Build 3.56 (04tRl000001D4hxIAC)

From all versions below 3.50.6

• Reconnect your Org to Delpha: App Delpha Setup / Section: Delpha Integration / Click the Connect button

• Update conversations: App Delpha Setup / Section: Import Conversation

  • Remove Data: Select All conversation package and click on 'Remove Data

  • Import Data: Based on the use cases you are implementing, select your packages : DuplicateAccountsWD, Duplicate ContactWD, DuplicateLeadWD, DuplicatePersonAccount, LeadVsContact, LinkedInEnrichment, LinkedInEnrichmentAdvanced.

Do not select the package Data Quality as the corresponding conversations have been integrated to the Score Meter.

• Set the automatic merge schedule for Auto Yes and Steward Yes pairs following these steps

  • delete current scheduled tasks involving the Apex class: DDQ_DuplicateRecordAutoMerge

  • from the app Delpha Setup > Duplicate > Initialization, section Auto Merge Scheduler, select the hours to run the auto merge.

• Apply a migration script.

This script updates the existing Duplicate Expressions and Filtering rules and ensure their proper display with the new Duplicate Settings layout.

Open the developer console and apply the following script.

List<delpha__DDQ_DuplicateObject__c> dupObjs = [SELECT Id, Name, delpha__Expression__c FROM delpha__DDQ_DuplicateObject__c];
for(delpha__DDQ_DuplicateObject__c dupObj : dupObjs) {
    String expRuleStr = dupObj.delpha__Expression__c;
    System.debug('Current Rule: ' + expRuleStr);
    
    if(String.isBlank(expRuleStr) || !(expRuleStr.startsWith('[[') && expRuleStr.endsWith(']]'))) { //check here if expRule is in old format (field is not filterable in query)
        continue; //skip if already in new format
    }
    
    List<Object> expRuleList = (List<Object>) JSON.deserializeUntyped(expRuleStr);
    List<Map<String, Object>> newExpRules = new List<Map<String, Object>>();
	Integer i = 1;    
	for(Object rule : expRuleList) {
        Map<String,Object> newRule = new Map<String, Object> {
            'name' => 'Rule ' + i, 
            'rules' => rule
        };
        newExpRules.add(newRule);
        i++;
    }
    System.debug('New Rule: ' + JSON.serialize(newExpRules));
    dupObj.delpha__Expression__c = JSON.serialize(newExpRules);
}
Database.update(dupObjs);