Category Archives: salesforce certified developer

Top Deduplication Apps on Salesforce AppExchange

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Salesforce.com has been the number one CRM platform for some time now and its accomplishments as a CRM solution can be described as none less than top of the line. But there are some common issues that all the CRM systems face and which is prevalent in Salesforce as well. Managing Data duplicity is one such big issue.

In this article, we’ll be giving you some insight in some of the top duplicate management apps available on Salesforce AppExchange, which can help you with your dedupe apps hunt for your company. The following five apps have been selected based on their user adoption profiles on Salesforce AppExchange.

 

Out of the box Salesforce Dedupe solution

Every Salesforce org. has this out of the box deduplication solution. Though this one has many limitations and is not a very smart solution, but specific and simple deduplication tasks can be easily done here and that too free. That’s why we gave it the top position in our list.

Key Features:

    • Search up-to 50 records and merge 3 records at a time on Lead, Account and Contact based on the name field.
    • Ability to do a fuzzy search.

Pricing:

Its free. Comes stacked with your Salesforce Org.

 

Cloudingo

Within the salesforce duplicate management apps purview, this app has the most number of customer reviews (216) on AppExchange. This app by Symphonic Source, backs an average rating of 4.8 out of 5 and comes second on our list of the dedupe apps.

Key Features:

    • Merge & convert from a simple dashboard view
    • Auto-Merge, mass merge, or manually merge dupes without losing any important data
    • Mass update & mass delete records
    • Geocode, validate & standardize addresses
    • Cleanse import files before data reaches Salesforce
    • Prebuilt filters or easily create your own to make Cloudingo work for you
    • Drag-and Drop UI
    • Audit trails to track data changes
    • Enterprise API (in/out)
    • Works with standard & custom objects

Pricing:

    • Basic: $1,096/year/per Salesforce Org
    • Standard: $2,146/year/per Salesforce Org
    • Custom: Data quality services & customization starting @ $10000

Discounted for Non-Profits.

 

Duplicate Check for Salesforce

This app by Plauti B.V. has 100 user reviews on AppExchange. Backing an average rating of 4.2 out of 5, this app comes on the third place on our list.

Key Features:

    • Fuzzy Matching finds duplicates caused by misspellings, typos and different formatting
    • Mass Deduplication will find all duplicates, presenting it in a clear report which allows you to merge manually or automatically later.
    • The application is highly customizable and can be configured to fit the exact needs of your particular database.
    • A ‘Duplicate Check Job’ will analyze and dedupe your entire database by your preferences.
    • 100% native force.com – no data transfer is needed in order to find and remove duplicates.
    • ‘Auto Merge’ automatically merges duplicates, possibly saving hours of your time.
    • ‘Duplicate Prevention’ will prevent you and your colleagues from entering duplicates.
    • Both standard objects as well as custom objects can be deduped.

Pricing:

    • Free up to 5000 records + Additional 5000 after sign up
    • Advanced – $ 99 /year
    • Premium – $ 1,499 /year

 

Complete Data Quality Suite

This app by RingLead, with 96 user reviews on AppExchange and backing an average rating of 4.8 out of 5, secures the fourth place on our list.

Key Features:

    • Identifies duplicate Leads, Leads to Contacts, Leads to Accounts, Contacts, and Accounts. Unique Upload
    • Prevent dupes in your web forms. Your fields can be updated without any data loss based on your defined rules. It’s campaign and lead assignment supported. Task/email notifications alert record owners to the attempted dupes.
    • Prevent the creation of duplicate Leads, Contacts and Accounts when uploading lists. The app uses a field-by-field configuration based on your business rules.
    • Unique Entry will seek and display possible dupes in real time.

Pricing:

It’s a paid app. You’ll have to contact them for quotes.

 

Dupe Alerts

This app by d2b International ApS dba, with 70 user reviews on AppExchange and backing an average rating of 4.6 out of 5, gets the fifth place on our list.

Key Features:

    • Mass Deduplication of leads, contacts, accounts and person accounts
    • Dupe Detection upon Entry
    • Phone Number Cross Checking
    • Social Media Matching
    • Integrated Merge wizard(s)
    • Campaign Deduplication
    • Custom Merge Rules
    • Customization of Matching Process
    • Weekly and Monthly Automatic Scheduling

Pricing:

    • Small Business – $750 per year per Organization (for up to 10000 records, pricing varies for more no. of records)
    • Standard – $1800 per Organization/year (for up to 50000 records, pricing varies for more no. of records)
    • Enterprise – $2500 per Organization/year (for up to 50000 records, pricing varies for more no. of records)

 

And although all these apps get the work done, we created a Salesforce duplicate management solution of our own, packing all the best features along with a smooth user experience. We would like to introduce the latest addition in the deduplication app domain, Advitya.
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Following capabilities makes Advitya better than all other deduplication apps:

    • Powerful bulk Search & Merge via optimized design
    • Smart Reporting via intuitive dashboard
    • Job Scheduler
    • Exact search based on multiple criteria
    • Deduplication on standard as well as on custom objects
    • Search based on both standard and custom field criteria
    • Choose the master records
    • Choose which duplicate records to merge and which to not
    • Preview screen to verify the ‘to-be master’ record before actual merging is initiated
    • Export the searched duplicates
    • Re-parenting of child records while merging the Parent records
    • Master record field updates while merging
    • Save your searches for future use
    • Native Salesforce.com deduplication solution
    • Intelligent notification alerts on successful merge with the master record details

Pricing:

$50/org/month (no limit on the no. of records)

Discounted for Non-Profits.


Thanks for reading!!

 

**Disclaimer: All the information given here has been taken from the available public information. Please contact the vendors individually for more and detailed information.
The images/logos for Salesforce, Acme Data, Clean CRM, Cloundingo, Data Trim, Dedupe manager, Dupe Blocker, Dupe Catcher, Duplicate Check for Salesforce, Experian Data quality, Sensis Data Solution, OpenPrise, Ring Lead have been take from the respective websites.

 

Posted in Data Loader, DataLoader, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce Duplicate Records Tools. Tagged with , .

View State

View State:  As the name suggests, is an error of View State. “Maximum view state size limit (135KB) exceeded” is the error message pertaining to “View State” error and here follows a brief detailing of the issue.

View state holds the state/size of the visual force page that includes the components, field values and controller state. This is important in the light that salesforce provides only a standard size of 135kb for any individual page. If the size of a particular page exceeds 135kb, the page will throw a view state error.

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A screenshot showing a view state error in salesforce

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Posted in CSS, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, salesforce customization, salesforce development, Salesforce.com. Tagged with , , , , .

Visual Flows In Salesforce

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Visual Flows in Salesforce

Hearing the word flow in salesforce we start thinking about the workflow i.e. defining criteria and firing action. So the question arise that weather flow is the amplified version of workflow or not? So the answer is a big “no”, flow is completely different form the workflow. Workflow let you automate your process letting you select the objects, defining the criteria and based on that criteria firing the immediate or a time dependent actions but this is not the case with the visual flows, visual flows structure a collaboration between you and Salesforce. They were created to be interactive and perform best in situations where system and user have something to contribute.

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Posted in force.com app development, Force.com Offshore, Salesforce, salesforce certified developer, salesforce community implementation, salesforce consultant, salesforce development, salesforce Tips & Tricks, Visualforce. Tagged with , , .

Contact Roles in Salesforce

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Contact Roles in Salesforce.

I observed in many salesforce communities that lot of salesforce people facing challenges in associating one contact with multiple accounts, cases, Contracts or Opportunities.

In salesforce architecture Contact has a Standard Account field, which means a Contact can be associate with on account.

However we can create few more Custom lookup fields on Contact to associate few more accounts, but that will not be a good approach to achieve this requirement if you want to associate one contact to n number of accounts, cases or Opportunities.

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Posted in Agile, apex develeopment, force.com app development, Force.com Offshore, Learn Salesforce, Mirketa Salesforce contact role, MirketaInc, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, Salesforce Contact Role, salesforce for healthcare, Salesforce.com, Visualforce. Tagged with , , .

Dynamic Gauge in salesforce

Salesforce provide us standard functionality to create Reports and dashboards to represent record in diagrammatic form. Sometimes we face the requirement to represent our data in diagrammatic Form on visual force page in some specific type of diagram we represent it using chart. Salesforce provide us Bar chart, Pie chart, Gauge chart, Radar charts

Here I am going to explain how we can represent specific field data in the form of gauge chart. To achieve this requirement we need four things basically. First we should have an object whether its standard or custom object, a field associated with that object that should hold any numeric Value, apex controller, apex class.

I will start with object lets say I have a standard controller Account where I have a custom field Score and I need to represent that score in the form of gauge. Whenever page loads that value represent in the form of gauge and whenever the fields value changes the gauge should reflect that Change.

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Posted in Apex Controller, apex develeopment, Apex Development, Dynamic Gauge In Salesforce, force.com app development, Force.com Offshore, HTML/CSS, Salesforce, salesforce administrator, salesforce certified, salesforce certified developer, Salesforce cloud Implementation, salesforce community implementation, salesforce consultant, salesforce customization, salesforce development, Salesforce Dynamic Gauge, Salesforce.com, UI, Visualforce. Tagged with , , , , , .