Setup guide
Everything about setting up Plauti Deduplicate
Articles
Scenario Tester
Try out your scenarios on two records or field values to see if they work as intended. Test a Deduplicate Scenario directly from the Scenarios setup page without needing to run a full duplicate...
Deduplicate Setup page
The Plauti Deduplicate configuration options are located on the Deduplicate Setup page. Users who are not a Salesforce Administrator can view the settings in Deduplicate Setup, but not edit them....
Plauti's AI-Assisted Features
Find out more about the different AI-assisted features in the Plauti apps, and when to apply them. Plauti offers several AI‑assisted features across its data management apps, and more are on the...
AI Features and Data Processing
Find out how Plauti takes care of data when you use Plauti's AI-assisted features. In short: Plauti's AI features are designed with privacy at the forefront. For the AI features that adhere to our...
AI Scenario Builder
Build sound scenarios with the help of Plauti's AI Scenario Builder assistant. Discuss what the best settings would be for a new scenario, or ask for advice on existing ones. Scenarios are the...
Enabling AI Recommendation Features
Plauti's AI Recommendation features, such as AI Merge Recommendation, AI Match Recommendation, and the AI Scenario Builder, provide AI-generated, contextual assistance for Plauti Deduplicate. To...
AI Match Recommendation
AI Match Recommendation provides AI-generated matching recommendations for Deduplicate Job results. The AI Match Recommendation feature is available for the Premium and PDM editions. AI Match...
AI Merge Recommendation
AI Merge Recommendation provides AI-generated, contextual field merge proposals in the Manual Merge modal. The AI Merge Recommendation feature is available for the Premium and PDM editions. AI...
DC Objects and their use
Duplicate Check employs a number of custom objects for its day-to-day use. If you are wondering what these objects do, and whether you can do without them as a means to save space, read on below....
Synonym Matching
Synonym Matching is available for Premium and PDM licenses. Synonym Matching lets you define words that are different from each other, but that should be considered duplicates of each other. For...
Account Hierarchy and matching
This feature is only available for the Premium edition. Account records can be marked as being related to each other via Account Hierarchy. Such records are likely to have many details in common,...
Plauti Analytics
Help Plauti improve its products and services by sharing analytics about the use of Duplicate Check. The analytics are fully anonymized and cannot be traced back to you.
Deduplicate Job Export for Custom Objects
To be able to export results of a Deduplicate Job that ran on a custom object, you need configure two extra fields on the 'Plauti Deduplicate Duplicate' (dupcheckdc3Duplicatec) object. If you are...
Merge Rules
The full set of Merge Rules as described below is available in our Premium and PDM editions. If you don't have a Premium or PDM subscription, feel free to apply for a trial. When merging records...
Deduplicate Analytics
Get extensive, detailed insight in duplicates found, records merged and records converted over a period of time. Compare with previous months to see how the battle against duplicates evolves. In...
Index Grouping for the Search Index
Please only use this feature if the Support team indicated this would be very useful. When a duplicate search, in particular a search based on a scenario with "fuzzy" Matching Methods, is not...
Export / Import Duplicate Check configuration
The new Export / Import feature in Duplicate Check lets you transfer entire configuration sets between different Salesforce ORGs. For example, create an entire configuration in a sandbox and...
When to exclude a field from the Search Index
You can exclude fields from being taken into account in the Search Index. Learn more about when to exclude a field from the Search Index in this article. Duplicate Check uses the Search Index to...
Getting started with Plauti Deduplicate for Salesforce
Thank you for trying Plauti Deduplicate! In this article, you will find a step-by-step getting started guide, to make sure everything in Plauti Deduplicate (PD), from duplicate prevention to batch...
Decrease the runtime of large DC jobs
When running a Duplicate Check job, Duplicate Check searches your database for duplicate records. The runtime of your DC job is affected by database size, the applied scenarios, the number of...
Web to Lead
Web to Lead Duplicate Prevention is available in our Advanced and Premium Edition. The Web to Lead Duplicate Prevention feature analyses all incoming records for duplicates before their entry into...
Object Settings
On an Object's Settings page, you can enable and configure PD features for that specific object. Next to the General Settings, that apply to all of Plauti Deduplicate, there are a number of...
General Settings
This page explains a number of important settings that can affect the workflow of Plauti Deduplicate. Enable, disable or configure other internal PD features. The general Settings in Deduplicate...
Audit Logging Dashboard
The DC Audit Logging Dashboard is available in the Premium Edition as an add-on. Click here for a direct link to install the add-on. Example of the Audit Logging Dashboard The dashboard generates a...
Audit Logging
Plauti Deduplicate Audit Logging is available in the Premium and PDM editions. For anything to appear in the Audit Log, you first need to enable PD Audit Logging. Example of the Audit Log PD Audit...
Setup Check
DC Setup Check is a tool that checks for internal errors in the Duplicate Check App. This tool is useful when something that was already configured in your current scenarios was deleted or changed...
License
At the DC License page you will find information about your current Duplicate Check edition, license expiration date, your ORG ID, all the features included in your current edition, and more. Go to...
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...
Result Fields
The fields defined at the Result Fields tab of Object Settings are the fields that are shown whenever Duplicate Check return results. These fields are also included in the returned record result...
Record Types
The Record Types feature is available in our Premium Edition. Plauti Deduplicate works with Record Types too. If you have Record Types enabled for a certain Object in your Salesforce Org, the...
Search Index
The Search Index is available in the Premium and PDM editions. When creating a search index, Plauti Deduplicate creates a key (hash) for every record in your object. The key is created based on...
Matching Methods
Matching Methods are available in the Premium and PDM editions. The Free edition supports 'Exact' matching only, which is also explained below. Matching Methods are algorithms used by Plauti...
Scenarios
This article is also available as a How-To video. Watch it here. Plauti Deduplicate uses scenarios to identify duplicate records in Salesforce. In a scenario you decide which fields and which logic...
Object Configuration
Learn more about the object-specific settings for Plauti Deduplicate. Next to the General Settings, that apply to all of Plauti Deduplicate, there are a number of settings and features that can be...
Predefined Filters
Use a predefined filter to search within a subset of data. Define the filter once, and reuse it in a number of places, such as in a Deduplicate Job filter, the Overall Job Results, the Embedded...
Deduplicate Entry - URL Addressable
The Deduplicate Entry Lightning Component can be accessed via a URL that can be built up with several parameters to configure the form. Create a link that opens a Deduplicate Entry page for a...
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...
Why you need to check your record limit
As can be found on our pricing page, Plauti Deduplicate’s pricing is based on the record count of an organization instead of users. The record count shows how many records are found in Salesforce...
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...
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...
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....