Duplicate

Delpha’s Duplicate menu helps you set up, detect, and clean duplicate Salesforce records with configurable rules and step-by-step remediation workflows.

Duplicate Use Case

The Duplicate section under Use Cases Setup helps you manage the full lifecycle of duplicate detection and remediation:

• Setup – Configure matching rules, thresholds, and field-level behaviors for duplicate detection

• Duplicate Detection – Customize detection models and criteria per object (e.g., Account, Contact)

• Run Your First Duplicate Detection – Launch your initial scan to identify potential duplicates in Salesforce

• Duplicate Merge – Define how Delpha should handle merges, user actions, and review workflows

This menu guides you from setup to execution, ensuring a structured and scalable approach to duplicate management.

We assume that the technical setup of Duplicate has been already done during the initial setup.