Custom rule for Master Record selection

Customize duplicate merges with Delpha’s Custom Master Record Rule. Use formula-based scoring to prioritize records and define fall back to creation date for tie-breaking.

Custom Master Record Rule in Delpha

If your merge logic needs to follow more advanced or business-specific rules, Delpha allows you to define a Custom Master Record Rule. This approach lets you assign a score to each record in a duplicate pair based on a custom formula and select the one with the highest score as the master.

How to Create a Custom Rule

1. Define a Custom Scoring Field Create a formula field (e.g., DC_MasterScoring__c) to assign points based on your business rules.

2. Example Use Case:

   • If Account Type = Customer → +10 points

   • If Account Type = Prospect → +5 points

   • If Account Type = Target → +1 point

   • Otherwise → 0 points

3. Set the Custom Rule Expression Use: DC_MasterScoring__c Desc, CreatedDate

   This tells Delpha to:

   • First, select the record with the highest custom score

   • Then use the oldest created date as a fallback if scores are equal

4. Use Case Logic Covered:

   • Customer > Prospect > Target > Oldest

This setup allows your master record selection process to reflect your business priorities precisely.

More examples about Custom Master selection rules

• simple Master Record selection rule

• advanced Master Record selection rule