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Setup guide | Plauti Deduplicate for Salesforce

Everything about setting up Plauti Deduplicate

How-To's Usage Guide Videos Installation Guide Setup guide Development guide Flow Actions Plauti Cloud, Desktop, and Server Release Notes Troubleshooting Information for Salesforce Classic
Plauti Deduplicate Plauti Context Plauti Assign Plauti Deduplicate Plauti Verify Plauti Restore Plauti Manipulate Plauti Apps Plauti Data Management

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  • Plauti Deduplicate for Salesforce
  • Setup guide

Setup guide

  • Getting started with Plauti Deduplicate for Salesforce
  • Deduplicate Setup page
  • General Settings
  • Object Configuration
  • Object Settings
  • Scenarios
  • Matching Methods
  • Search Index
  • When to exclude a field from the Search Index
  • Index Grouping for the Search Index
  • Record Types
  • Result Fields
  • Merge Rules
  • Enabling AI Recommendation Features
  • AI Features and Data Processing
  • Plauti's AI-Assisted Features
  • AI Merge Recommendation
  • AI Match Recommendation
  • AI Scenario Builder
  • Frequent Words
  • Synonym Matching
  • Direct Processing
  • Unique Import
  • Web to Lead
  • Cross Object
  • Add Deduplicate Live to Your Page Layout
  • Deduplicate Entry
  • DC Entry - URL Addressable
  • Audit Logging
  • Audit Logging Dashboard
  • Decrease the runtime of large DC jobs
  • Why you need to check your record limit
  • Account Hierarchy and matching
  • Export / Import Duplicate Check configuration
  • Embed an Overall Job Results list with filters
  • Set up Plauti Deduplicate for a Custom Object
  • Deduplicate Job Export for Custom Objects
  • Linking a Sandbox org to your PD license
  • Setup Check
  • License
  • Deduplicate Analytics
  • Plauti Analytics
  • DC Objects and their use

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