Matching rules
Exact and fuzzy matching on names, company, email, phone, and address, tuned to how your team actually types.
Takes over fromThird-party match logic
Nimby / Duplicate management
Native duplicate management
Clean Salesforce data without a dedupe app.
Salesforce's own matching rules and duplicate rules catch duplicates as people enter them. We tune them to your data, build a merge queue someone owns, clean the backlog once, and retire the dedupe license before it renews.
- Free 30-minute renewal review
- Fixed price, about half of one year's license
- You own everything we build
What native Salesforce covers
The core of a dedupe app is already in your org.
Standard features we build on, and the dedupe-app job each one takes over.
Duplicate rules
Warn or block when someone saves a record that matches one you already have, on accounts, contacts, leads, and custom objects.
Takes over fromPoint-of-entry duplicate checks
A merge queue someone owns
Possible duplicates land in a list with an owner and a weekly review, instead of warnings nobody clears.
Takes over fromDedupe dashboards and review screens
Scheduled merges for the obvious ones
A nightly job merges exact matches by your rules, such as the same email, and leaves judgment calls to a person.
Takes over fromAutomated mass-merge jobs
Lead-to-account matching
New leads matched to existing accounts by email domain, so reps see the customer before they call.
Takes over fromLead-to-account matching add-ons
Clean data at the source
State and country picklists, phone formats, and required fields that stop bad data at the form.
Takes over fromNormalization jobs
Straight answer
Where a dedupe app still earns its keep
Millions of records, survivorship rules across many objects, or routing and enrichment run from the same tool. If that's you, the review may say keep it, or cut the seat count at renewal.
How it works
Four steps, timed to your notice date.
Most dedupe sunsets take a few weeks. A big backlog adds a cleanup pass, so we start from the notice date and work back.
The renewal date isn't your deadline. The notice date is.
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01
Inventory
What the app does today: which objects, which rules, which jobs run on a schedule, and who clears the warnings.
You getA plain-English list of every rule and job the app runs.
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02
Decide
Which jobs move to native rules, which become a scheduled merge, and anything worth keeping, with a fixed quote.
You getA written recommendation and a fixed quote.
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03
Rebuild
Matching and duplicate rules tuned on a copy of your data in a sandbox, plus the merge job and the queue.
You getRules your team tests on real records before go-live.
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04
Retire
A one-time cleanup of the backlog with a merge log, then a clean uninstall and the non-renewal sent before the deadline.
You getA closed contract and a smaller bill.
Questions
Before you book.
Will native rules catch everything our app does?
Not always. Native matching covers the common cases well. The review lists anything it won't cover before you decide, so there are no surprises after the uninstall.
What happens to merges the app already made?
They stay merged. If you want the app's history, we export its logs before anything is uninstalled.
Do we need another license?
No. Matching and duplicate rules come with Salesforce. The scheduled merge job is code we write, document, and hand over.
What does it cost?
About half of one year's license for the app, as a fixed price agreed before you commit, with a $2,500 minimum. Half at signing, half at go-live.
Which apps can this replace?
The dedupe side of tools like RingLead, DemandTools, Cloudingo, and DupeBlocker. If yours isn't listed, the review is still free.
Free renewal review
Tell us when the dedupe app renews.
We'll reply within one business day with times for a 30-minute call. Bring the order form if you have it, since the notice clause is usually in there.
Or email us
hello@nimbyconsulting.com