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

[bhare1357]

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!

[AnthonyValidity · Accepted solution]

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

[bhare1357]

Thanks so much - this was extremely helpful!

[VivekS]

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!

[Chandana]

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

[AnthonyValidity]

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: