This add-on is operated by ActivePrime Inc

Always-on solution that automatically identifies and solves duplicates .

Last updated May 02, 2023

ActivePrime CleanData is an add-on that automatically identifies and resolves duplicates.

ActivePrime runs in the background, constantly cleaning up data. You can create rules for automatically merging and resolving duplicates. Anything that can’t be handled automatically gets flagged for manual review.

Adding ActivePrime CleanData to an application, along with Heroku Connect and Heroku Postgres, enables you to:

• Automatically identify duplicates
• Configure your Business Logic to pre-compute the winning record and the surviving data
• Configure automatic merging
• Manage large data volumes
• Integrate with the Salesforce UI seamlessly

Provisioning the Add-on

The simplest and quickest way to get started is to use our Heroku Button.

Clicking the Deploy button guides you in creating the ActivePrime CleanData Helper App, and automatically provision the ActivePrime CleanData add-on in the new Helper App.

After installing ActivePrime CleanData, the application is fully configured to integrate with the add-on.

After provisioning is complete, add Heroku Postgres and Heroku Connect to your newly created Helper App. ActivePrime CleanData is automatically configured via the deployed app to connect to Heroku Postgres using the DATABASE URL and to Heroku Connect using the default salesforce schema configuration.

Configuring Your ActivePrime CleanData Add-on

Requirements

To identify and resolve duplicates in your system, ActivePrime CleanData requires:

• Heroku Postgres
• Heroku Connect
• A Salesforce user connection
• A bi-directional sync between Heroku Postgres and Salesforce with Heroku Connect

ActivePrime CleanData supports all Heroku Postgres plans except for Private and Shield-tier plans, and all Heroku Connect plans except for Shield plans.

Connections

After ActivePrime CleanData has been provisioned, you must set up the connection with your Salesforce org. Navigate to the Heroku Dashboard and select the application in question. Then, select ActivePrime CleanData from the Add-ons menu.

If you’ve added the Heroku Postgres and Heroku Connect add-ons to the Helper App, ActivePrime CleanData auto-detects the Heroku connection.

To connect ActivePrime CleanData to your Salesforce org, you’re prompted to provide the following information:

• Salesforce URL
• Salesforce Username
• Salesforce Password
• Salesforce Security Token.

Field Settings

Field Settings allows you to fully control which fields ActivePrime CleanData can read, use for searching, and write back to Heroku Postgres and Salesforce.

Cross-Object Mapping

If necessary, you can define Cross-Object Mapping criteria to be able to enable cross-object matching in ActivePrime CleanData. Cross-object mapping enables identifying and resolving duplicates between two objects. For example, Leads vs. Accounts.

Setting up Cross-Object Mapping is as simple as selecting the objects you want to map together, and the fields between the objects that you’re treating together (example: Lead Company vs. Account Name).

Dashboard

​ The ActivePrime CleanData dashboard provides access to the add-on’s General Settings to be able to configure the ActivePrime CleanData add-on and start cleansing your data.

Access the dashboard via the CLI:

$ heroku addons:open activeprime-cleandata
Opening activeprime-cleandata for pristine-data-4005

​ or by visiting the Heroku Dashboard and selecting the application in question. Then, select ActivePrime CleanData from the Add-ons menu.

Using ActivePrime CleanData

After the ActivePrime CleanData add-on has been configured and you’ve set up the connection with your Salesforce org and installed the ActivePrime helper Salesforce Package, you’ll be guided through a wizard to enable your first Business Rules, Layout Rules and start identifying and resolving duplicates.

For more information on using ActivePrime CleanData, see the ActivePrime documentation.

Removing the Add-on

​ Remove ActivePrime CleanData via the CLI: ​

$ heroku addons:destroy activeprime-cleandata
-----> Removing activeprime-cleandata from cleansingdata-app... done, v20 (free)

You can also remove the Add-on by visiting the Heroku Dashboard opening your app and removing the add-on from the Resources tab. ​

Support

​ Submit all ActivePrime CleanData support and runtime issues via one of the Heroku Support channels. Any non-support-related issues or product feedback is welcome at support@activeprime.com.