Upgrading your Data Doctor subscription is straightforward and can be done directly from your Salesforce environment. This guide walks you through the upgrade process and what to expect.
Consider upgrading your plan when your organization's needs have outgrown your current tier:
You've hit your monthly merge allocation and need additional capacity to continue cleaning your data.
Your team has expanded and you need more user seats to give everyone access to Data Doctor.
You need access to advanced capabilities like Auto-Merge, custom object support, or enhanced reporting.
Your trial period is ending and you're ready to transition to a paid subscription.
Follow these steps to upgrade your Data Doctor subscription:
Navigate to the Data Doctor app in Salesforce, click on the Settings tab, then select Subscription & Billing from the menu.
Review the available plans and select the one that best fits your needs. You'll see a comparison of features, merge allocations, and pricing for each tier to help you make the right choice.
Click Upgrade Plan and follow the prompts to complete your purchase. You'll need to provide payment information if this is your first paid subscription.
Instant Activation: Upgrades take effect immediately. You'll have instant access to your new merge allocation and any additional features included in your upgraded plan.
Once your upgrade is complete, you'll experience these changes right away:
Yes. When you upgrade mid-cycle, you'll be charged a prorated amount for the remainder of your current billing period, and your new rate will apply starting with your next billing cycle.
No. All your filters, settings, and historical data are preserved when you upgrade. Your rules, merge history, and artifacts remain exactly as they were.
Yes. You can change your plan at any time. Downgrades will take effect at the start of your next billing cycle to ensure you maintain access to features you've already paid for.
Need Help? If you have questions about which plan is right for you or need assistance with the upgrade process, contact our sales team for personalized guidance.
