Multi-Settings & Scope

Step-by-step guide to using Delpha Multi-Settings and Record Filters. Learn to limit duplicate analysis scope by Region, Date, or Record Type.

Overview

Instead of scanning your entire Salesforce database with a single rule, Delpha allows you to create multiple Detection Configurations. Each configuration can have its own "Scope"—a specific subset of records defined by a filter.

Why use this?

• Performance: Limit analysis to only active or recently modified records.

• Segmentation: Apply different matching rules for different countries (e.g., strict matching for Germany, loose matching for the US).

Step-by-Step Configuration

Step 1: Access Detection Settings

1. Open the Delpha Setup App in Salesforce.

2. In the left-hand navigation menu, expand Duplicates and select Detection Settings.

Step 2: Define the Scope (Record Filter)

This is the most critical step. You will use the Record Filter to tell Delpha exactly which records belong to this specific configuration.

1. Locate the Record Filter section (marked as OPTIONAL) and click the arrow to expand it.

2. Select a Field: Click in the search box (Enter a field name...) and choose the field that defines your scope (e.g., Billing Country, Record Type, or Created Date).

3. Add the Condition: Click the + Add Condition button.

4. Set the Rule:

   • Operator: Choose how to filter (e.g., Equals, Contains, Starts With).

   • Value: Enter the value that defines this segment (e.g., "France" or "Enterprise").

Example: To limit the scope to only French accounts, your filter would look like:

• Field: Billing Country | Operator: Equals | Value: France

Step 3: Combine Multiple Criteria (Optional)

If your scope is complex (e.g., "Active Customers in France"), you can add multiple conditions.

1. Add a second condition (e.g., Status Equals Active).

2. Use the Filter Logic dropdown (top right) to define how these rules work together:

   • All AND: The record must match every rule (Strict scope).

   • Any OR: The record must match at least one rule (Broad scope).

   • Custom Logic: Use parentheses (e.g., 1 AND (2 OR 3)) for advanced segmentation.

Best Practices for Multi-Settings

• Avoid Overlap: Ensure your Record Filters are distinct. If a record matches the filter criteria for two different settings, Delpha may process it twice or default to the highest priority setting, which wastes tokens and processing power.

• Naming Convention: Name your settings clearly based on their scope (e.g., "Duplicate Detection - France Only" or "Detection - VIP Accounts").