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2011
June
D
DupeCatcher Data Deduplication
DupeCatcher Data Deduplication
DupeCatcher 1-Minute Survey
0%
The DupeCatcher team would love your input! Please help us decide where to focus our efforts next.
Thank you very much for your time and support.
What is your job as it pertains to Salesforce? (select all that apply)
I'm the
Salesforce administrator
I'm a
Salesforce consultant
I'm a
Salesforce developer
I'm a
Salesforce end user
Other
What edition of Saleforce do you use?
Group
Professional
Enterprise
Unlimited
Other
How many Salesforce users does your company have?
1-5
6-10
11-20
21-50
51-75
76-100
101-150
151-200
200+
What area of your Salesforce instance has the most number of records?
Leads
Contacts
Accounts
Opportunities
Other
Lead Deduplication
- In your organization(s), what Lead fields would you most likely use to weed out any duplicates. Example: Should all the leads have a unique email/phone combination? In this case, email/phone are very important.
Important
Neutral
Not Important
Annual Revenue
City
Company
Country
Description
Email
Employees
Fax
First Name
Full Name
Important
Neutral
Not Important
Industry
Last Activity
Last Modified Date
Last Name
Lead Source
Mobile Phone
Phone
Product Interest
Rating
SIC Code
Important
Neutral
Not Important
State/Province
Status
Street
Title
Unread by Owner
Website
Zip/Postal Code
Other custom field(s)
Account Deduplication
- In your organization(s), what Account fields would you most likely use to weed out any duplicates. Example: Should all the accounts have a unique account name/number combination? In this case, account name/number are very important.
Important
Neutral
Not Important
Account Description
Account Fax
Account ID
Account Name
Account Number
Account Phone
Account Rating
Account Site
Account Type
Active
Important
Neutral
Not Important
Annual Revenue
Billing City
Billing Country
Billing State/Province
Billing Street
Billing Zip/Postal Code
Created By ID
Created Date
Customer Priority
Deleted
Important
Neutral
Not Important
Employees
Industry
Master Record ID
Number of Locations
Owner ID
Parent Account ID
Promo Code
SIC Code
SLA
SLA Serial Number
Important
Neutral
Not Important
Shipping City
Shipping Country
Shipping State/Province
Shipping Street
Shipping Zip/Postal Code
Ticket Symbol
Website
Other custom field(s)
Contact Deduplication
- In your organization(s), what Contact fields would you most likely use to weed out any duplicates. Example: Should all the contacts have a unique account name/number combination? In this case, account name/number are very important.
Important
Neutral
Not Important
Account ID
Activated by ID
Activated Date
Billing City
Billing Country
Billing State/Province
Billing Street
Billing Zip/Postal Code
Company Signed By ID
Company Signed Date
Important
Neutral
Not Important
Contract End Date
Contract ID
Contract Number
Contract Start Date
Contract Term
Created By ID
Created Date
Customer Signed By ID
Customer Signed Date
Customer Signed Title
Important
Neutral
Not Important
Deleted
Description
Last Activity
Last Approved Date
Last Modified By ID
Last Modified Date
Owner Expiration Notice
Owner ID
Special Terms
Status
Status Category
Other custom field(s)
If custom fields are important for you in your deduplication efforts, can you please give us an example of what type of fields you have. Ex: Lead - Alternate Email
Any general suggestions for the DupeCatcher team? We LOVE feedback!
Copyright 2011 Symphonic Source, Inc. All Rights Reserved. DupeCatcher is a registered trademark of Symphonic Source, Inc.
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