Configure Delpha to detect duplicates in Salesforce with scheduled assessments. Enable continuous scans and initialize the detection engine to maintain clean and duplicate-free records.
The Duplicates section allows you to set up and control how Delpha detects and manages duplicate records in Salesforce. This helps ensure cleaner, more consistent data across your org.
Initialize
Purpose: Sets up the duplicate detection engine with default settings
Action: Must be clicked to enable duplicate use case
Result: Import the standard detection and merge settings.
Clean Settings
Purpose: delete all existing duplicate settings and revert
Continuous Assessment
Purpose: Automatically scans for duplicates every 12 hours
Frequency Setting: Adjustable (e.g., Twice a day, Never.) via dropdown
Configure Continuous Assessments for accounts, contacts, leads, or cross-object duplicates as needed.
Use the dropdown menus to adjust how often duplicate assessments run (e.g., daily, weekly, or never).
Regularly enabling these processes helps ensure Salesforce data remains accurate and free of duplicates.