Setup guide

Set up Plauti Deduplicate in Salesforce by configuring attributes, analyzing records, creating scenarios, preventing duplicates, running jobs, and optionally integrating with Apex or REST APIs.

Deduplicate Setup explains how to access and manage Plauti Deduplicate configuration, including objects, AI features, analytics, logs, matching lists, settings, licensing, setup checks, and transfers.

Configure Plauti Deduplicate’s organization-wide settings for duplicate prevention, merging, search indexing, Apex plugins, triggers, analytics, caching, and critical updates.

Configure Plauti Deduplicate per object by managing scenarios, settings, result fields, merge rules, direct processing, cross-object matching, search indexes, and filters.

Configure object-specific Plauti Deduplicate settings, including security, search indexing, merging, conversion, object filters, and deleting an object configuration.

Learn how to create and configure Plauti Deduplicate scenarios, including thresholds, fields, matching methods, empty values, weighting, and applicable features.

Try out your scenarios on two records or field values to see if they work as intended. Test a Deduplicate Scenario directly from the Scenarios setup page without needing to run a full duplicate

Explore Plauti Deduplicate matching methods, including exact and fuzzy algorithms, field-specific options, scoring, scenario setup, and Search Index requirements.

Search Index setup covers configuration, storage options, creation, and incremental updates, helping you improve duplicate detection and keep indexes current after scenario changes.

Learn when excluding common-value fields improves duplicate searches and how to enable the setting, configure fields in a scenario, and rebuild the Search Index.

Index grouping narrows duplicate-search results in large orgs by combining fields with AND logic; learn when to use it, enable the setting, and configure groups for scenarios.

Configure Record Types in Plauti Duplicate Check to control matching scenarios and determine which Salesforce record types are compared.

Configure Result Fields to control which fields appear in Duplicate Check results, exports, and merge assessments, and learn how to add, remove, search, and reorder fields per object.

Configure Merge Rules to select master records, choose field values, group fields, retain duplicates, apply fallback logic, and enable AI recommendations for manual and automated merges.

Enabling AI Recommendation features covers signing the DPA, configuring settings and user access, and disabling or hiding the features in Plauti Deduplicate.

Learn how Plauti’s AI features process data, including DPA requirements, access limits, encryption, deletion, training exclusions, review controls, and handling for user-managed AI actions.

Explore Plauti’s AI-assisted features, compare managed and user-managed options, understand data handling, and choose tools for deduplication, record automation, and attachment analysis.

Learn how to enable, configure, and use AI Merge Recommendation for manual, automatic, and direct merges, while reviewing AI suggestions before applying changes.

Learn how AI Match Recommendation evaluates duplicate pairs, how to enable and run it, interpret its advice, and use recommendations to guide manual or automatic merges.

Learn how to enable Plauti’s AI Scenario Builder, create and refine deduplication scenarios through conversation, and improve existing settings with AI-generated recommendations.

Learn how Frequent Words exclude common terms from duplicate scoring, configure custom lists, distinguish them from synonyms, and apply them to fields in deduplication scenarios.

Create and manage synonym lists, apply them to scenario fields, and test duplicate searches so variants such as names, countries, and abbreviations are matched correctly.

Configure Direct Processing to automatically merge or convert duplicate records from supported channels using scenarios, thresholds, merge rules, and optional AI recommendations.

Unique Import compares Salesforce imports with existing records, helping you enable matching scenarios, review duplicate results, and merge or convert records without losing data.

Web to Lead Duplicate Prevention explains how to add the required HTML field, configure a Web-to-Lead scenario, and review or merge duplicate leads before they enter Salesforce.

Learn how to configure Cross Object, map comparison fields, and find and merge duplicate Salesforce records across standard and custom objects.

Learn how to add Deduplicate Live to Salesforce record layouts, meet prerequisites, configure scenarios, and troubleshoot real-time duplicate detection for your records.

Configure Deduplicate Entry to detect duplicates in real time, review matching records, and optionally block or override record creation and updates in Salesforce.

Learn how to build URL-addressable Deduplicate Entry forms in Salesforce, configure objects and record types, pre-populate fields, and define success or cancel destinations.

Learn how Plauti Deduplicate Audit Logging records user actions after setup and how to view, refresh, filter, and delete logs by user, audit type, object, record, or date in Salesforce.

The Audit Logging Dashboard shows Duplicate Check activity, including records merged and converted by period, object, and user, with charts and statistics.

Learn how database size, scenarios, index search results, and Salesforce performance affect Duplicate Check job runtime, plus ways to speed up large jobs.

Learn how Plauti Deduplicate’s record limit affects duplicate detection, check whether it covers your Salesforce records, and understand what to do when the limit is exceeded.

Configure Account Hierarchy exclusion in Plauti Deduplicate to prevent related accounts from appearing as potential duplicates, including prerequisites and index creation.

Export and import Duplicate Check configurations between Salesforce orgs, create backups, review included settings, and resolve common import errors.

Learn how to embed and configure a filtered Overall Job Results list in a Salesforce Lightning page for duplicate results, with sorting, visibility, and user access options.

Configure Plauti Deduplicate for a Salesforce custom object by adding required fields, Apex automation, search indexing, and optional check, merge, export, and reparenting features.

Configure Match Object and Source Object lookup fields to enable exporting Deduplicate Job results for custom objects, including how to rerun existing jobs after setup.

Deduplicate Sandbox licenses Plauti Deduplicate offers 10 free sandbox licenses for your sandboxes. If you are using PDM, please contact Plauti Support if you need more than 10 sandbox licenses.

DC Setup Check identifies and automatically fixes Duplicate Check App configuration errors caused by deleted or changed Salesforce settings, helping restore current scenarios.

The DC License page shows your edition, expiration date, Org ID, and available features, and explains how to refresh a changed license, review feature details, upgrade, and link a Sandbox org.

Explore duplicate records, merges, and conversions over time, compare monthly trends, and measure the percentage of incoming records identified as duplicates.

Learn how sharing fully anonymized Duplicate Check usage analytics helps Plauti improve its products and services without tracing data back to you.

Learn what Duplicate Check custom objects store, which ones must be retained, how to manage audit and temporary data, and how index storage affects space usage.

Predefined filters let you define reusable criteria, combine filter logic, manage filters for objects, and apply them to jobs, results, and API searches, including custom objects with added setup.

Salesforce Classic is no longer supported for Plauti apps and features; learn which functionality is affected and what to consider when configuring Classic-based features.