Duplicate Data Steward view

Use Delpha’s Duplicate Data Steward View to detect and merge Salesforce duplicates at scale. Compare fields side by side, trust AI-powered scores, and clean your data with precision and confidence.

Duplicate Data Steward View in Delpha

The Duplicate Data Steward View is designed to help you efficiently identify and merge duplicate records in Salesforce. Using side-by-side comparisons, smart scores, and visual cues, you can quickly take action with confidence.

Main View Overview

Duplicate Data Steward View

The navigation in the Duplicate Steward view is aligned with Salesforce’s native List View experience:

• Cog icon: Use the standard cog to manage your views (create, clone, rename, share, select fields to display, delete)

• Filter Icon: Create custom views filtering on a Campaign, an Object, a Field and the score.

• Pinned and Favorite Lists: Find the best view when you need it

By default, you’ll see the “Recently Viewed” records. To unlock the full power of the Data Steward views, we recommend creating your own custom views—tailored filters, field selection, and sharing options give you complete control over your data review

At the top of the screen, a summary dashboard provides a snapshot of duplicate detection:

• Total Potential: Total duplicate groups detected (e.g., 806)

• Match Categories:

  • Exact Match, Likely Match, Possible Match, Unlikely Match

  • Sorted by AI-generated confidence scores

• Total to Be Merged: Duplicates awaiting confirmation

Each row shows:

• Account name variations

• Field-level identifiers (e.g., Website, LinkedIn)

• Match Status (e.g., Potential, Auto Yes)

• Score (0–100 confidence)

• Processed status (True/False)

Side-by-Side Comparison

When you select a row, Delpha displays a detailed comparison view:

• Fields from both records are shown side by side

• Green dots = selected master value

• Red highlights = mismatched fields This layout helps you quickly decide what data should be kept post-merge.

Available Actions

When rows are selected, the following actions appear at the top:

• Accept

  • Merge using recommended values

  • Finalize the merge and mark as processed

• Reject

  • Dismiss the suggestion

  • Keeps records unchanged

• Delete

  • Permanently remove selected records (⚠️ use with caution)

How to Use

1. Filter by object (e.g., Account)

2. Review suggested matches

3. Click to open detailed comparisons

4. Select records

5. Click Accept to merge or Reject to skip

Merge operation is not applied instantly. Duplicate that are validated by the Data Steward are processed by batch following a scheduled task.