What is field grouping?

How to Group Fields and Ensure Consistency During Merges in Delpha

How to Ensure Field Consistency During Record Merges in Delpha

When merging duplicate records, you may want to ensure that multiple fields are consistently taken from the same source record—especially for data like addresses, which should remain logically grouped.

Delpha allows you to define custom merge rules to group and control which fields are retained from the same record during a merge.

Use Case Example: Ensuring Address Consistency

Let’s say you want to make sure that Billing Street, Billing City, and Billing Country all come from the same source record to avoid mixed-up data.

Step-by-Step Setup in Delpha

Step 1: Go to the Merge Field Rules

1. Open the Delpha Setup app

2. Navigate to the Duplicate Settings tab

3. Select the target object (e.g., Account, Contact)

4. Scroll down to the Merge Field Rules section

5. Click New Rule

Step 2: Configure the Rule

Field	Description
Action	Select Group and Customize to apply rules across a group of fields
Visible	Enable if you want this merge logic to be shown in the Delpha bot
Selection Field	The field used to determine which record to pull grouped data from (e.g., Billing City)
Override Rule	Rule applied to the selection field (e.g., Master and Not Empty)
Main Display Field	The field shown in the Delpha assistant UI (e.g., Billing Street)

Note: Selection Field and Main Display Field can be different. For example, you can use a scoring field as the selection logic and display another field to the use

Step 3: Define Grouped Fields

Once the source record is selected using the selection rule:

• Grouped Fields: Add the fields you want to pull from that same record, e.g., Billing Street, Billing City, Billing Country

• Tooltip Display Fields: Fields shown when a user hovers over the record in the bot (only if "Visible" is enabled)

• Hidden Fields: Fields used in the rule but not shown to the end user

Results

Using this setup, all defined fields will be pulled from the same record during a merge, ensuring consistency. The logic will be displayed in the Delpha bot if “Visible” is enabled, giving users clarity and control.

Master record	Candidate	Default Merging rule : Master and Not Empty	Grouping Rule based on City field
Billing Address Street: 3 ave Vavin Zip code: <Empty> City: Paris Country: Franc	Billing Address Street: 1 rue Tabaga Zip Code: 69100 City: Villeurbanne Country: France	Merged Address Street: 3 ave Vavin Zip code: 69100 City: Paris Country: France Zip comes from the Candidate record	Merged Address Street: 3 ave Vavin Zip code: <Empty> City: Paris Country: France Zip comes from the Master record