The Auto Merge feature lets you automatically merge duplicate records that scored above a threshold level of your choice. Plauti Deduplicate will base its merge choices on the merge rules as defined in the Merge Rules‍ when performing the auto merge. Combine with AI Match Recommendation‍ for added certainty as to which records are actual duplicates.

Add Auto Merge to a job to run automatically, or run it manually from the job results after reviewing the results first. 

Using Auto Merge in a (Scheduled) Job

You can run Auto Merge automatically right after running a job, by including it in the job configuration. After configuring in the job configuration, the Auto Merge will run as part of the job process without any user intervention.
However, this is only recommended if you are absolutely sure of the job results you are going to get. Merging records cannot be undone!

Prerequisites

• The Merge Rules‍ have been configured for the Object you are going to merge records for.
• AI Match Recommendation‍ has been enabled (optional).

Add Auto Merge to the job process

To apply Auto Merge right after running a Deduplicate Job, add it during the Deduplicate Job configuration.

To apply Auto Merge right after running each run of a Scheduled Job, add it during the Scheduled Job configuration‍.

Note that if the Deduplicate job is ran on Plauti Cloud or Plauti Desktop/Server, the Auto Merge job that follows needs to be started separately, because the user permissions for merging need to be checked first.

Using Auto Merge for Job Results

Alternatively, run Auto Merge afterwards on the job results, after you reviewed the job results first.

Prerequisites

• You have enabled the Show Quick/Auto Merge Button setting in the General Settings‍.
• The Merge Rules‍ have been configured for the Object you are going to merge records for.
• You ran a Deduplicate Job‍ with results.
• You ran AI Match Recommendation‍ for the job (optional).

Apply Auto Merge to job results

To automatically merge Deduplicate Job results, after a job ran and you reviewed its results:

1. Go to tab Deduplicate Job and find the job where you want to auto merge records.
2. At the job row, at right, click Job Options .
3. In the selectlist, click Start Auto Merge .
   The Auto Merge modal opens. "Job Name" states which job will be auto-merged.
4. Select an Auto Merge Threshold.
   All duplicate pairs in the job that have a matching percentage equal or higher than the threshold will be automatically merged.
5. Add an AI Match Recommendation Status (optional) to only merge records that have the set Threshold as well as the AI Match Recommendation Status you select. Usually you'd only select status 'Duplicate'.
   If the job does not have an AI Match Recommendation advice yet, run AI Match Recommendation first, from the Job Options menu.
6. Add an Object filter (optional) to only merge a subset of records from the job, or
   Add a Duplicate Group filter (optional) to only merge certain duplicate groups (e.g. groups with only two records).
   Read more about Auto Merge Filters.
7. Click Next.

7. In the next step, decide where to process the Auto Merge Job. Based on the number of records in the job, a recommendation is given.
   • Run on Salesforce Platform: for smaller jobs, without any data transfer outside of Salesforce.
   • Run on Plauti Desktop/Server: for large data volume jobs, to speed up the duplicate search process. Runs on your local machine. Read more about running a Job on Plauti Desktop or Server‍‍.
   • Run on Plauti Cloud: for large data volume jobs, to speed up the duplicate search process. Runs on a secure cloud server and has some advantages over Plauti Desktop. Read more about Run a Deduplicate Job on Plauti Cloud‍.
8. Click Next.
9. In the Confirmation window, review the Auto Merge job settings. Click 'Back' to make changes if needed.
10. Toggle Acknowledge to confirm that the job will merge the indicated number of records, and that merging records cannot be undone.
11. Click Start.

You are returned to the Deduplicate Job overview page. The Auto Merge job you just created appears as a subjob for the Deduplicate Job.

At right, click Merge Log  to view the merge log.

Auto Merge, Quick Merge, or Manual Merge?

	Auto Merge is used for automatically merging a large number of duplicate job results. You set a threshold and filters before applying. It will use the rules defined on the Merge Rules‍ page to execute the merge. Auto Merge as an option for job results is only available if enabled in the General Settings‍.
	Quick Merge will directly merge one group or pair of duplicate records, manually selected from the job results, but without any further user intervention. It will use the rules defined on the Merge Rules‍ page to execute the merge. Quick Merge is only available if enabled in the General Settings‍.
	Manual Merge can be used for a large or small number of duplicate job results. For each duplicate group or pair you decide manually which record should be the master record and which field values are kept, and you can add custom values as well.

Remarks about Merging