Delpha Duplicate

Master duplicate detection and cleanup in Salesforce using Delpha. Learn how to set rules, configure filters, manage master record logic, and automate duplicate merging for cleaner CRM data.

Help Center Section: Delpha Duplicate

Overview

This section covers everything you need to configure, monitor, and optimize duplicate management in Salesforce using Delpha. It guides users through detection setup, merge rules, filtering, algorithm logic, and advanced use cases.

Detection Setup & Configuration

• What is a Filtering Rule and how to use it Introduction to filtering rules used to exclude or tag records during duplicate detection.

• What is the Expression and how to use it Learn how to define strict match logic with Expressions to improve detection accuracy.

• How to exclude records from the analysis Guide to prevent certain records from being assessed.

• How to make Duplicate Records exclusion dynamic Create dynamic rules to exclude records using formula fields or advanced logic.

Detection & Scoring Logic

• How to modify the detection threshold Adjust the AI confidence threshold to control how sensitive duplicate detection should be.

• How to modify the auto process threshold Set the score level for automatic merges without user validation.

• What algorithms are used by Delpha Understand the logic and models powering duplicate detection.

• How does the Duplicate scoring work Learn how Delpha scores records using field weights and matching types.

Golden Records & Field Behavior

• How to define a Golden Record for Duplicate Instructions on setting certain records as the reference to keep.
• How do you differentiate Do Not Compare & Is Golden Record Understand the differences between records you want to ignore and those you want to protect.

Merge & Remediation

• How to create a Master selection custom rule Customize the logic for choosing the master record when merging.
• How to create a Master selection custom rule – Advanced Use scoring and custom formulas for precise control over merges.
• How to Merge 2 leads with different currencies Handle edge cases where currency mismatches would block standard merges.
• How can I keep both values of a field after the merge Techniques to concatenate or preserve multiple field values during merge.
• What is a Duplicate credit? Explanation of Delpha credits used during merge actions.
• Do I consume a credit when merging a pair? Clarification on billing/credit usage.

Special Use Cases & Troubleshooting

• What are the duplicate status? Overview of system statuses: New, Auto Yes, Bot Yes, Steward Yes, etc.
• How can I hide a field from the Delpha Bot conversation? Configure UI visibility for streamlined user experience.
• Some duplicates are not detected, what can I do? Troubleshoot why records are missed and how to improve coverage.
• Can I ignore some field values when detecting duplicates? Learn how to exclude weak or irrelevant fields from scoring.
• What data is available for Duplicate? Full list of objects and fields available for duplicate analysis.
• How can I create custom reports on Duplicate? Build reporting views to track detection, resolution, and merge actions.

Sync & Automation

• How to sync Salesforce & HubSpot to deduplicate records Manage cross-platform deduplication logic.
• Duplicate detection – When does it happen? Learn about real-time vs scheduled detection modes.
• How to set the frequency of the Auto Merge Configure how often automatic merges should run.