How to make Duplicate Records exclusion dynamic

Learn to exclude Salesforce records from Delpha's duplicate detection using custom formula fields. Automate deduplication filters and improve accuracy.

How to Dynamically Exclude Records from Duplicate Detection

Overview

In the article How to exclude records from the analysis, we explained how to statically ignore records from Delpha’s duplicate detection using the D Do Not Compare checkbox.

This article shows how to take that a step further by creating a dynamic exclusion rule using a custom formula field. This lets you automatically exclude records based on business logic.

Step-by-Step Guide

1. Create a Custom Formula Field (Boolean)

1. Go to Salesforce Setup → Object Manager.

2. Select the object (e.g., Account, Contact, Lead).

3. Click on Fields & Relationships → New → choose Formula as the data type.

4. Select Checkbox as the return type.

5. Define your formula logic.

Example: To exclude Accounts with Record Type “Partner” or “Partner - Prospect”:

OR(ISPICKVAL(Type, "Partner"), ISPICKVAL(Type, "Partner - Prospect"))

2. Configure Delpha to Use Your Custom Field

1. Open the Delpha Setup app.

2. Navigate to the Duplicate Configuration tab.

3. In the Duplicate Criteria Settings section, locate the field picker for D Do Not Compare.

4. Replace it with your custom formula field.

Once done, records where the formula evaluates to TRUE will be automatically excluded from the duplicate analysis.

Why Use This?

• Allows smart, dynamic filtering of records.

• Saves duplicate credits by skipping records that don’t need to be compared.

• Fits evolving business logic without manual updates.