How to exclude records from the analysis
Learn how to use Delpha's "D Do Not Compare" field to dynamically exclude records from duplicate detection. Improve efficiency and save duplicate credits by refining your analysis scope.
How to Exclude Records from Duplicate Detection with "Do Not Compare"
When running duplicate detection on objects such as Accounts, Contacts, or Leads, Delpha allows you to exclude specific records by using the D Do Not Compare field.
This feature helps you control the scope of your analysis and avoid consuming unnecessary duplicate credits.
How It Works
Field Name:
D Do Not Compare
Field Type: Boolean (Checkbox)
True
❌ Record is excluded from duplicate analysis
False
(default)
✅ Record is included in duplicate analysis
Advanced Use Case: Dynamic Scope with Formula Field
If you want a more flexible setup:
Replace Delpha's default checkbox with your custom Boolean field (e.g., formula-based).
This allows for dynamic exclusion based on business rules (e.g., only exclude inactive records or those from a specific source).
Ensure your custom field is visible to the admin profile for it to be detected and used properly by Delpha.
Why Use This?
Helps you control duplicate credit consumption
Prevents overloading the system with irrelevant records
Offers more control over your deduplication scope
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