• Run a Deduplicate Job on all records of an object, or a subset of records. Find duplicates across different objects (Cross Object), including custom objects.
• Schedule a Deduplicate Job to run repeatedly at set times.
• Automatically merge or convert found duplicates if they meet set criteria.
• View the job results per job or per object to quickly process (merge, convert) the duplicates.
• Run large volume jobs on Plauti Cloud or Plauti Desktop/Server to speed up the process.
• Run AI Match Recommendation‍ for added certainty (optional).

Prerequisites

• You have configured one or more Scenarios‍ to define which records are considered potential duplicates.
• If you want to find duplicates between different objects, you have configured Cross Object‍.
• You have enabled AI Match Recommendation‍ (optional).

Start a Deduplicate Job

To find duplicate records in batch, start a Deduplicate Job as follows:

1. In Plauti Deduplicate, go to tab Deduplicate Job.

2. At top right, click New Job.

3. Enter a Job Name. For future reference it's recommended to have the name describe what the job does.

4. At Select Object, select the Object to find duplicate records in. If the object is not in the list, you can configure it on the Deduplicate Setup page‍.

5. If enabled for the selected object, click Add Cross Object to search for duplicates across objects‍ (optional).

6. Select one or more Scenarios to determine when a record qualifies as a duplicate.

   If multiple scenarios are used, two records are considered duplicates if they score as duplicates on at least one of the scenarios. Read more about Scenarios here‍.

7. Click Add Filter to search for duplicates within a subset of records (optional but recommended). Read more about job filters here‍.

8. Click Next.

9. Click Add Schedule if you want to run the job repeatedly at a set schedule. Read more about Scheduled Jobs.

10. Click Add AI Match Recommendation for an AI analysis of the job results (optional). This can also be done afterwards. Read more about AI Match Recommendation‍.

11. Click Add Auto Merge (for single object jobs) or Add Auto Convert (for Cross Object jobs) to automatically merge or convert found duplicates (optional).
    :::info
    Adding Auto Merge or Auto Convert here is only recommended if you are absolutely sure of the results you are going to receive. Merging or converting records cannot be undone.
    You can also decide to manually start an Auto Merge‍ or Auto Convert‍ at a later point, after reviewing your results.
    :::

    Add Auto Merge:

    1. Set an Auto Merge Threshold. Duplicate pairs that have a matching percentage equal or higher than this threshold will be automatically merged.
       :::warning
       Do not set the threshold too low: merging records cannot be undone!
       :::

    2. Click ** Add Filter to merge only those records that meet certain filter criteria (optional). Add one or more filter lines, and use filter logic if needed. Read more here.- Click Add Duplicate Group Filter to merge only records from duplicate groups that meet certain filter criteria, e.g. only groups that contain two records. Read more here.

       Add Auto Convert:

       1. Set a Status After Conversion.

       2. Set an Auto Convert Threshold. Duplicate pairs that have a matching percentage equal or higher than this threshold will be automatically converted.
          :::warning
          Do not set the threshold too low: converting records cannot be undone!
          :::

          Click Next.
          Select a Processing Option:

          • Run on Salesforce Platform: for smaller jobs, without any data transfer outside of Salesforce.
          • Run on Plauti Desktop/Server: for large data volume jobs, to speed up the duplicate search process. Runs on your local machine. Read more about Plauti Desktop and Server‍.
          • Run on Plauti Cloud: for large data volume jobs, to speed up the duplicate search process. Runs on a secure cloud server and has some advantages over Plauti Desktop or Server. Read more about Plauti Cloud‍.
            Click Start.

          u are returned to the Deduplicate Job overview page. The Deduplicate Job you just created appears at the top.

          :info

          Start the job on Plauti Desktop/Server or Plauti Cloud

          you selected 'Run on Plauti Desktop/Server' or 'Run on Plauti Cloud': open Plauti Desktop, Plauti Server or Plauti Cloud and Start the Job.
          un a Job on Plauti Desktop or Server](/support/_questions/3440981)‍
          un a Deduplicate Job on Plauti Cloud](/support/_questions/1666106)‍

          te that if you added Auto Merge or Auto Convert, the Auto Merge/Convert job that follows after the Deduplicate job is finished needs to be started manually as well, because the user permissions for merging need to be checked first.

          Deduplicate Job or Auto Merge/Convert job that is still waiting to be started will show status "Holding" in the Deduplicate Job Overview.
          :

          running job will have status "Processing" on the Deduplicate Job overview page. Once it's done, it will show status "Completed".

          u can now view the job results, and merge or convert duplicate records. See Deduplicate Job Overview‍ and Deduplicate Job Results Overview‍ for all options.

          :info

          Notifications for finished jobs

          u can set up an email notification to be sent once a job has finished. Read more here.‍
          :

          :info

          Running both D365 and Salesforce jobs

          you are using both Dynamics 365 and Salesforce, you can use Plauti Deduplicate in both environments. Plauti Desktop, Plauti Server and Plauti Cloud all can handle Deduplicate Jobs from both sources intermingled.
          :**