Cleanup of the stock only
Creation went on.
Salesforce data quality for orgs where the same person exists three times
Salesforce duplicate management automation with tuned rules, safe merges and a queue for the doubtful
Salesforce merges at most three duplicate records at a time, and duplicate rules can either alert the user or block the save, so cleanup is a rule choice before it is a tool. BoldBellows records the candidate records, the matching rule that flagged them and who owns each before any merge is proposed, blocks or alerts by rule, merges only what is safe and sends the rest to a data steward, then works in two directions: prevention, by tuning the matching rules to the fields your data really has, such as email, phone, name with company and website, and deciding for each entry route whether a duplicate is blocked, alerted or allowed, and cleanup, by running duplicate jobs, merging the sets that meet a safe rule with the most complete record winning, and queuing doubtful sets for a data steward. A monthly report shows the duplicate rate by source so the entry points that create the most can be fixed.
View Pricing
From $1,670, paid once. Salesforce duplicates.
Proof points for Salesforce duplicate management
- Rules tuned to your data not defaults
- Block or alert by entry route
- Safe merges most complete record wins
- Sources reported fix the leaks
- Fixed scope What is built, tested and handed over is agreed before work begins
- Extras priced in advance start at $1,670; every add-on shows its cost before you tick it
01 · the three-records-for-one-person problem
Cleaning duplicates once a year while creating them every day
Duplicates are created at the rate people and systems enter data, and most cleanup efforts address only the stock. A web form creates a lead for someone who is already a contact, an import adds a thousand records with slightly different spellings, and a rep creates an account because they could not find the existing one. Default matching rules are too loose or too strict for the data in the org. Merging by hand takes time, and a careless merge destroys history. Without a view of where duplicates come from, the same sources refill the org after every cleanup.
Loose default rules
They matched the wrong things.
Strict default rules
They missed real duplicates.
- Anything the trigger matches is sent on
- Duplicates are cleaned once a year and return at once
- Nobody knows where they come from
- A repeat finds its merge through the set of record IDs and the matching rule that grouped them
- Rules prevent most duplicates at entry
- Sources are measured and fixed
02 · how it works
How duplicates are stopped at entry and cleared from the stock
Nothing is written until the change is judged and the merge has been looked for.
- 01
Admit only what counts
Each Salesforce event is verified and logged; anything outside the agreed scope is set aside with a reason.
- 02
Match, block, alert
Matching rules flag candidates at entry and block or alert by route.
- 03
Merge, queue, report
Safe sets merge, doubtful sets go to a steward and sources are reported.
How Salesforce behaves, and what that means for duplicate management
Merges join up to three records
Salesforce merges at most three duplicate records at a time, and duplicate rules can either alert the user or block the save, so cleanup is a rule choice before it is a tool.
Merges are limited to three
A single merge combines at most three records, so large duplicate sets are cleared in rounds with the survivor chosen by completeness.
Retry rules
Retries are preceded by a check of the duplicate set using the set of record IDs and the matching rule that grouped them, so repeating a request cannot repeat its effect.
03 · what ships in the build
Everything in the duplicate set route, laid out
Launch is the front door. Route is the workshop. Govern is the inspection that keeps the route honest.
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Event qualifier
Reads the Salesforce record and confirms it satisfies the trigger before the duplicate set is touched.
LaunchStable identity ledger
Logs the Salesforce object, the decision taken for duplicate management and the time, and a repeated event is checked against that log.
LaunchMapping contract
Holds the agreed Salesforce-to-duplicate set field map as a versioned contract, not a habit.
LaunchRule tuner
Tunes matching and duplicate rules to your fields.
RouteSet finder
Finds duplicate sets across leads, contacts and accounts.
RouteSafe-merge matrix
Defines survivor choice and safe-merge conditions.
RouteDuplicate register
Runs a regular comparison between both sides and keeps the mismatches in view, on the Salesforce Duplicate Management service.
GovernSource monitor
Ranks entry routes by duplicates created.
GovernEscalation list
Shows which exceptions are getting old and who has to act on them.
Govern04 · who it's for
Made for B2B software companies that then stop Salesforce duplicates at the door and clean up the ones already inside: matching and duplicate rules that fit your data, safe merges, a review queue for doubtful sets, owners kept informed and a report that shows the rate falling
Teams want one trustworthy record for each person and company, without losing history.
Sales rep
"Find the original."
Duplicates alert me.
Marketing manager
"Stop double leads."
Entry routes are checked.
Data steward
"Review the doubtful."
They're queued.
Administrator
"Tune the rules."
The data shows where.
Executive
"Trust the counts."
One record per person.
Service agent
"See one history."
Records are merged.
Cost is shaped by matching rules, merges and stewards
See the Salesforce to the duplicate set price, then decide
Price Salesforce duplicate management yourself in about two minutes. Launch starts at $1,670 and every extra shows its cost.
View Pricing
- One setup fee
- Range shown first
- PDF handover included
05 · compare your options
How Salesforce gets into the duplicate set: a duplicate report run once a year, a connector, or a Salesforce duplicate management program with rules and a steward queue
Each can merge records. Only one tunes rules to your data, prevents duplicates at entry and reports their sources.
| The trigger | a duplicate report run once a year | A template zap for the duplicate set | BoldBellows build: Salesforce duplicate management |
|---|---|---|---|
| What starts the work | A team member checks Salesforce | Any event the zap listens to | A Salesforce event that matches your trigger definition |
| How identity is decided | Searched by name or address | Whatever field is mapped first | Set of record IDs and the matching rule that grouped them |
| What reaches the duplicate set | The parts someone thought of | Fields forwarded unchecked | A prevented duplicate, a safe merge or a stewarded decision, plus a source report |
| After an uncertain result | It waits until somebody notices | Stops with an error email | Reads the duplicate set by the set of record IDs and the matching rule that grouped them before any rewrite |
An old change turns up late
A delayed Salesforce event is compared with what the duplicate set already holds and is set aside if it would undo something newer.
A web form submits a lead who is already a contact
The duplicate rule alerts the process, the lead is linked to the existing contact instead of being created, and the form source is counted. The set of record IDs and the matching rule that grouped them turns the question into a lookup, and the answer is one of four: nothing, right, wrong or unclear. Everything else is an update, a no-op or a case for a person.
Before fields or branches are discussed, the set of record IDs and the matching rule that grouped them is fixed, because every later decision reads from it.
Pricing
Build your Salesforce to Duplicate Management price
Pick a package, answer three short questions about how Salesforce data should reach Duplicate Management, and your price and turnaround move as you choose.
06 · process & getting started
Six steps from yearly cleanup to duplicate management
Six stages, one owner on your side, and a written output at the end of each.
- Step 01
Measure your duplicates
We find the duplicate rate by object and entry route and test matching rules on your data.
- Step 02
Approve access
You grant narrow rights in Salesforce and the connected tools, and we settle which identifiers connect each record to its result.
- Step 03
Agree the rules
Matching rules, block or alert choices, the safe-merge rule and the steward queue are written out and approved first.
- Step 04
Try to make it fail
Every failure we can think of is tried against a test the duplicate set, and the ones that matter become written repair steps.
- Step 05
Launch with notes
After the final test we enable the route and give you notes that name every owner and repair path.
- Step 06
Thirty-day look-back
A review at the end of the first month covers volume, exceptions, retries and anything that drifted.
07 · turnaround
Package timings at a glance
We count delivery from the point Salesforce is reachable, not from the day of order.
Launch
6 to 10 business days
Route
10 to 16 business days
Govern
16 to 24 business days
08 · before we start
What to have ready
A Salesforce connection you are happy for us to test with
A Salesforce org with admin access, a backup of the objects to be cleaned and a data steward to review doubtful sets
Salesforce credentials we can use for the agreed resources and events
The trigger you want: what must happen in Salesforce before anything is sent
A decision on which Salesforce values must never reach the duplicate set
Confirmation of which environment is production
09 · security and ownership
Your data stays in its place, except what the map allows
Access to Salesforce is cut to the duplicate management work, and each write goes to a named place rather than to wherever the data could fit.
Your tools stay as they are
We work with the supported connection points of Salesforce and the duplicate set and leave the products exactly as you run them today.
Scoped, revocable access
Least-privilege access is the default, and it is documented.
Less data, less exposure
Each field sent to the duplicate set has a stated purpose. Sensitive values are excluded or masked before anything is written.
Look, compare, then act
An unclear write is settled by finding the merge and comparing it with the intended values, not by sending again.
Minimal logging
The audit trail is made of IDs and decisions, not personal data.
Full handover
After handover you can maintain, change or retire the route on your own.
10 · verified reviews
What BoldBellows clients say
Verified reviews from business owners who use BoldBellows automations every day, from marketing and sales to support and operations.
AI CRM Automation
Our CRM was barely used because updating it by hand was tedious. BoldBellows automated data entry, tagging, segmentation and follow-ups.
Now the CRM is always up to date and our campaigns are far more accurate. It improved our whole sales pipeline.
AI Data Entry & Reporting Automation
We used to spend hours collecting data and building weekly reports by hand. BoldBellows automated all of it.
The reports are clean, visual and easy to read, and our managers rely on them for quick decisions. Human error is gone and our numbers are more accurate across the board.
AI Accounting & Invoice Automation
BoldBellows automated our whole invoicing process: creating invoices, sending reminders and tracking payments.
Late payments dropped sharply, and our accounting team finally has time for strategy instead of repetitive admin. Worth every penny.
AI E-commerce Listings Automation
BoldBellows automated our product listings. The AI writes descriptions, organizes photos and publishes listings across several marketplaces.
It even answers customer questions instantly. Our store looks more professional and sales have noticeably increased.
AI Customer Journey Automation
We wanted a smoother path from first contact to purchase. BoldBellows built an AI system that guides each customer there automatically.
It sends personalized messages, recommends products and follows up at just the right moment. Customer retention has improved dramatically.
AI Document & Contract Automation
Onboarding was slow because we wrote every contract by hand. BoldBellows automated the lot: contracts, welcome emails and client setup.
What took 48 hours now takes under 10 minutes, and clients regularly tell us how professional it feels.
AI Social Comment & DM Automation
We get thousands of comments and messages every week. BoldBellows built an AI system that replies instantly, filters spam and surfaces the important ones.
Engagement is up and our page looks active around the clock. It’s like having a full social media team that never stops.
AI Voice Assistant
BoldBellows built a custom AI voice assistant for our customer hotline. It answers questions, books appointments and handles simple requests.
Customers love how fast it is, and our call-centre workload dropped dramatically. One of the smartest upgrades we’ve made.
AI Automation Partner
BoldBellows is hands-down the best AI automation partner we’ve worked with. Their systems are fast, reliable and built around how our business actually works.
Every automation they’ve delivered, from customer service to content, runs flawlessly. We’ve saved time, cut costs and grown faster than we expected.
AI Chatbot & Customer Support
BoldBellows built an AI support chatbot for our online boutique, and it has changed how we run the business. We used to have two full-time staff answering the same questions all day. Now the AI handles order tracking, product recommendations and even refund requests on its own.
What surprised me most is how natural it sounds. Customers compliment the ‘agent’ without realizing it’s AI. Our support workload dropped by 75% and customer satisfaction went up dramatically.
AI Content & Social Media Automation
Our marketing agency couldn’t keep up with content. BoldBellows set up an AI content engine that writes blog posts and captions and even designs our social media creatives.
It spots trends and suggests topics for us, so we stay ahead of competitors. We now produce three times the content with the same team, and engagement has soared. They didn’t just automate our workflow, they lifted our whole brand.
AI Lead Qualification & Sales Automation
Our sales team wasted hours chasing cold leads. BoldBellows built an AI lead-scoring system that reads behavior, email engagement and buying signals.
It filters out weak leads and sends personalized follow-ups automatically, so our team only talks to people who are ready to buy. Conversions rose 40% in the first month. It paid for itself straight away.
AI Video & Voice Automation
We publish product videos every week, and BoldBellows introduced us to AI video automation. The system writes the script, voices it and produces the finished video in minutes.
The quality is remarkable: professional voiceovers, clean visuals and smooth editing. Production time went from three days to under 30 minutes, and we scaled our video marketing without adding cost.
AI Email & Smart Inbox Management
Our inbox used to be chaos. BoldBellows built an AI email system that sorts messages, drafts replies and flags anything urgent.
It learns how we write and gets better every week. We reply faster and no longer miss important messages. It feels like having a personal assistant working around the clock.
AI Workflow Automation for Agencies
Running a digital agency with many clients was overwhelming. BoldBellows built one automation dashboard that tracks tasks, sends updates and creates client reports automatically.
Clients love the transparency and we love the time we get back. Productivity is up, and project delays have dropped to almost zero.
AI Booking & Scheduling Automation
Our coaching business needed a better way to schedule. BoldBellows automated all of it: bookings, reminders, cancellations and follow-ups.
No-shows fell by 60% and clients enjoy how smooth it is. It feels personal, not robotic. One of the best upgrades we’ve made.
AI Translation & Localisation
When we expanded abroad we needed fast, accurate translations. BoldBellows built an AI translation system that turns our content into several languages instantly.
The translations read naturally and suit each culture. We now serve customers in five new countries without hiring translators. BoldBellows helped us go global.
AI HR & Recruitment Automation
Our HR team was drowning in applications. BoldBellows automated screening, skills-based filtering and interview scheduling.
It saves us hours every week and means we only interview qualified people. Hiring is now faster, better organized and more professional.
11 · questions
Salesforce duplicates: what data stewards ask
Short answers to what people ask before they book. Anything else can go in your quote request.
Is a one-step connector enough for Salesforce duplicate management?
A simple connector can give you one record per person and company, fewer duplicates created in the first place and a clear way to fix those that exist. It will not choose matching rules that fit, merge safely or prevent duplicates at entry. These are the parts the build adds.
How many records merge at once?
Up to three.
Can duplicates be blocked?
Yes, or alerted, per entry route.
Which record survives?
The most complete one.
What about doubtful sets?
A steward decides.
Where do duplicates come from?
The monthly report ranks the sources.
Is a backup needed?
Yes, before any cleanup.
Will there be a written map for Salesforce duplicate management?
Yes, and it comes first: a plain field map for Salesforce duplicate management that you approve before a single rule is configured.
Is duplicate management adjustable to the way our team works?
Yes. If duplicate management depends on your policy, we build the policy in. Prices open at $1,670.
How are Salesforce API changes handled?
We write down what the route assumes. When an assumption stops being true, the route stops that step and says so, rather than improvising. This page also answers searches for custom salesforce duplicate management automation.
Stop creating duplicates and clear the ones you have
Give your org one record per person, and a way to keep it so
Answer those and Salesforce duplicate management starts at $1,670.
If your process has extra branches, we will price them on their own line.