The Direct Processing feature is a prevention tool that automatically merges and converts duplicate records at entry point without any user interaction.
Convert and Merge Settings
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Apply direct convert/merge on |
For which channel you want to apply the Direct Processing feature. |
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Direct convert with the Convert Status |
The status that will be applied to the converted records. |
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Direct convert/merge if the score is equal or higher |
The duplicate records found will be processed by the Direct Process feature only when the matching score of the duplicates is equal to or higher than the threshold number. |
It can process records entering your Salesforce environment from Web-to-Lead, Unique Import / API Bulk Insert, or API Single Insert feature.
For both 'convert' and 'merge' processing, you can choose from the following channels.
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API / Apex Insert / Update |
By choosing to apply direct convert or direct merge to API / Apex Update / Apex Insert, all duplicate records created via API will be merged or converted automatically from the threshold level of your choice. |
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Unique Import |
By choosing to apply direct convert and/or direct merge to Unique Import, all duplicate records imported via any import tool will be merged or converted automatically from the threshold level of your choice. |
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DC Apex API |
By choosing to apply direct convert and/or direct merge to DC Apex API, all duplicate records created via the DC API will be merged or converted automatically from the threshold level of your choice. |
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Flow |
By choosing to apply direct covert and/or direct merge to Flow, all duplicate records created via DC Flow Actions will be merged or converted automatically from the threshold level of your choice. |
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Web to Lead |
By choosing to apply direct convert and/or direct merge to Web-to-Lead, all duplicate records created via the Web-to-Lead process will be merged or converted automatically from the threshold level of your choice. |
All actions performed by the Direct Processing feature, all duplicate records merged and converted, can be viewed on the DC Audit Logging page.
