Dylan Gray Consulting

Dylan Gray Consulting

Work Smarter. Manage Better. Grow Faster.

Plauti

Dylan Gray Consulting is a trusted full service Plauti consulting partner in Houston, TX...

Dylan Gray Consulting is a trusted full service Salesforce & Plauti Consulting partner in Houston, TX.

Plauti

With 20+ years of experience with Salesforce.com and 100+ implementations, we can help you and your business embrace Plauti.com. We service SMB, Mid-market and departments of enterprise accounts nationwide. Our team speaks the language of B2B companies in Oil & Gas, Engineering, Manufacturing & Construction.

Work smarter. Manage better. Grow faster.

Duplicate Check

Get support from a real person in real time. Our support team can work with you online, sharing screens so we can focus specifically on the things you want done. We’ll get you up and running quickly. Let our team do the installation and configuration while you focus on your business.

Approximately 25% of your records are duplicate. Use Duplicate Check to find duplicates in Lead, Contact and Account objects and in all other standard and custom Objects. Duplicate Check also works cross-object. Our selection of matching types empowers you with both exact and fuzzy matching algorithms optimized for specific fields, like email, phone, and person names.
Once your Salesforce is clean, you don’t want duplicates to return. Duplicate Check alerts your users in real-time when they manually enter a record that already exists and checks all inserted records for duplicates. Instead of blocking the creation of a dupe, Duplicate Check directly merges or lists the dupe for manual verification. It works on all entry points: manual, import, API, web-to-lead.
Run and schedule jobs to check your Salesforce database for duplicates. You have finely grained control over how to process found dupes: merge them one-by-one, merge a selection, or automatically merge above a threshold you set.
Leverage our Apex plugins, Apex or Rest API, Flow Actions, Lightning Components to seamlessly integrate duplicate checking and merging into your processes. The workflow of your users will hardly change, making sure that your data quality will immediately improve.
Duplicate Check will not only find duplicates in and across all objects but also merge and convert according to your business rules. Set merge rules for an object and specify field-specific rules as you see fit. Manually merging a duplicate pair is always an option for the most fine-grained control.
When records automatically enter Salesforce through a web to lead form or a marketing automation tool like Pardot or Marketo, Salesforce will get filled with duplicates without anyone realizing it. Use Duplicate Check’s Direct Processing option to merge incoming duplicate records without any user interaction or place them on a list for manual reviewing.
Duplicate Check technology is proven to work with millions of records. Use Duplicate Check Local to leverage the power of your machine. By no longer depending on Salesforce’s processing power, you will have your duplicate results for larger jobs much faster.

Data Validation

Format and validate your records when entering them into Salesforce. Get your entire Salesforce analyzed and cleansed so you work with accurate records to improve the deliverability of email and postal deliveries.

Record Validation for Salesforce is able to format and validate email addresses, phone numbers and addresses upon inserting or updating a record. This allows you to enter new information faster, without errors and improves your efficiency.
Run a Record Validation job and validate all existing records from within Salesforce. Configure a scenario to automatically process your validation results, or choose to process them manually. There is no technical knowledge required when using our easy-to-use interface to validate records.
Get detailed information about data. What percentage of your data is incorrect? Why is it incorrect? How much progress has there been in validating data over the last few months? Share these insights fast and easy with the rest of your team.
Record Validation Live is a Lightning component you can add anywhere on your record page layout. It allows you to quickly validate Address, Email, and Phone values for the record you’re working in.
Start creating Data Happiness and get a validated and duplicate-free Salesforce. Record Validation and Duplicate Check are a match made in heaven. Together, they help you to validate and dedupe your Salesforce. Install both our services and start working with validated, formatted and duplicate-free data.
Record Validation offers an easy-to-use Apex API and REST API to format and validate records anywhere in and outside Salesforce.

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