• Khurram Ali
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We are looking at building a custom contact created form and dedupe engine for our sales team to use to validate if a contact exists in the system whilst they are talking to the prospect and to assist in preventing duplicates coming through. We have found something that works near to what we are chasing, weighted dedupe ‘as you type’ functionality with customizable functions (links below). We have hit 2 limits with the products on the market which are very important and are resulting us needing to custom build this (full specs below) and the ability for the sales team to use the contact creation form on their mobile and iPads using the Salesforce1 apps.
Instant feedback dedupe
  • As you type queries (search populated fields every 2 seconds), with duplicates presented to user in a relevant position on page to easily identify a duplicate. The idea is to allow them to quickly click through and not impede or lose what they have already entered on screen.
  • Needs to have alternative layouts for different devices
  • Needs to be compatible with Salesforce1
  • Dedupe on multiple fields with ‘OR’ statements (The list of results needs to have all potential matches not limiting results to exact AND statements)
    • Primary, Secondary fields ie Mobile, Phone, Business, Partner Mobile
    • Thus present multiple potential duplicate records where a mobile field maybe populated in one record and email in another
  • Dedupe type - Exact, Fuzzy, numeric, first n of characters, before/after specific character ie @ with exceptions ie free accounts “gmail.com”
  • Ability to dedupe of multiple criteria with OR statements
  • Rank order matching records to present most likely duplicates at the top
    • Present top 5 or n number of records likely duplicates in system
  • Prevent duplicate creation of exact match of specific fields ie email or mobile
    • Provide a message to allow them to click through to the existing contact and request access
    • In the event that they create the contact with unique details, make historical note against contact that they were present X exact duplicate prior.
  • In the event that a record is then edited to match an existing duplicate thereafter, build a report and send notification to CRM admin (There are a few free SF applications that allow you to do this - doesn't need to be in this but if its easy add it in) 
Most fit solution on the market which we can learn from, the developers were not interested in developing their product further to make it functional on Mobile sadly.
  • https://www.ringlead.com/products/unique-entry/
  • https://www.ringlead.com/resources/videos/unique-entry-whats-new-in-version-3/success/

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