How to define a Golden Record for Duplicate

Learn how to use the "D Duplicate Is Golden" field in Delpha to automatically prioritize trusted records during deduplication and auto merge operations.

How to Use the "D Duplicate Is Golden" Field in Delpha

Golden records represent the most trusted and accurate version of a record, either sourced from external validation or curated internally. Delpha lets you automatically preserve and prioritize these records in duplicate management using the D Duplicate Is Golden field.

What Is "D Duplicate Is Golden"?

• Field Type: Boolean (Checkbox)

• Purpose: When set to True, this field marks the record as the default master during:

  • Auto Merge processes

  • Delpha Bot duplicate conversations triggered from a record

This ensures that golden records are kept as the authoritative source during deduplication.

Make It Dynamic with a Formula

You can replace the static checkbox with a custom formula field to dynamically control which records are considered golden based on your own criteria (e.g., trusted source, partner type, or completeness).

Example Use Case:

IF(Source__c = "Official Registry", TRUE, FALSE)

This flexibility allows Delpha to adapt to your specific data governance policies.

Key Benefits

• Enforces trust by preserving known good data

• Ensures consistency across merges

• Reduces manual intervention during deduplication