Activate Auto Merge

Delpha merges Salesforce duplicates via AI score, steward validation, or bot confirmation. Set up a daily Apex job to automate approved merges and streamline CRM cleanup.

How Duplicate Pairs Are Merged in Delpha

Delpha offers three ways to merge duplicate record pairs automatically or manually:

1. Auto Merge via Score

   • If the pair score exceeds the Auto Merge Threshold, the status is set to Auto Yes and merged automatically.

2. Merge Confirmed by Data Steward

   • If a data steward validates the pair from the Duplicate Data Steward View, the status becomes Steward Yes, triggering an automatic merge.

3. Merge via Conversation Bot

   • When the duplicate is confirmed by the user through a Delpha conversation, the status changes to Bot Yes, and the merge is performed immediately after clicking the Merge button.

Enable Scheduled Merge Job

For Auto Yes and Steward Yes merges to be processed, you need to schedule a job in Salesforce:

1. Go to Setup

2. Search for Apex Classes in the Quick Find bar

3. Click Schedule Apex

4. Select the class: DDQ_DuplicateRecord_AutoMerge

5. Schedule it to run daily

• If you can't find the apex class, click on Compile all classes on the top left of the Apex Jobs page

• You can set as many Merge scheduled jobs as you want to match your needs. Usually, 2 is a good option (mid day, mid afternoon).