced you can match duplicates freely. Merges only happen when you select matches and click Merge, or turn on Auto Merge.