How-To's
Step - by - step articles on how to configure Plauti Deduplicate
Articles
How to enable setting a parent record from a related list in Deduplicate Entry
When using Deduplicate Entry, you can automatically set a parent when creating a new record from a record page layout. For example, automatically set the Account when creating a Contact from a...
How to disable the Plauti Deduplicate triggers for actions executed by a certain (system) user
It is possible to disable all Plauti Deduplicate triggers for actions that are executed by a certain (system) user. For example, disable Plauti Deduplicate for when records are created via a...
How to enable Case Merge in Salesforce
To merge Cases using Plauti Deduplicate, you need to enable Salesforce Case Merge first. Navigate to the Salesforce Setup .png) menu. Type 'Case Merge' in the quick find box and click on 'Case...
How to change the default subject line and message in Share Results
The Deduplicate Share Results feature comes with a default subject line and message. Read on to find out how to set your own default subject line and default message. You can share results from the...
How to use a predefined filter on a custom object results list
To use a predefined filter on your custom object, you need to take some configuration steps. The steps consist of creating two fields, after which you have to re-run your deduplicate job. If you...
How to automatically open groups when opening the batch results page
When opening the results page of a Deduplicate job, by default the duplicate groups are shown in a folded state. Unfolding all the groups at once upon opening the page might be too heavy a process...
How to retrieve deleted records from Salesforce recycle bin
When you accidentally merge records that were not supposed to be merged, all records in this process except the master record will have been deleted. You can restore them from the recycle bin....
How to store the Search Index in Custom Objects
When using Custom Objects and the Search Index feature, an additional field is required in order to store the Search Index in the custom Object record itself. This tutorial will show you how to...
Create an email notification for every time a Deduplicate Job is completed
Follow the steps below to set up email notifications to be sent every time a Deduplicate Job is completed. First, create a template for the notification email that you will receive every time a...
How to resolve known issues related to Plauti Deduplicate
Error Message (exact message differ) Cause of the problem Possible solution Merge Failed: Merge failed. First exception on row 0 with id ; first error: DUPLICATEVALUE, duplicate value found: Unique...
Filter on records associated with a Campaign
The Deduplicate Job Filter feature is available in the Premium and PDM editions of Plauti Deduplicate. You can filter a Deduplicate Job so that it only runs on records that are associated with a...
How to check for similar Phone numbers in multiple fields upon entering a new record
This article explains how to check if there are any similar values between several fields when entering a new record. For example: If record 1 has "088 8888" as primary phone number, and a user...
How to check for a similar Email address in multiple fields upon entering a new record
After completing this tutorial you will be able to check if there are any similar values between multiple fields upon entering a new record. For example: If record 1 has...
How to refresh your Deduplicate license
After subscribing to the Premium or PDM edition, you need to refresh your license on the Deduplicate License page to activate it. Open the Plauti Deduplicate app. Navigate to the 'Deduplicate...
How to enable Deduplicate Audit Logging
The Plauti Deduplicate Audit Logging feature is available in the Premium Edition. Deduplicate Audit keeps track of all actions performed by Plauti Deduplicate, such as merged records by your users....
How to find duplicate records based on email address field only
Since an email address is unique, it is a valuable field when checking for duplicate records. Leads, Accounts or Contacts can have different names, but can be linked together based on the email...
How to set up Web to Lead Duplicate Prevention
The Web to Lead Duplicate Prevention feature is available in the Advanced and Premium Editions. The Web to Lead Duplicate Prevention feature analyses all incoming records for duplicates before...
How to reduce storage space taken by Plauti Deduplicate
Plauti Deduplicate can take up some storage space in your Salesforce Organization. Here are a few tips on how to reduce storage space taken by Plauti Deduplicate. When using Advanced Matching,...
How to find your Salesforce Organization ID
A Salesforce.com ORG ID is a sequence of numbers and letters. This is what an ORG ID looks like. Example: 00A6A000002fFTL You can find your Salesforce Organization ID (also referred to as "ORG ID")...
How to grant login access to Plauti Support
We probably asked you to grant us login access to investigate your support case. In this article, we will show you how you can grant external access to the Plauti Support Team in Salesforce Classic...
Cross Object
The Cross Object feature is available in the Premium and PDM editions. The Cross Object feature lets you find and merge duplicate records across multiple Salesforce objects, including custom...
Unique Import
The Unique Import feature is available in the Premium and PDM editions. When importing records into Salesforce, use the Plauti Deduplicate Unique Import feature to compare the imported records with...
Direct Processing
The Direct Processing feature is available in the Premium and PDM Editions. Direct Processing finds, merges and converts duplicate records at entry point without any user interaction. If you do not...
Frequent Words
The Frequent Words feature is available for Premium and PDM licenses. The Frequent Words feature lets you define frequently used words that will not be taken into account when checking for...
Deduplicate Entry
Deduplicate Entry is a replacement entry page that you can use instead of the native Salesforce entry page. It shows duplicates while you are creating or editing a record. When using Duplicate...
Embed an Overall Job Results list with filters
Plauti Deduplicate lets you embed a customized Overall Job Results (OJR) list in any page. For example, create a page that you assign to a number of users, containing only those duplicate results...
CIRCULAR_DEPENDENCY error
This article will show you how to resolve this issue. Problem: I'm using the parent > child hierarchy in Salesforce. When merging records, I get an error stating "CIRCULARDEPENDENCY - A parent...
Grant access to Plauti Deduplicate in the App Launcher
After an update you might need to re-grant access to the Plauti Deduplicate app, so that it's visible in Salesforce's App Launcher. Follow these steps to grant access. Go to Salesforce Setup >...
PD page not loading, "...vf.force.com" error
Problem: PD pages like the Merge page or Overall Job Results page do not load. You might get an error stating "...vf.force.com refused to connect." Answer: In some Salesforce environments, users...
Set up Plauti Deduplicate for a Custom Object
The use of custom objects in Plauti Deduplicate is available in the Premium and PDM editions. Go to the Deduplicate Setup page. At left, click Object Configuration. At top right, click Add Object....
Add Deduplicate Live to Your Page Layout
Plauti Deduplicate Live is available in the Premium and PDM editions. Deduplicate Live is a feature that can be added to any record page layout in your Salesforce organization. Plauti Deduplicate...
Insufficient Access Rights when Merging Records
When merging duplicate records as a Salesforce administrator, you probably don't run into many problems. However, when your users merge records, you have to deal with complex permissions and rights...
Start a Cross Object job
Plauti Deduplicate lets you find duplicate records across different Objects, including custom objects, with the Cross Object feature. This feature is available in all paid editions and trials. Read...
Linking a Sandbox org to your Plauti Deduplicate license
Every paid Plauti Deduplicate subscription comes with complementary sandbox licenses for testing purposes. You can link one or more sandboxes via Plauti Cloud, or with our Salesforce SFDX Plugin....
Find and Process Duplicate Records
This article is also available as a how-to video. Watch now. Cleaning up your data consists of two steps: first you find out which records are duplicates of each other, and then you consolidate...