The 'API Single Insert' feature detects duplicates that enter your Salesforce Environment from API’s. The record can be new or an update to an existing one. All duplicates found will be presented in groups on the DC Job page with the option for further action by the user like merge, convert or discard.
API Single Insert can also be combined with our Direct Processing tool, to automatically merge and convert duplicate records at the entry point without any user interaction.
Step 1 Activate API Single Insert / Update prevention
In order to automatically find duplicate records that come in via an API, we have to activate API Single Insert / Update prevention.
- Navigate to DC Setup - *Object* - *Object Settings*.
- Enable "API Single Insert".
- Navigate to the "Scenarios" tab.
- Pick a scenario that you want to use in detecting duplicate records that come in via an API. At "Apply to", make sure you apply the scenario to "API Single Insert / Update".
Step 2 Monitor duplicates, or activate Direct Processing
Now that duplicate prevention is enabled for records that are created via an API, you can monitor incoming duplicate records at the DC Job page.
In our Premium edition, we offer the option to automatically merge incoming duplicate records at the point of entry, using Direct Processing. Find out more.