LogoLogo
  • Delpha Documentation
    • Welcome to Delpha Documentation
    • Delpha Setup
      • Install Delpha
        • Install Delpha package from the Salesforce App Exchange
        • Activate Delpha
        • Assign a Delpha Permission Set Group
        • Assign a Delpha licence to the users
        • Connect the org to Delpha
      • Import Conversations
      • Extra Tasks
        • Check my org settings
        • Install Delpha Connector for LinkedIn Enrichment
    • Delpha Upgrade
    • Delpha Apps
      • Delpha Setup
        • Delpha configuration
          • First Steps
          • Token Usage
          • Data Quality - Account
          • Data Quality - Contact
          • Duplicates
          • Job Tracker
          • Default Values
        • Conversations
        • Conversation Builder
          • High-level overview of the conversation builder
      • Delpha Data Quality
        • Data Quality Steward view
        • Duplicate Data Steward view
      • Delpha Score Meter
    • Use Cases Setup
      • Duplicate
        • Setup
          • Initialize the default settings
          • Activate Auto Merge
        • Duplicate detection
          • Properties section
          • Fields section
        • Run your first duplicate detection
        • Duplicate remediation
          • Merge Object Rules section
            • Master Record Selection
            • Custom rule for Master Record selection
            • Default rules for field selection
          • Merge Field Rules section
      • Data Quality
  • Delpha Campaigns
    • Create a Delpha Campaign
    • Configure a Delpha Campaign
      • Select the Campaign Type
        • Lead Generation
        • Job Tracking
        • Account Generation
      • Review and update the Settings
      • Add Campaign Members
  • HOW TO - FAQ
    • Delpha Integration
      • How to add Delpha components in my standard layout
      • How can I add Delpha fields in my standard layout
      • How to manage conversation priority
      • How to manage the conversation auto opening
    • Delpha Job Tracking
      • How to display the Job History
      • How does job tracking works
    • Delpha LinkedIn Connector
      • How can I connect my LinkedIn Account to Delpha
      • I am not allowed to install Delpha Connector on my browser
      • How many records can be enriched with LinkedIn in a day per user?
      • How can I check if a LinkedIn cookie is properly set or valid
      • How is used my LinkedIn Cookie
      • How can I automate my lead generation
    • Delpha Duplicate
      • What is a Filtering Rule and how to use it
      • What is the Expression and how to use it
      • How to exclude records from the analysis
      • How to make Duplicate Records exclusion dynamic
      • How to modify the detection threshold
      • How to modify the auto process threshold
      • What algorithms are used by Delpha
      • How does the Duplicate scoring work
      • How to define a Golden Record for Duplicate
      • How do you differentiate Do Not Compare & Is Golden Record
      • How to sync Salesforce & Hubspot to deduplicate records
      • Duplicate detection - When does it happen?
      • How to set the frequency of the Auto Merge
      • How to create a Master selection custom rule
      • How to create a Master selection custom rule - Advanced
      • What are the duplicate status?
      • How to Merge 2 leads with different currencies
      • What is a Duplicate credit?
      • Do I consume a credit when merging a pair?
      • What is field grouping?
      • How can I hide a field from the Delpha Bot conversation?
      • How can I keep both values of a field after the merge
      • Some duplicate are not detected, what can I do?
      • Can I ignore some field values when detecting duplicates?
      • What data is available for Duplicate?
      • How can I create custom reports on Duplicate
    • Delpha Data quality
      • How to exclude records from the analysis
      • How to fix my data quality
      • What is a Token?
      • Do I consume a token when applying a Delpha recommendation?
      • What are Data Quality Dimensions for Email
      • What are the Data Quality fields for Email
      • What are the 6 data quality dimensions
  • Delpha Campaigns
    • How to add records to a campaign from reports?
  • TROUBLESHOOT
    • Grant access for Delpha Support
Powered by GitBook
On this page
  • How to Keep Track of Candidate Record Values During a Merge
  • Step-by-Step: Set Up a Merge Rule to Preserve Candidate Values
  • Use Case: Tracking Legacy IDs
  • Result

Was this helpful?

Export as PDF
  1. HOW TO - FAQ
  2. Delpha Duplicate

How can I keep both values of a field after the merge

Use the "Concatenate and Unicity" operation in Delpha to retain key candidate values during record merges. Ideal for legacy ID tracking and post-merge analysis.

How to Keep Track of Candidate Record Values During a Merge

When merging duplicate records in Salesforce using Delpha, the Master record is retained while the Candidate record is deleted. Standard merge logic retains only selected field values based on your Merge Field Rules.

However, in some cases, you may want to retain and track values from the Candidate record — such as legacy IDs, previous emails, or alternate names — for audit, traceability, or post-merge processing.

Delpha allows this via the “Concatenate and Unicity” operation.

Step-by-Step: Set Up a Merge Rule to Preserve Candidate Values

  1. Open the Delpha Setup app.

  2. Go to the Duplicate Settings tab.

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

  4. Scroll to the Merge Field Rules section.

  5. Click New Rule.

Then configure the following:

Field
Description

Action

Select Operation

Input Field

Choose the field whose values (from both records) you want to track (e.g., Legacy_Id__c)

Output Field

A custom field (usually text or long text) where the unique values will be stored

Operation

Select Concatenate and Unicity

This operation:

  • Collects values from both the Master and Candidate

  • Deduplicates them

  • Combines them into the Output Field

Use Case: Tracking Legacy IDs

If you store legacy system IDs in a custom field (e.g., Legacy_Id__c), you can use this rule to keep all IDs from merged records:

This ensures historical traceability and can be used in post-merge automation or reporting.

Master Legacy Id: FJQn

Merged Legacy Ids : <Empty>

Candidate

Legacy Id: rAAH

Merged Legacy Ids: oYAAX

Master and Not Empty + Concatenate and Unicity

Legacy Id: FJQn

Merged Legacy Ids: oYAAX, rAAH

Result

After merging:

  • The Output Field contains all unique values from both records

  • You preserve key information from deleted candidates

  • Your data governance and traceability stay intact

PreviousHow can I hide a field from the Delpha Bot conversation?NextSome duplicate are not detected, what can I do?

Last updated 6 days ago

Was this helpful?