Plauti Data Management

What do you like best about the product?

I like that Plauti lives 100% inside of Salesforce.

What do you dislike about the product?

I don't like that different duplicates can show to different users for no reason and they weren't able to help us with it. What's really frustrating is that we had some people changes in our company, and our bill accidentally went unpaid. Instead of giving us any heads up, they just shut off access at the end of their day, so we couldn't reach them. There was no payment link, and it caused issues on saving any changes to all leads, opportunities, and accounts for our entire organization. We asked for a 1-day extension as our entire business was halted, and they told us no. We chose to uninstall and used the money that we would've paid them to get a custom solution built because giving money to a company that has no leeway for a one-day extension while we sort out the accounting mess is just insane.

What problems is the product solving and how is that benefiting you?

I use Plauti for handling duplicate records since it lives 100% inside of Salesforce.

What do you like best about the product?

Three things particularly convinced us during deployment:

Native Salesforce Integration. Plauti runs as a Managed Package directly in Salesforce – no middleware, no external data flows, no separate login. For admins and end users, it feels like a natural part of Salesforce. The implementation went smoothly, with no significant user training required.

Transparent Licensing Structure. The pricing model is clear and predictable. No hidden per-record fees, no opaque credit consumption, no "talk to sales". A big plus for IT budget planning – the internal business case could be established cleanly and reliably.

It actually solves the problem. Our Salesforce environment has grown organically over many years, with a correspondingly high number of duplicates across accounts, contacts, and leads. Previously, we tried various approaches – native Salesforce duplicate rules, custom SOQL scripts, manual cleanup, other tools – and none achieved a reliable, scalable result. Plauti delivered exactly that: reliable fuzzy matching, flexibly configurable match scenarios, controlled merging at the field level, and mass deduplication at a quality we could trust.

What do you dislike about the product?

Honestly, there is little to criticize about the pure functionality – the tool worked as expected for us. What you should know in advance: Plauti provides you with very powerful tools, but the quality of the result depends on how carefully you define the match scenarios beforehand. So it's not a true "one-click deduplication" – you should invest time in configuration and testing with a small subset before the first mass run. This is not a product deficiency, but the nature of data quality – but anyone expecting a plug-and-play miracle should adjust this expectation.

What problems is the product solving and how is that benefiting you?

Our Salesforce environment has grown organically over many years – accordingly, significant duplicates had accumulated in accounts, contacts, and leads. Before Plauti, we had already invested a considerable amount of internal development time:

native Salesforce duplicate rules, our own SOQL scripts, manual cleanup runs, various smaller tools.

No approach delivered a result that we trusted enough to roll out on a large scale.

Plauti solved this and provides us with:

a reliable, reproducible deduplication process with configurable match scenarios

controlled merging with clear control over which field values are retained

mass deduplication without manual review of each individual record

prevention of new duplicates during ongoing operations

The concrete benefit for us: a measurably cleaner CRM data set, increased trust in the data across sales and marketing, and freed IT capacity that we previously invested in unsuccessful in-house developments.

What do you like best about the product?

Straight to the point duplication management without the extras. Very affordable

What do you dislike about the product?

Requires a good understanding of how duplicates are found and how to resolve them.

What problems is the product solving and how is that benefiting you?

Streamline duplication management. Replaces the limited native Salesforce duplicate rules. Allows easy resolution for found duplicates.

What do you like best about the product?

Seamless automations that work very well in deduping.

What do you dislike about the product?

Too many options can make it hard to figure out the right one,.

What problems is the product solving and how is that benefiting you?

it makes me waste no time contacting duplicate accounts/leads.

What do you like best about the product?

It makes the assigning of our inbound leads easy and fast.

What do you dislike about the product?

It does what it says it will. No complaints

What problems is the product solving and how is that benefiting you?

Makes the distribution of our leads easy, fast, and very efficient. I can make the adjustments to the percentages for each rep on the fly, when I need to. Very easy to use and then you can get the reports for who got what.

What do you like best about the product?

Easy implementation using the App Exchange.
The duplicate checker allows setting different duplicate scenarios that are configurable on a field level. They allow complex combination where Salesforce is lacking this functionality. Moreover, it allows us to control the creation and update of duplicate records.

What do you dislike about the product?

Although it is easy to use it can be challenging to fine tune the scenarios

What problems is the product solving and how is that benefiting you?

The Duplice Check allows us to set complex duplicate detection scenarios. Salesforce does not allow those kind of complex settings. It gives us more control on the creation and update of duplicate records. Further more, it has a mass merge functionality that helps to easily clean multiple records automatically.

What do you like best about the product?

This is very helpful and no need to think of duplicate data in Salesforce if we have duplicate check add on

What do you dislike about the product?

Nothing for now, right now there is no dislikes

What problems is the product solving and how is that benefiting you?

We can restrict to input duplicate data in Salesforce by using customize configurations

What do you like best about the product?

Flexible options on the tool itself and good customer service

What do you dislike about the product?

Admin around the job queue could be better

What problems is the product solving and how is that benefiting you?

Removing customer dupes

What do you like best about the product?

Duplicate check allows us to include our custom fields to determine a duplicate.
The matching logic is great and you are not limited.
We are working on a full database clean and cannot wait to get this up and running fully for all of our users

What do you dislike about the product?

So far, nothing, it has a range of features and everything is covered.

What problems is the product solving and how is that benefiting you?

Due to the nature of our business, we need to have duplicates. Duplicate check not only removes duplicates but allows us to select those that should remain. We can ring fence data in the searchs, whether it be by parent account or a simple custom field, we can be a picky as we like.

What do you like best about the product?

Most Helpful:
1. The ease of use to set it up and then put it into execution
2. Easy way of migration to different environments
3. Different attributes to customize your Thresholds, Field Preferences, etc.

What do you dislike about the product?

I cannot think of anything right now where I dislike the Product.

What problems is the product solving and how is that benefiting you?

Checking for existing Duplicate records in Account and Contact Objects and then merging them.