Learn how Delpha Data Stewards and Admins can manually merge Salesforce records on demand. Search by ID or Name, apply custom duplicate settings, and use the Merge Editor.
Overview
While Delpha automatically detects duplicates in the background based on your scheduled batch jobs, there are times when you need to manually force a merge immediately. If you have the Delpha Data Steward or System Admin permission set, you can bypass the automated queue and merge records on demand directly from the Delpha Merge Editor UI.
How do I manually merge records on demand?
Follow these steps to select two specific records and merge them using the Delpha Merge Editor.
Open the Source Record: Navigate to the specific Salesforce record you want to evaluate.
Access the Score Meter: Locate the Delpha Score Meter component on the record page and click the "Duplicate" link.
Initiate Manual Merge: Click the "Add Duplicate" button.
Select the Target Record: A new window will appear. Search for the second record you want to merge. You can find it by typing the record's Name or pasting its exact Salesforce ID.
Choose the Duplicate Setting: Select the specific Duplicate Setting (your predefined matching/merge rules) to apply to this pair.
Execute: Confirm the pair. This will launch the Merge Editor, where you can make your final field-by-field decisions and complete the merge.
Can I choose any duplicate setting for a manual merge?
Yes. When you select the second record, Delpha will automatically evaluate your active configurations and recommend the Duplicate Setting that is most suitable for that specific pair.
However, as an Admin or Data Steward, you have full override control. You can manually select any Duplicate Setting from the dropdown list to process the merge, even if it does not strictly align with the data's standard profile.
