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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
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        • Check my org settings
        • Install Delpha Connector for LinkedIn Enrichment
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      • Delpha Setup
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          • First Steps
          • Token Usage
          • Data Quality - Account
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          • Duplicates
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          • Default Values
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          • High-level overview of the conversation builder
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        • Data Quality Steward view
        • Duplicate Data Steward view
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    • 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
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          • Merge Field Rules section
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  • 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?
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    • Grant access for Delpha Support
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  • Duplicate Detection – Properties Section in Delpha
  • Key Configuration Fields

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  1. Delpha Documentation
  2. Use Cases Setup
  3. Duplicate
  4. Duplicate detection

Properties section

Delpha’s Duplicate Detection Properties section lets you configure AI thresholds, filtering rules, screening fields, and auto-merge logic for accurate deduplication.

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Last updated 28 days ago

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Duplicate Detection – Properties Section in Delpha

The Properties section of the Duplicate Detection setup allows you to fine-tune how Delpha identifies and processes duplicate records. Each setting plays a critical role in the logic and accuracy of detection.

Key Configuration Fields

  • AI Threshold Minimum confidence score for a pair to be flagged as a potential duplicate.

  • Auto Merge Threshold Score from which records will be automatically merged without user review.

  • Active Toggle Quickly enable or disable duplicate detection for the object.

  • Screening Fields These are the primary fields (e.g., Name) used to determine if a pair is even worth comparing. If values differ too much, Delpha skips the pair.

  • Discard Values If any key field contains a listed value (e.g., "test", "dummy"), Delpha will ignore it during duplicate scoring. Syntax: comma-separated list with no spaces or quotes — e.g., text1,text2,text3

The initial condition to detect potential duplicates. Think of it as a formula requiring exact matches between specific fields (e.g., Name + Website).

Post-detection logic that allows you to add comments or discard certain pairs based on specific field-level differences. Example: Discard if cities differ.

By default, the duplicate analysis will apply on all the records of the database. However, you can limit the scope using the field that as been added to your org, on the targeted objects.

Expression
Filtering Rule
Do Not Compare