Object Settings

Last published at: 2024-02-23 10:51:48 UTC
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On the Object Settings page, you can disable, enable and configure several DC features for a specific object.

Configure *Object* Settings

Search Index With this setting enabled you can create a Search Index. Learn more in this article.
Cross Object The Cross Object feature lets the user find duplicates between different objects. Learn more in this article.
Exclude accounts that are connected via Account Hierarchy as potential duplicates
 When this setting is enabled, accounts that are connected with each other via Account Hierarchy will not be shown as potential duplicates. Read more in this article‍.
Unique Import / API Bulk Insert After enabling the Unique Import feature, DC will be able to match your imported data with your existing data. After analyzing the data, it allows you to merge the duplicate records. Learn more in this article.
 API Single Insert  After enabling the API Single Insert feature, DC will be able to match a single record import with your existing data. After analyzing the data, it allows you to merge the duplicate records. 

The following settings are visible after enabling the 'Show Advanced Settings' button at top right.

Watch this short video of how to enable Object advanced settings.

General

Chunk Size
 When running a Duplicate Check Job, the job is divided into chunks to make the process more stable. Do not change this setting, unless you are instructed to do so by our Plauti Support team.

Security

Enforce Sharing Rules and Field Level Security When set to false, Duplicate Check will bypass the sharing rules and field level security. 
Override CRUD when performing a merge All users can merge when they have read access to the record. 

Override sharing rules when merging records. The user needs at least Read access to be able to merge records.

 Allow users to merge records even if they do not have the proper edit/transfer rules applied.
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Learn how to solve insufficient access rights when merging records in this article.

Index

Search Index with Wild Card

  If enabled, Duplicate Check index search will return partial matches. 
Index creation for single records.

Determines when the Index creation will start. You can let DC decide when by choosing:

"DC Determines the best option" - Duplicate Check decides when the index is updated.
"Directly. Index is Directly available" - The index is updated right away.
"In the background. There is a delay in Index creation" - Index is updated in an apex job, started whenever Salesforce allows it to start.
Number of records returned in index search  Decides how many records Duplicate Check returns in the first step of the search procedure. Do not change this, unless you get instructions from our support team.
Chunk size in Index Creation job  Determines the chunk size of the index creation job. Do not change this, unless you get instructions from our support team.
Index Location The location where the Search Index will be stored. 
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Learn more about the Search Index in this article.

Merge

NORMAL OBJECT

Clone Feed Items upon Merge  Will clone the "Chatter" feed when merging records that have any. 
Ignore these fields when merging  You can select multiple fields that will not be visible on the merge page.

CUSTOM OBJECT


Clone Feed Items upon Merge Will clone the "Chatter" feed when merging records that have any. 
Ignore these fields when merging  You can select multiple fields that will not be visible on the merge page. 
Unique merge these related objects You can select a lookup field of the related object. When merging two records, and the related records have the same value in the lookup field, then only the related record of the master record is kept.
Do not merge these related objects You can select multiple related objects that will not be included in the merge process. The related record of the loser record will be orphaned.
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Learn more about merging rules in this article.

Object Filter

By setting an Object Filter, only records that meet the filter criteria can be matched as a duplicate. 

For example, set an object filter on the 'country' field, where type is 'equal'. Now, only records that have the same country value are considered as a potential duplicate record. 

The Object Filter only works if the Search Index is enabled and up-to-date for the object. See above, or read more here‍. Furthermore, the filter can be applied only to single object searches. It does not work for Cross Objects.

Type

None

 No filter applied.

Not Equal
 Only records where the values of the selected field are not equal to each other are considered as a potential duplicate record.

Equal
 Only records where the values of the selected field are equal to each other are considered as a potential duplicate record.

Value Equal
 Only records where the values of the selected field are equal to the selected value are considered as a potential duplicate record.

Value Not Equal
 Only records where the values of the selected field are not equal to the selected value are considered as a potential duplicate record.
Field Select a field. 
Value
 Select a value.
 Only for types 'Value Equal' and 'Value Not Equal'.

Delete

Delete Configuration
  Deletes the current *Object* Settings configuration.

Click here to watch a short video of how to delete an Object from DC Setup.