Plauti Deduplicate helps Salesforce and Dynamics 365 teams find, assess and merge duplicate CRM records. Users can set exact or fuzzy matching fields, weights, thresholds, synonym lists and frequent-word exclusions by object. Rules determine which record is retained and which field values carry over, with optional AI suggestions for manual decisions. Groups above a configured score can merge automatically in scheduled jobs; lower-scoring groups can wait for review. Detection covers standard and custom objects, including comparisons between two object types, and Plauti says jobs can process millions of records. For Salesforce, supported tools include Apex and REST APIs, Flow Actions, Apex plugins and Plauti CLI. Core capabilities run in the CRM, while large data processing can use Plauti Cloud or Desktop. A free Salesforce version is available through AppExchange, and a 14-day trial covers the fully powered version. Merging follows existing permissions and sharing rules, and audit logs record merge activity. Restoring is available for supported objects, but converting a record to another object type is final.
Who it is for
Plauti presents Deduplicate for Salesforce and Dynamics 365 teams that need to detect, prevent and merge duplicate records. It may suit teams that want both automated merging and review of lower-scoring matches.
What is good
- Supports exact and fuzzy matching rules.
- Lower-scoring groups can wait for review.
- Detection includes standard and custom objects.
- Free Salesforce version is available through AppExchange.
- Audit logs record who merged what and when.
What to know first
- Record-type conversion cannot be reversed.
- Full edition access requires a trial or custom pricing.
- Plauti says support requests are picked up within one working day.
Verdict
Plauti Deduplicate offers configurable matching and a choice between scheduled merges and review, with tools for Salesforce and Dynamics 365 teams. Note the finality of record-type conversions and confirm pricing for the full edition with Plauti.
Plauti Deduplicate plans and pricing
All plansCompared on data cleansing software
- Free plan
- Yes

