Usage Guide
Find out how to use Plauti Deduplicate
Articles
Deleting Jobs
Plauti Deduplicate can take up some storage space in your Salesforce Organization. One way to clear up storage space is by deleting old jobs from the Job Overview. Once you have reviewed and merged...
Scheduled Job Overview
The Scheduled Job Overview page shows you all active and inactive Scheduled Jobs. Check the status and details of your scheduled jobs, edit your scheduled jobs, run a scheduled job once outside of...
Discard Records
If you come across a group of records with false positive results, you can discard one or more records from the group. Discard records only for the current duplicate search, or for all future...
API Single Insert / Update
The 'API Single Insert' feature detects duplicates that enter your Salesforce Environment from API’s. The record can be new or an update to an existing one. All duplicates found will be presented...
Deduplicate Live
Deduplicate Live does a real-time search for duplicates when opening up a record. Instantly see if there are duplicate records for the record you are currently working in. This feature can be added...
Deduplicate Check
Deduplicate Check (previously known as 'DC Check') is a button that can be added to the page layout to show potential duplicate records for the record you are working on. When viewing a record, you...
Deduplicate Convert
Use the Deduplicate Convert Lightning Component to convert your Leads without creating any duplicate records. Learn more in this user guide. In Plauti Deduplicate, you can convert a Lead from a...
Overall Job Results
The Overall Job Results page is available in the Premium and PDM editions. Overall Job Results lets you manually process duplicate records from all deduplicate jobs you ran, for all Objects, shown...
Deduplicate Results page Groups Filter
At the Deduplicate Job Detail tab, also known as the Deduplicate Job Results page, you can apply a filter to quickly find certain job results. At top right, click Filter . Click Add Filter . Add a...
Deduplicate Job Results Overview
The Deduplicate Job Results Overview page presents an extensive overview of the returned results of a Plauti Deduplicate Job. On this page you can merge or convert duplicate records both manually...
Sharing Deduplicate Job Results
Share Plauti Deduplicate Job results with other Salesforce users within your Org via mail, tasks, or by sharing a direct link. Share an entire duplicate results list, or share a subset by applying...
Schedule a Deduplicate Job
Plauti Deduplicate's Schedule feature is available for the Premium and PDM licenses. Schedule Deduplicate Jobs for finding duplicate records in Salesforce repeatedly and automatically, at a...
Deduplicate Job Overview
The Deduplicate Job Overview page shows you all running and finished Plauti Deduplicate Jobs. Check the status of currently running and finished jobs, view and export job results, automatically or...
Deduplicate Job - Find Duplicates in Batch
Deduplicate Job provides you with extensive options to find and process duplicate records in batch. Run a Deduplicate Job on all records of an object, or a subset of records. Find duplicates across...
Deduplicate Search
Use Deduplicate Search to quickly verify if certain records already exist in your Org. Search for duplicates in objects that are configured in Deduplicate Setup > Object Configuration, and that...
Export Deduplicate Job Results
The Deduplicate Export feature lets you export Deduplicate Job results from Salesforce. Because it makes use of Plauti Desktop or Plauti Cloud, it can handle large amounts of data. Deduplicate Job...
Deduplicate Job Filters
The Deduplicate Job Filter feature is available in the Premium edition only. When creating a Deduplicate Job you can use several filters, such as the Deduplicate Job Filter, the Object Filter for...
Set for Merge
The Set for Merge feature is available in the Advanced and Premium Editions. Since losing records are deleted upon merge, users who do not have delete rights on an Object will not be able to merge...
Auto Convert
The Auto Convert feature is available in the Premium and PDM Editions. The Auto Convert feature lets you automatically convert duplicate records across objects that scored above a threshold level...
Sharing a merge page
Share a specific merge page via tasks, email or by sharing a direct link. To share a merge page with another Salesforce user, enter the merge page you want to share. Then click the share icon at...
Auto Merge
The Auto Merge feature is available in the Premium and PDM Editions. The Auto Merge feature lets you automatically merge duplicate records that scored above a threshold level of your choice. Plauti...
Manual Merge
Did you know that Plauti Deduplicate contains an Auto Merge Feature? The Manual Merge page lets you decide which fields you want to keep in the merging process. All duplicate records in the group...
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...
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...
Location of Plauti Data Processors
Where is your data processed in those cases where it leaves Salesforce or MS Dynamics? Most of Plauti's apps are native, meaning the data that they handle does not leave your Salesforce Org or MS...