How to exclude records from the analysis

Learn how to use Delpha's "D Do Not Compare" field to dynamically exclude records from duplicate detection. Improve efficiency and save duplicate credits by refining your analysis scope.

From Buil 3.70.x, records are selected / excluded based on the Record Filter.

• Record filters allow to easily define an advanced logic to select the scope of the duplicate detection.

• You can always rely on formula fields for a dynamic duplicate detection range range

How to Exclude Records from Duplicate Detection with "Do Not Compare"

When running duplicate detection on objects such as Accounts, Contacts, or Leads, Delpha allows you to exclude specific records by using the D Do Not Compare field.

This feature helps you control the scope of your analysis and avoid consuming unnecessary duplicate credits.

How It Works

• Field Name: D Do Not Compare

• Field Type: Boolean (Checkbox)

Value	Behavior
True	❌ Record is excluded from duplicate analysis
False (default)	✅ Record is included in duplicate analysis

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Advanced Use Case: Dynamic Scope with Formula Field

If you want a more flexible setup:

• Replace Delpha's default checkbox with your custom Boolean field (e.g., formula-based).

• This allows for dynamic exclusion based on business rules (e.g., only exclude inactive records or those from a specific source).

Ensure your custom field is visible to the admin profile for it to be detected and used properly by Delpha.

Why Use This?

• Helps you control duplicate credit consumption

• Prevents overloading the system with irrelevant records

• Offers more control over your deduplication scope