How can I hide a field from the Delpha Bot conversation?

Learn how to hide sensitive or technical fields from Delpha Bot during duplicate merges while still applying custom merge rules in Salesforce.

How to Hide Fields in Delpha Bot During Duplicate Merges

When using the Duplicate conversation in the Delpha Bot, you might want to hide technical or sensitive fields from the end user to streamline the merge process and improve clarity.

This is especially useful for internal identifiers (e.g., external system IDs) that shouldn't be part of user-facing decision-making.

Use Case Example: Hiding a Technical ID Field

If you have a custom field like External_System_ID__c, you likely don’t want it visible to users during the merge conversation.

Delpha makes it easy to hide this field from the bot UI while still applying a merge rule.

How to Hide a Field in the Duplicate Conversation

Step 1: Navigate to Merge Field Rules

1. Open the Delpha Setup app

2. Go to the Duplicate Settings tab

3. Select the target object (e.g., Contact, Lead, Account)

4. Scroll down to the Merge Field Rules section

5. Click New Rule

Step 2: Configure the Field Rule

Field	Description
Action	Choose Customize (used for single field customization)
Visible	Set to Off to hide the field from the Delpha Bot interface
Override Rule	Choose the rule to determine how the field is populated (e.g., Master and Not Empty)
Custom Value	Optionally set a default value that will overwrite the field after the merge

When the Override Rule is set to Empty, the value will be reset after merge.

Result

Once saved:

• The field is not shown to users in the Delpha Bot conversation

• Your merge rule still applies as configured

• The process becomes more user-friendly and secure