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  • Delpha Documentation
    • Welcome to Delpha Documentation
    • Delpha Setup
      • Install Delpha
        • Install Delpha package from the Salesforce App Exchange
        • Activate Delpha
        • Assign a Delpha Permission Set Group
        • Assign a Delpha licence to the users
        • Connect the org to Delpha
      • Import Conversations
      • Extra Tasks
        • Check my org settings
        • Install Delpha Connector for LinkedIn Enrichment
    • Delpha Upgrade
    • Delpha Apps
      • Delpha Setup
        • Delpha configuration
          • First Steps
          • Token Usage
          • Data Quality - Account
          • Data Quality - Contact
          • Duplicates
          • Job Tracker
          • Default Values
        • Conversations
        • Conversation Builder
          • High-level overview of the conversation builder
      • Delpha Data Quality
        • Data Quality Steward view
        • Duplicate Data Steward view
      • Delpha Score Meter
    • Use Cases Setup
      • Duplicate
        • Setup
          • Initialize the default settings
          • Activate Auto Merge
        • Duplicate detection
          • Properties section
          • Fields section
        • Run your first duplicate detection
        • Duplicate remediation
          • Merge Object Rules section
            • Master Record Selection
            • Custom rule for Master Record selection
            • Default rules for field selection
          • Merge Field Rules section
      • Data Quality
  • Delpha Campaigns
    • Create a Delpha Campaign
    • Configure a Delpha Campaign
      • Select the Campaign Type
        • Lead Generation
        • Job Tracking
        • Account Generation
      • Review and update the Settings
      • Add Campaign Members
  • HOW TO - FAQ
    • Quick Start Guide
    • Delpha Integration
      • How to add Delpha components in my standard layout
      • How can I add Delpha fields in my standard layout
      • How to manage conversation priority
      • How to manage the conversation auto opening
    • Delpha Job Tracking
      • How to display the Job History
      • How does job tracking works
    • Delpha LinkedIn Connector
      • How can I connect my LinkedIn Account to Delpha
      • I am not allowed to install Delpha Connector on my browser
      • How many records can be enriched with LinkedIn in a day per user?
      • How can I check if a LinkedIn cookie is properly set or valid
      • How is used my LinkedIn Cookie
      • How can I automate my lead generation
    • Delpha Duplicate
      • What is a Filtering Rule and how to use it
      • What is the Expression and how to use it
      • How to exclude records from the analysis
      • How to make Duplicate Records exclusion dynamic
      • How to Fix Duplicates in Salesforce with Delpha – Automatic, Bulk & Manual Options
      • How to modify the detection threshold
      • How to modify the auto process threshold
      • What algorithms are used by Delpha
      • How does the Duplicate scoring work
      • How to define a Golden Record for Duplicate
      • How do you differentiate Do Not Compare & Is Golden Record
      • How to sync Salesforce & Hubspot to deduplicate records
      • Duplicate detection - When does it happen?
      • How to set the frequency of the Auto Merge
      • How to create a Master selection custom rule
      • How to create a Master selection custom rule - Advanced
      • What are the duplicate status?
      • How to Merge 2 leads with different currencies
      • What is a Duplicate credit?
      • Do I consume a credit when merging a pair?
      • What is field grouping?
      • How can I hide a field from the Delpha Bot conversation?
      • How can I keep both values of a field after the merge
      • Some duplicate are not detected, what can I do?
      • Can I ignore some field values when detecting duplicates?
      • What data is available for Duplicate?
      • How can I create custom reports on Duplicate
    • Delpha Data quality
      • What are the 6 data quality dimensions
      • How to exclude records from the analysis
      • How to fix my data quality
      • What is a Token?
      • Do I consume a token when applying a Delpha recommendation?
      • Data Quality for Contacts
        • What are Data Quality Dimensions for Email
        • What are the Data Quality fields for Email
  • Delpha Campaigns
    • How to add records to a campaign from reports?
  • TROUBLESHOOT
    • Grant access for Delpha Support
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On this page
  • Duplicate Data Steward View in Delpha
  • Main View Overview
  • Side-by-Side Comparison
  • Available Actions
  • How to Use

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  1. Delpha Documentation
  2. Delpha Apps
  3. Delpha Data Quality

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.

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Last updated 28 days ago

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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

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
Review and Merge Potential Duplicates