Hello,
I'm looking for a custom solution to identify duplicate records across Contacts and Leads in my organization. Although duplicate rules can match across objects, a duplicate job will only run for the object defined in the matching rule. I understand there are paid options to accomplish this at scale, but I'm curious if anyone has successfully implemented a custom solution to accomplish this. At this stage, I'm simply looking to identify the number of duplicates I have across both objects. Any help or guidance is much appreciated.
Thank you,
Will
Hi Will,
The other answers show how to use very simple fuzzy matching rules, which work on many cases but are notorious for false positives and false negatives.
Since you ask if anyone has implemented a custom solution to this - I have! I have been working to find a way to use LLMs to do deduping, but very cheaply. It's at
everyrow.io/dedupe. It's free up to a few hundred rows to try it out.
On of my coworkers wrote up a case study on salesforce contacts specifically that we dealt with, which looks a lot like your problem, which is how I found your post. Maybe you'd find it helpful.
https://futuresearch.ai/researcher-dedupe-case-study/.
Good luck,
-Dan
