How to Fix Duplicates in Salesforce with Delpha – Automatic, Bulk & Manual Options

Discover how to fix duplicate records in Salesforce using Delpha. Learn about automatic merging (Auto Yes), bulk cleanup in the Steward View, and record-level deduplication with the Delpha Bot.

Automatic Merge – When Status = Auto Yes

Delpha runs automatic duplicate detection every 12 hours. When a detected pair's score exceeds the Auto Merge Threshold, its status is set to Auto Yes.

What happens then?

• The pair is automatically queued for merging.

• Scheduled tasks run daily and process all Auto Yes pairs.

• The master record is selected based on the configured merge rules (e.g. oldest record, most filled, or custom score) and the fields are selected based on the Merge Field Rules.

Mass Processing in the Duplicate Data Steward View

When duplicate pairs are flagged as Potential or Auto No (filtered but not merged), you can review and process them in bulk from the Duplicate Data Steward View.

In the Steward view you can:

• Filter by object type, score, or status

• Review field-by-field comparisons with color-coded indicators

• Select multiple pairs to:

  • ✅ Accept → will be merged in the next batch (status = Steward Yes)

  • ❌ Reject → will be ignored forever (status = Steward No)

  • 🗑️ Delete → removes one or both records from Salesforce

This method gives you control while accelerating cleanup at scale.

What happens then?

• The pair is automatically queued for merging.

• Scheduled tasks run daily and process all Steward Yes pairs.

• The master record is selected based on the configured merge rules (e.g. oldest record, most filled, or custom score) and the fields are selected based on the Merge Field Rules.

Record-Level: Delpha Merge Editor

If you're working on a single record (e.g. Account, Contact, Lead, Lead Vs Contact or Person Account), the Score Meter allows you to process duplicates directly in context.

Step 1: From the Score meter, select the duplicates pairs to process

After clicking the link in the Score meter, the Duplicates Merge Editor opens automatically and presents the potential duplicates related to your current record.

You get the some information (score, comment, fields value...) to decide whether or not the proposed duplicate is legit.

You can:

• ❌ Reject if it's not a duplicate (status = User No)

• ✅ Accept and go to the next that displays side by side all selected records.

Step 2: Review Master and Fields and merge

The selected pairs are shown alongside each other. The master record and the chosen fields are automatically configured based on the duplicate merge rules.

You can modify these default values on this screen.

By hitting the Confirm and Merge button, the status is set to User Yes and the merge is done instantly.

You can configure which fields are visible and what rules apply in Delpha Setup > Duplicate Settings.