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Topics#Sales And MarketingFrage von Launa Saunders
Launa Saunders (Open to work) fragte in #Sales And Marketing
29. Juni 2011, 22:16

What are the best filters for Dupecatcher?

We just installed Dupecatcher and I wondered what filters and rules other orgs use with their instance of Dupecatcher since it doesn't come with standard criteria. Basics such as name being exact are obvous, however, I want to get a little more granular to make sure I catch the "fuzzy" dupes, but not so granular that catching the dupes becomes overbearing (catching everything).

 

Any users of the Dupecatcher product care to share the filters that they use?
10 Antworten
  1. Stephen Harding (Cloudingo)
    11. Jan. 2012, 14:57
    Hi Cliodhnae:

     

    Thanks for your comment.  I want to add a bit more detail to my previous response.

     

    DupeCatcher can block manual inserts/updates based on your settings.  It can ALSO block auto-inserts (from web-to-lead and other sources), but there are some caveats when in comes to blocking auto-inserts.

     

    First, most organization do not want auto-inserts blocked outright because sometimes auto-inserts come with new/updated information and/or new opportunities.  When blocking an auto-insert, there is no human being who can review the data, unlike when DupeCatcher blocks a manual insert.

     

    Second, with web-to-lead, Salesforce has a safety mechanism--if the record insert is blocked, Salesforce often sends a follow email alerting the admin that an auto-insert was blocked.  (This feature does not usually apply to other systems that automatically create records in the org.)

     

    Because of these matters, we designed DupeCatcher to optionally alert, rather than block, auot-inserts. 

     

    I do not know how DupeCatcher will work with your specific systems.  But since the app is free and since it doesn't put your org or your data at risk, it might be worth some testing.  Glad to help you out with this matter if you're interested.

     

    Best,

     

    Steve
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