Duplicate and mismatched records in Salesforce can create unnecessary work, muddy data insights, and disrupt customer interactions. For teams managing a high volume of accounts, contacts, or opportunities, these inconsistencies can lead to errors and inefficiencies that waste time and hurt sales performance. This is where deduplication and matching tools become essential—they streamline data by identifying and resolving duplicate records, ensuring that each account is accurate and complete.
Sweep takes a streamlined, intelligent approach to deduplication and matching, allowing advanced, customizable matching logic to find duplicates quickly and enables you to merge, archive, or update records in a few clicks.
Key Benefits of Sweep Dedupe and Matching:
Customizable Matching Logic: Configure matching rules based on the fields that matter most to your organization. Sweep's flexible settings let you fine-tune criteria to catch potential duplicates specific to your use case.
Simplified Setup: Create and configure Deduplication or matching actions quickly through a user-friendly interface without needing any programming skills.
Advanced Settings and full control on the merge results: Leverage various of advanced setting to tailor the logic that perfectly fits your business. Determine how merged records will end up, ensuring you have complete control over individual fields.
Getting Started with Sweep Automations:
To begin using Sweep Dedupe and Matching, navigate to the Dedupe and Matching tab within Sweep. Here, you can create new Dedupe and Matching actions and quickly set up the right logic for your business
Creating Your First Dedupe or Matching Action:
Click on New.
Choose the required action.
Define what Sweep should when a duplicate/match is found.
Use any advanced settings to adjust the logic to your business needs.
By leveraging Sweep Dedupe and Matching, teams can stay aligned, reduce manual work, and maintain data hygiene. The intuitive and simple UI makes it easy to create robust workflows that respond to real-time data changes and keep your business running smoothly.