A step-by-step guide to integrate Dedupely with Salesforce, run your first deduplication, and keep your CRM data accurate with ongoing sync and merge options.
How to Integrate Dedupely with Salesforce
Integrating Dedupely with Salesforce helps you maintain clean, accurate data by identifying and merging duplicates efficiently. This guide walks you through the setup process and offers tips for optimal use.
Step 1: Log in to Dedupely
- Visit dedupe.ly and log in to your Dedupely account.
- If you don’t have an account yet, check out our guide on How to Create an Account to get started.
Step 2: Connect Salesforce to Dedupely
- If you haven’t connected a CRM yet, Dedupely will automatically prompt you to connect one. Select Salesforce from the available CRM options and follow the steps to grant permissions.
- If you’ve already connected a CRM and want to add another one:
- Go to the CRM Log in the left-hand menu.
- Click Connect New App, and select Salesforce to add another Salesforce account.
- Dedupely will redirect you to Salesforce’s login page. Log in with your Salesforce credentials and grant Dedupely access to your data.
Tip: If you manage multiple Salesforce instances for clients, explore our Affiliate Program or Partner Program to unlock additional benefits.
Step 3: Configure sync settings
- Choose the objects you’d like Dedupely to sync:
- Leads
- Contacts
- Accounts
- Dedupely syncs entire objects (e.g., all Leads). Partial syncing is not available.
Side Note: Dedupely charges based on the total number of records synced. For pricing details, visit our Pricing page.
- Start the initial sync. Depending on the size of your Salesforce database, this may take several minutes.
Tip: For more detailed instructions on syncing objects, see our guide: Syncing Records with Dedupely.
Step 4: Run your first deduplication scan
- After the sync is complete, navigate to the Searches section in Dedupely.
- Create a new deduplication search:
- Select the object (e.g., Leads) and fields to match (e.g., email, name, phone).
- Use default settings for a quick start or customize the search as needed.
- Click Run Search to identify duplicates in your Salesforce database.
Note: For detailed guidance on setting up and interpreting deduplication scans, visit Finding Duplicates.
Step 5: Merge duplicates
- Once duplicates are identified, you can merge them using Dedupely:
- Manual Merge: Review and merge duplicates one by one for precision.
- Bulk Merge: Select multiple duplicates and merge them in bulk to save time.
- Automated Merge: Set up automation rules for continuous deduplication without manual intervention.
Note: All merging happens natively within Salesforce. For more details on Salesforce’s merging process, visit the Salesforce Knowledge Base: Salesforce Merging Guide.
Step 6: Ongoing maintenance
- Schedule regular deduplication scans to keep your Salesforce database clean.
- Leverage advanced features like custom deduplication rules for more refined results.
Troubleshooting Salesforce integration issues
If you encounter any issues during the integration process:
- Verify that you’ve granted Dedupely the correct permissions in Salesforce.
- Check Salesforce API usage limits, as exceeding them may impact syncs.
- Restart the sync if data isn’t appearing correctly in Dedupely.
For additional support, reach out to our team via chat or book a Zoom session. Zoom with Support.
Next steps
Congratulations! Your Dedupely and Salesforce integration is now live. Start running deduplication scans to optimize your CRM data. For more information, explore our Quick Setup Guide or Salesforce Best Practices.
Happy deduplicating! 🎉