# Salesforce integration guide — Dedupely Knowledge Base > A step-by-step guide to integrate Dedupely with Salesforce, run your first deduplication, and keep your CRM data accurate with ongoing sync and merge options. - URL: https://dedupe.ly/knowledge-base/salesforce-integration-guide - Section: knowledge-base - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- ## 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 - Visit **[dedupe.ly](https://dedupe.ly/)** and log in to your Dedupely account. - If you don’t have an account yet, check out our guide on **[How to Create an Account](https://dedupe.ly/knowledge-base/create-an-account)** to get started. ### Step 2: Connect Salesforce to Dedupely - 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. - 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. - Dedupely will redirect you to Salesforce’s login page. Log in with your Salesforce credentials and grant Dedupely access to your data. *Tip*: If you manage multiple Salesforce instances for clients, explore our **[Affiliate Program](https://affiliates.dedupe.ly/)** or **[Partner Program](https://dedupe.ly/become-a-partner)** to unlock additional benefits. ### Step 3: Configure sync settings - Choose the objects you’d like Dedupely to sync: **Leads** **Contacts** **Accounts** - Dedupely syncs entire objects (e.g., all Leads). Partial syncing is not available. *Side Note*: Dedupely charges based on the total number of records synced. For pricing details, visit our **[Pricing](https://dedupe.ly/pricing)** page. - Start the initial sync. Depending on the size of your Salesforce database, this may take several minutes. *Tip*: For more detailed instructions on syncing objects, see our guide: **Syncing Records with Dedupely**. ### Step 4: Run your first deduplication scan - After the sync is complete, navigate to Duplicate Searches in Dedupely. - 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. - Click **Run Search** to identify duplicates in your Salesforce database. *Note*: For detailed guidance on setting up and interpreting deduplication scans, visit **[Finding Duplicates](https://dedupe.ly/knowledge-base/find-duplicates)**[.](https://dedupe.ly/knowledge-base/find-duplicates) ### Step 5: Merge duplicates - 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. *Note*: All merging happens natively within Salesforce. For more details on Salesforce’s merging process, visit the Salesforce Knowledge Base: [Salesforce Merging Guide.](https://help.salesforce.com/s/articleView?id=sales.account_merge.htm&type=5) ### 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](https://meetings.dedupe.ly/meetings/gaby-salinas/kb-zoom-scheduler)**. ### 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](https://dedupe.ly/knowledge-base)****[Setup](https://dedupe.ly/knowledge-base)****[Guide](https://dedupe.ly/knowledge-base)** or **[Salesforce Best Practices](https://dedupe.ly/knowledge-base)** [.](https://app.clickup.com/9014053503/v/dc/8cmf2kz-4254/8cmf2kz-20834) 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. See the CRMs we support Merging records from a file instead? See the CSV guide ### 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. *It's free to try. [Sign up to Dedupely](https://v2.app.dedupe.ly/signup)* ### 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](https://dedupe.ly/security) 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. ### Still stuck? - Need help? [Talk to support](https://dedupe.ly/contact) - Questions about plans? [Book a Zoom with sales](https://meetings.dedupe.ly/meetings/hampus-isaksson/dedupely-zoom-schedule) - Reading this with a model? [Read this page as Markdown](https://dedupe.ly/knowledge-base/salesforce-integration-guide.md) - Feeding it the whole site? [Read llms.txt](https://dedupe.ly/llms.txt) ### Get started for free 20 free trial merges and as much free support as you need to get your duplicates under control. [Talk to sales](https://meetings.dedupe.ly/meetings/hampus-isaksson/dedupely-zoom-schedule)[Try for free](https://v2.app.dedupe.ly/signup) [Or sign up with Google](https://v2.app.dedupe.ly/signup/google) Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner) Skip to content