topic Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker? in DemandTools

DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

bhare1357 — Mon, 01 Apr 2024 18:16:06 GMT

Hi all - just trying to find a breakdown of what DupeBlocker can do as compared to standard Salesforce duplicate rules? I have been looking around and had no luck - any help appreciated as always - thanks!

Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

AnthonyValidity — Mon, 01 Apr 2024 20:40:26 GMT

Hi @bhare1357 ,

Let me know if you have any follow up questions.

Salesforce standard duplicate rules are a great starting point for any organization trying to manage their duplicates. However, as a Salesforce org grows, so does the complexity of its data, and therefore, organizations start to encounter limitations in the standard Salesforce duplicate rules, such as:

Maximum of 5 duplicate rules per object
Maximum of 3 matching rules per duplicate rule
Maximum of 25 total matching rules active at once
Maximum of 1 lookup relationship field per matching rule
Only 2 variations of matching methods allowed:
- Exact
- Fuzzy logic - dependent on field type
Inability to auto-merge records
Inability to merge custom object records (idea that has not been updated for over 5 years)

As organizations start to encounter these limitations and seek more in-depth matching options and extensive on-insert and update actions, they turn to solutions such as DupeBlocker, which comes for free as part of any DemandTools V or DemandTools Elements subscription. DupeBlocker goes far beyond Salesforce duplicate rules with key highlights such as:

No limit on scenarios active per object
Up to 40 scenario rules per object active at a time
No limitation on the number of lookup fields referenced in a scenario rule
On-insert actions:
- Block
- Redirect to existing record and open the record in edit with the inputted data
- Report duplicate as a warning
- Do nothing
- Auto-convert leads
- Auto-merge record
- Reference custom Apex or Visualforce pages
On-update actions:
- Block update
- Report duplicate as a warning
- Do nothing
- Reference custom Apex or Visualforce pages
Over 18 different matching type options
Ability to merge custom objects through the DupeBlocker UI
Ability to customize auto-merge settings
Ability to integrate with DemandTools V
Deduplicate off DupeBlocker warnings
Share dedupe scenario to DupeBlocker
Ability to handle web-to-lead duplicates

Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

bhare1357 — Tue, 02 Apr 2024 16:02:06 GMT

Thanks so much - this was extremely helpful!

Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

VivekS — Thu, 04 Apr 2024 18:48:31 GMT

Hi Anthony - Is there a way to use cross-field match in "Fields To Compare" in the Match Records step of DupeBlocker? It is available in Dedupe but looks available for DupeBlocker. Appreciate your help in figuring this out!

Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

Chandana — Tue, 18 Mar 2025 15:22:22 GMT

Hi Anthony , Can I have the scenario setup like below

Match on Insert Action --> Do Not Insert

Match on Update Action --> Do Nothing

Thanks,

Chandana

Re: DupeBlocker - is there a good comparison between Salesforce duplicate rules and DupeBlocker?

AnthonyValidity — Tue, 18 Mar 2025 17:57:53 GMT

Hi @Chandana ,

Absolutely - that's what I would recommend if you're also using DemandTools 5.x's Dedupe module.

Here's a screenshot of a scenario: