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List Import: How does Declone Mass List work?
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While all applications and components are reviewed before they go live on the AppExchange, apps that have earned a certified designation have met a higher set of standards. The AppExchange certification process includes extensive testing of apps by salesforce.com, as well as the submission of endorsements from customers who have used them. A publisher can submit a single app or many apps for certification.
While all applications and components are reviewed before they go live on the AppExchange, apps that have earned a certified designation have met a higher set of standards. The AppExchange certification process includes extensive testing of apps by salesforce.com, as well as the submission of endorsements from customers who have used them. A publisher can submit a single app or many apps for certification.
 

 

 

 

 

 

Declone™ Mass List De-Duplication

Declone Mass List is the de facto standard for filtering lists before importing them into salesforce. No information is lost and duplicate contact information is provided to the salesperson to update existing Leads or Contacts.

Benefits:

  • Easy to Use - See steps below for deduping a list
  • Built for salesforce - Integrates with existing and upcoming salesforce features
  • No Installation - Activation is simple
  • Accurate - No information is lost or overwritten and duplicates are not mistakenly matched
  • Fast - List of 1,000 in about 20 minutes

Using Declone Mass List is easy:

  1. Log in to RingLead and upload the file.
  2. Identify the columns, field actions and other settings for Campaigns, record types and notificaitons..
  3. RingLead servers queries your salesforce database to find matches. Matching Leads, Contacts and Accounts are updated without losing information. Notifications to existing owners can be created.
  4. New Leads not matching existing Leads, Contacts or Accounts are created in Salesforce with optional notifications to owners.

For the matching Leads and Contacts, options including those listed below are provided:
 a) Associate a Campaign and assign a campaign member status globally or from a column in your list.
 b) Field-by-field options including "update only blank fields", "overwrite fields", "ignore fields", and many more.
 c) Assign a Task and/or email notification with fields from the list inserted in the Task comments.