Setup

Set up Delpha’s duplicate management by initializing default settings and activating auto merge. Automate the detection and resolution of duplicate Salesforce records with confidence-based logic.

Duplicate Setup Options in Delpha

The Setup section for duplicate management includes:

• Initialize the Default Settings – Prepares Delpha’s default configuration for duplicate detection, including merge rules and scoring thresholds

• Activate Auto Merge – Enables automatic merging of duplicate records based on confidence scores and predefined rules

These initial steps are essential for enabling Delpha’s smart deduplication workflows in Salesforce.