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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce’s Data Export Wizard restricts you to weekly or monthly exports and provides no duplicate analysis capabilities. You get static CSV files that require manual processing to identify duplicate accounts, making it inadequate for ongoing duplicate management.
Here’s how to overcome these export limitations with real-time data access and built-in duplicate detection capabilities.
Replace the export wizard with real-time duplicate analysis using Coefficient
CoefficientSalesforceSalesforceeliminates the Data Export Wizard’s scheduling limitations while providing immediate duplicate analysis capabilities. You get live data connectivity toorwith automated duplicate detection that updates as your data changes.
How to make it work
Step 1. Import accounts with flexible field selection.
Choose any account fields without the export wizard’s restrictions. Import Name, Website, Phone, and Address fields instantly rather than waiting for scheduled exports. This immediate access lets you start duplicate analysis right away.
Step 2. Apply duplicate detection formulas immediately.
Use formulas like =COUNTIFS($B:$B,B2,$C:$C,C2)>1 to flag duplicates based on multiple field combinations. Unlike static CSV exports, these formulas work with live data that stays current automatically.
Step 3. Create visual duplicate identification.
Set up conditional formatting to highlight duplicate rows visually as soon as they’re detected. This immediate visual feedback makes duplicate identification much faster than manually processing exported CSV files.
Step 4. Set up automated duplicate alerts.
Configure alerts that notify you when new duplicates are detected, something the Data Export Wizard cannot provide. These real-time notifications let you address duplicate issues as they occur rather than discovering them weeks later.
Step 5. Schedule automatic data refreshes.
Set hourly or daily refresh schedules to keep your duplicate analysis current. This automated approach provides continuous monitoring that far exceeds the Data Export Wizard’s limited scheduling options.
Start real-time duplicate monitoring today
Get startedThis approach eliminates the Data Export Wizard’s scheduling limitations while providing immediate duplicate analysis capabilities. You get live data access, automated detection, and real-time alerts all in one solution.with continuous duplicate account monitoring today.
