AI Merge Recommendation uses artificial intelligence to suggest the most suitable field values when manually merging duplicate records, analyzing all selected records holistically for improved accuracy. When enabled, relevant record data is securely sent to Plauti's AI provider, who returns field-by-field recommendations with clear explanations. AI suggestions are always visible for review, and require your confirmation before any changes are applied. No automatic merges will occur.

The Manual Merge page suggests a master record and field values to keep based on the Merge Rules, such as “shortest value” or “Most recently updated”. However, these values are not always the values you want to keep. Plauti AI Merge Recommendation considers the full context of the records to merge, resulting in more useful merge suggestions.

To comply with privacy regulations, enabling this feature requires signing a Data Processing Agreement (DPA), ensuring your data is processed lawfully and securely. AI Merge Recommendation can be accessed after the DPA is signed.

Enabling AI Merge Recommendations

• First toggle the AI Merge Recommendation setting to sign the DPA; 
• Then, after signing the DPA, toggle the setting again to actually enable it. 

To enable the AI Merge Recommendations feature:

1. In Plauti Deduplicate, go to Deduplicate Setup > General Setup: Settings.
2. In the ‘Merge & Convert’ section, toggle AI Merge Recommendation.
3. In the confirmation window, click Sign Data Processing Agreement.
   The Plauti Data Processing Agreement page opens.
   
   
    
4. Click Log in to Salesforce. Log in using the login data for the Org where you want to use AI Merge Recommendation.
   Note that for some Sandbox environments you might need to use the “Use Custom Domain” option.
5. When requested by Salesforce, click Allow to allow access.
   You are logged in to the Plauti Data Processing Agreement page.
6. Read the Data Processing Agreement. You can download it for safekeeping as well.
7. Tick
   • “I am authorized to accept the Data Processing Agreement on behalf of my organization”
   • “I agree to the terms of the Data Processing Agreement”
8. Enter your Name and Title.
9. Click Proceed .
   You are returned to your Salesforce Org.
   
   
    
10. Open Deduplicate Setup > General Setup: Settings again.
11. In the ‘Merge & Convert’ section, toggle AI Merge Recommendation to Active again.

The AI Merge Recommendation feature is now enabled for Manual Merge.
Continue by configuring the Merge Rules.

Configuring AI Merge Recommendation

AI Merge Recommendation can be used in up to ten merge fields. Either let AI Merge Recommendation decide which fields to use, or configure fixed fields that can use the feature.

Let AI Merge Recommendation decide

You can let the feature decide for itself which fields are most useful to apply AI Merge Recommendation to. In that case you do not need to configure anything. In the Merge Rules settings of each Object, for each field, the toggle in the ‘Include In AI Merge Recommendation’ will be set to ‘No’, and AI Merge Recommendation will decide on a case-by-case basis whether to include a field or not.

Set fixed fields for AI Merge Recommendation

You can configure up to ten fields that can use AI Merge Recommendation. 

1. Go to Deduplicate Setup.
2. At left, select the Object you want to configure AI Merge Recommendation for.
3. Go to tab Merge Rules.
4. Find the fields you want to use with AI Merge Recommendation.
5. At each field (maximum: 10), at right, toggle Include in AI Merge Recommendation.
   
   
    
6. Repeat for each Object where you want to use AI Merge Recommendation with set fields.

Using AI Merge Recommendation

After signing the Data Processing Agreement and enabling the setting, the AI Merge Recommendation button will be activated in the Manual Merge modal. Click to generate AI-based merge suggestions.

1. In the Manual Merge modal, at the top, click Plauti AI - Merge Recommendation .
2. The field values that AI Merge Recommendation suggests using are highlighted in blue-purple. 
3. Hover over the Information icon in each recommended field to review the reason for selecting this specific value over the others.
4. If you don't agree you can always select a different field value instead.
5. When all field values that you want to save to the master record are selected, click Merge.

The records will now be merged into the master record, with the values you and AI Merge Recommendation selected.

In the example below, the user first selected ‘Cumnoock’ as the City value to keep. AI then suggests to keep ‘Cumnock’ instead and explains its reasoning.

“The master record value 'Cumnock' is correctly spelled and matches one other record, while 'Cumnoock' appears to be a typographical error. Therefore, 'Cumnock' from the master record is preferred.”

Disabling AI Merge Recommendation

You can disable AI Merge Recommendation, which will render the ‘Plauti AI - Merge Recommendation’ button in the Manual Merge modal grey and unresponsive. Or you can opt to fully remove the button, as well as the setting, from view. 

Disable the button

1. In Plauti Deduplicate, go to Deduplicate Setup > General Setup: Settings.
2. In the ‘Merge & Convert’ section, toggle AI Merge Recommendation to Inactive.

The ‘Plauti AI - Merge Recommendation’ button in the Manual Merge modal is now displayed grey and unresponsive.

Hide the button

1. In Plauti Deduplicate, go to Deduplicate Setup > General Setup: Settings.
2. In the ‘Merge & Convert’ section, toggle Hide AI.

Both the ‘Plauti AI - Merge Recommendation’ button in the Manual Merge modal, and the ‘AI Merge Recommendation’ setting in Deduplicate Setup, are now hidden from view.

Troubleshooting

Problem: 

The Plauti AI - Merge Recommendation button is greyed-out and unresponsive 

Answer: 

Hover over the Information icon to see the reason for this. AI Merge Recommendation might be unavailable because

• It is disabled in Deduplicate Setup
• The DPA has not been signed yet
• It is not available for your license