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Datauntangler

No card required. The browser demo is free to use.

Salesforce deduplication you can review before anything merges

Salesforce deduplication normally means running an app inside the org and trusting its matching rules. Working on the export gives you the same matching with a review step: pull a report as CSV, see every proposed merge, then update only what you approved.

In-browser your file never leaves your computer

Every row proposed to you before it is applied

CSV log of what you approved and rejected

Clean a file
01 Try it on this page

Load a messy sample and watch it work

The same engine described below, running on your own machine. Nothing is uploaded and nothing is applied until you approve it.

1. Load a file

Your file is read on your own machine. Nothing is uploaded, so nothing can leak.

Or start from a messy sample

Status

Loading the sample file.

File: CRM contact export

Rows

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Columns

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Changes

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Duplicate rows

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Date formats

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Blank emails

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Load a file to see the diff

Drop a CSV or pick one of the messy samples. Every proposed change appears here as a line you approve or reject.

02 About salesforce deduplication

Duplicate rules catch what they were told to catch

Standard matching rules compare a fixed set of fields, and they run at the moment a record is created. They do nothing about the duplicates already in the org, and they do not see the ones that came in through an import that bypassed them.

Native dedupe apps work on the object level inside Salesforce, which is convenient and also means the work is invisible outside the org. If your duplicates arrived from a spreadsheet, they will arrive that way again next quarter.

The export workflow

Export a report with the Id column

Keep the record Id so you can act on exactly the right records afterwards.

Match on name, company and email

Fuzzy matching finds the pairs that differ by a suffix, an accent or a typo.

Review every cluster

Each one names the reason it matched and marks the most complete row as the one to keep.

Export the audit log

It lists the merged row and the row it merges into, which is the list your admin works from.

Before a big import

The cheapest deduplication happens before data enters the CRM. Cleaning a list on the way in stops you from paying for the same cleanup twice, once in the file and once in the org. Doing that on any CRM export is CRM data cleansing, the matching it relies on is fuzzy matching rather than a fixed field rule, and the data cleaning tool runs it without the file leaving your machine.

03 Duplicate rules in the org

What the rules inside the org were never told to look for

Duplicate rules are a list of fields and a comparison. They are exact about what they were given and blind to everything else.

CRM data cleansing

A rule matches the fields it was given

Records that differ in the field nobody put in the rule stay separate, and the rule reports the org as clean while they do.

The merge is applied straight away

What was in the losing record is no longer somewhere you can read it, so a merge that turns out wrong is not a merge you can talk about.

Leads and contacts are two problems

The same person can exist as both, and a run over one object never sees the other, so the pair survives every pass.

What the export pass adds

The same matching on a report you exported, every cluster reviewed before anything is touched, and a CSV log of what you decided.

04 Before you run it

Questions about salesforce deduplication

Does this merge records in Salesforce for me?
No. It produces the reviewed list of merges and the cleaned file. Applying them in the org stays with your admin, using the record Ids you exported.
Does it work with leads as well as contacts?
Yes. It works on any CSV export with name, company or email columns, whichever object it came from.
05 What it costs

Plans for when the file is bigger than the demo

Yearly billing is two months free. There is no free plan, and no card is needed to use the browser demo above.

Yearly billing is two months free.

Switch to yearly and two months are free.

Analyst

One ops person or analyst with files to clean.

$49$59/mo

Billed $590 a year Billed monthly

  • 50,000 rows a month
  • Files up to 25MB
  • 1 seat
  • Fuzzy matching and entity resolution
  • Reviewable diff and audit log export
  • 3 saved cleaning recipes
  • Email support

Team

Recommended

A RevOps or marketing ops team sharing the work.

$166$199/mo

Billed $1,990 a year Billed monthly

  • 250,000 rows a month
  • Files up to 100MB
  • 5 seats
  • Everything in Analyst
  • Unlimited saved recipes
  • Scheduled recurring cleans
  • CRM connectors (Salesforce, HubSpot)
  • Priority email support

Business

A data team cleaning for several departments.

$499$599/mo

Billed $5,990 a year Billed monthly

  • 1,500,000 rows a month
  • Files up to 500MB
  • 20 seats
  • Everything in Team
  • API access
  • Roles and permissions
  • Priority email support

Enterprise

A head of data who needs it defensible across the company.

Talk to sales

Custom terms, invoicing and PO

  • Unlimited rows and custom file sizes
  • Unlimited seats
  • Everything in Business
  • SSO (SAML / Okta)
  • Custom data retention
  • DPA on request
  • Named support contact
  • Invoicing and PO
  • Named onboarding

A row is one data line in a file you process, not counting the header. The browser demo is free to use and is not a plan: it reads CSV and TSV files up to 5MB on your own machine.

Related pages

Clean the file, and be able to show what you changed

Try the demo on your own CSV first. It runs in your browser, it costs nothing, and no card is required.

No card required. Your file never leaves your computer.

Clean a file