Master Record Selection

Delpha’s Master Record Rule helps you define which duplicate to keep during merges. Choose from built-in rules -oldest, latest, or most-filled...- to ensure accurate and complete Salesforce data.

Master Record Rule in Delpha

To define which record survives during a merge, Delpha uses Master Record Selection Rules.

How it works:

  1. Open the Delpha Setup App and go to the Duplicate Settings tab.

  2. By default, Delpha selects the oldest record as the master and fills any empty fields with values from the duplicate. This ensures completeness and consistency in the final, merged record.

Built-in Master Record Selection Rules

Rule

Description

Oldest created date

Selects the record with the earliest creation date

Latest created date

Selects the most recently created record

Oldest modified date

Selects the record with the earliest last update

Latest modified date

Selects the record with the most recent update

Most Filled

Selects the record that has the most populated fields

These rules help you tailor your merge logic to preserve the most reliable or relevant data.

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