Configuring Plauti Deduplicate

Manage entities in Duplicate Check by configuring scenarios, settings, merge options, and features, then save and publish changes to activate entity-specific duplicate detection.

Scenarios define how Duplicate Check compares records, including fields, matching methods, empty-field handling, field importance, and thresholds for identifying potential duplicates.

Learn how Plauti Deduplicate’s matching methods compare field values, choose exact or fuzzy logic for scenario fields, and configure the Search Index for fuzzy matching.

Company Name matching compares values case-insensitively, ignores common company abbreviations, and returns 100% or 0% scores; learn how it works, review examples, and see its behavior in DC Jobs.

Configure entity-specific settings in Plauti Deduplicate, including result fields, inactive records, and processes for publishing, removing, or aborting entity setup.

Configure entity-specific merge settings, including master record selection, field value rules, record deletion or deactivation, relationship handling, and manual merge overrides.

Learn how to identify entity relationships that cause merge errors and configure Duplicate Check to ignore them, or remove relationships that cannot be ignored before merging.

Configure Plauti Deduplicate to detect duplicates on save, while typing, when opening records, or through API inserts, and define notifications, blocking, cross-entity searches, and automated merging.

Configure key users to bypass duplicate insert blocks by adding a Boolean user field, enabling the override per entity, and assigning access to selected users.

Configure Plauti Deduplicate’s general settings, including anonymous usage data, audit logs, job page timers and page size, plugin logging, and saving changes.

Review your Plauti Deduplicate license details, refresh a newly changed license, and see included features, record limits, renewal dates, and available upgrades.

Learn how to check, create, and update Plauti Deduplicate search indexes, understand prerequisites and statuses, and troubleshoot indexing jobs for accurate duplicate searches.

Cross-Entity Search helps you configure and run duplicate checks between Leads and Contacts or Accounts, including scenarios, result fields, field mappings, and duplicate handling.

Audit Logs help you enable tracking for merges and converts, review logged changes, delete older entries, and deactivate logging while retaining existing records.