> For the complete documentation index, see [llms.txt](https://help.delpha.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.delpha.io/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-make-duplicate-records-exclusion-dynamic.md).

# How to make Duplicate Records exclusion dynamic

## How to Dynamically Exclude Records from Duplicate Detection

#### Overview

In the article [How to exclude records from the analysis](/delpha-for-salesforce/how-to-faq/delpha-duplicate/how-to-exclude-records-from-the-analysis.md), 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”:

```salesforce
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.


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