# How to Fix Duplicates in Salesforce with Delpha – Automatic, Bulk & Manual Options ## **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 {% hint style="warning" %} This method gives you **control** while accelerating cleanup at scale. {% endhint %} **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](https://help.delpha.io/delpha-for-salesforce/how-to-faq/delpha-duplicate/pages/TXkLPi5ENGXFxkUoaHiu#id-3.-duplicate-review-and-fix-potential-duplicates). ### 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](/delpha-for-salesforce/use-cases-setup/duplicate/duplicate-merge.md). 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.
{% hint style="info" %} You can configure which fields are visible and what rules apply in **Delpha Setup > Duplicate Settings**. {% endhint %} --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.delpha.io/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-fix-duplicates-in-salesforce-with-delpha-automatic-bulk-and-manual-options.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.