Duplicates

Configure Delpha to detect duplicates in Salesforce with scheduled assessments. Enable continuous scans and initialize the detection engine to maintain clean and duplicate-free records.

Duplicates Management Configuration in Delpha

The Duplicates section allows you to set up and control how Delpha detects and manages duplicate records in Salesforce. This helps ensure cleaner, more consistent data across your org.

Key Configuration Options

• Initialize

  • Purpose: Sets up the duplicate detection engine with default settings

  • Action: Must be clicked to enable duplicate use case

  • Result: Import the standard detection and merge settings.

• Clean Settings

  • Purpose: delete all existing duplicate settings and revert

• Continuous Assessment

  • Purpose: Automatically scans for duplicates every 12 hours

  • Frequency Setting: Adjustable (e.g., Twice a day, Never.) via dropdown

Key Takeaways for Users:

• Start by clicking Initialize to configure the duplicate detection system before enabling specific processes.

• Configure Continuous Assessments for accounts, contacts, leads, or cross-object duplicates as needed.

• Use the dropdown menus to adjust how often duplicate assessments run (e.g., daily, weekly, or never).

• Regularly enabling these processes helps ensure Salesforce data remains accurate and free of duplicates.