Creating a New Duplicate Detection Setting

Initialize default duplicate settings in Delpha to enable record deduplication in Salesforce. Quick setup with customizable rules for accurate and scalable duplicate detection.

Overview

Before configuring detailed rules, you must create a "container" for your settings. This allows you to manage multiple duplicate strategies for the same object (e.g., one for "US Accounts" and another for "EU Accounts").

Step-by-Step Creation

1. In the Delpha Setup menu, go to Duplicates section.

2. Add New Setting: Click the Add New + menu item.

3. Define the Setting: A "Create Record" modal will appear. Fill in the following fields:

   • Duplicate Settings Name: Give your setting a clear, descriptive name (e.g., "Account - Global Detection" or "Leads").

   • Object Name: Select the Salesforce object you want to analyze from the dropdown menu.

     • Options: Account, Contact, Lead.

     • Cross-Object: Select Lead vs Contact to detect if a Lead already exists as a Contact in your org.

4. Select a Template (Recommended): when prompted, choose to rely on a Template.

Delpha offers pre-configured templates featuring best-practice weights and thresholds. Utilizing a template accelerates deployment and provides a reliable starting point. You can adjust detection settings and merge rules according to your specific needs.