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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 limits you to weekly or monthly scheduled exports and doesn’t include any duplicate analysis capabilities. You’re left with static CSV files that require manual processing to identify duplicate accounts.
Here’s how to export duplicate account data immediately with built-in analysis capabilities that go far beyond the native export wizard.
Export and analyze duplicate accounts in real-time using Coefficient
CoefficientSalesforceSalesforceprovides immediate export capabilities with live data connectivity, eliminating the Data Export Wizard’s scheduling restrictions while adding comprehensive duplicate detection. You get real-time access to youroraccount data with instant duplicate analysis.
How to make it work
Step 1. Import account data instantly.
Use Coefficient’s “From Objects & Fields” feature to select the Account object with fields like Name, Website, Phone, and BillingStreet. Unlike the Data Export Wizard’s limited scheduling, this gives you immediate access to current account data without waiting for weekly exports.
Step 2. Write custom SOQL queries for targeted exports.
Create custom queries to identify potential duplicates directly: SELECT Id, Name, Website, Phone FROM Account WHERE Website != null ORDER BY Website. This approach lets you focus on accounts most likely to have duplicates rather than exporting everything.
Step 3. Apply built-in duplicate analysis.
Use COUNTIF formulas to flag duplicates by any field combination immediately upon import. Create formulas like =COUNTIF($B:$B,B2)>1 to identify duplicate company names, or combine multiple criteria for more sophisticated matching.
Step 4. Set up automated duplicate monitoring.
Schedule hourly or daily refreshes to continuously monitor for new duplicate accounts. This automated approach provides ongoing duplicate detection that the Data Export Wizard simply cannot match with its limited scheduling options.
Step 5. Create flexible matching logic.
Use functions like TRIM, UPPER, and SUBSTITUTE to catch variations in company names that might represent the same organization. This fuzzy matching capability goes beyond what you can achieve with static CSV exports.
Start exporting smarter duplicate data today
Get startedThis approach provides more comprehensive duplicate detection than Salesforce’s native export tools while maintaining live data connectivity. You get immediate exports, flexible analysis, and automated monitoring all in one solution.with real-time duplicate account analysis today.
