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

In the Duplicate Initialization section of the Delpha Setup app, select at what time you want the Auto Yes and Steward Yes pairs to be processed daily.

In the Auto Merge Scheduler:

• You can select multiple times in the day

• The time display in the picklist is your Salesforce Local Time.

You can set as many Merge scheduled jobs as you want to match your needs.