When importing any records into Salesforce, it is likely that some records will match your existing data, creating duplicates in your Salesforce Organization. Plauti Deduplicate for Salesforce comes with the Unique Import feature, which matches your imported data with your existing data. After analyzing the data, it allows you to merge the duplicate records. Import data without worrying, let Plauti Deduplicate for Salesforce do the job and keep your data quality as high as possible.
Enable Unique Import
First, enable the Unique Import setting.
- In Plauti Deduplicate, go to the Deduplicate Setup tab.
- At left, at Object Setup, select the Object you want to enable Unique Import for.
- Go to the *Object* Settings tab and Enable the Unique Import / API Bulk Insert setting.
- Switch to the *Object* Scenarios tab and make sure you have applied at least one scenario to the Unique Import feature.
Import Records and Search for Duplicates
After enabling the Unique Import feature, you are ready to import records.
Plauti Deduplicate works with any import tool available, like the Salesforce Data Import Wizard or Dataloader.io. Or simply use Plauti's Import Data Flow via Plauti Cloud, Desktop or Server.
When importing using the Salesforce Data Import Wizard or other data importing tools, make sure to import the records as new records and not as an 'update' to existing records.
After importing records, a 'Unique Import' job will automatically start at the Deduplicate Job Overview page that searches for duplicates. If Cross Object is enabled for the imported Object, a cross-object job, that searches for duplicates in other Objects, will be started as well.
Note that the Unique Import job is only started after a bulk import of 2 or more records; it will not start after importing a single record.
If you abort the Unique Import job, or if the job does not manage to complete for some reason, a 'Unique Import' button appears. After clicking this button, the Unique Import job will continue.
Review and Process Results
If you're not there yet, go to tab Deduplicate Job to review the job results.
If duplicates were found (based on the scenarios you applied to 'Unique Import / API Bulk Insert'), a job will be displayed in the Job Overview titled 'Unique Import / API Bulk Insert <date and time>'. Review the results like you would with other Deduplicate jobs, and merge or convert records if needed.
If no duplicates were found, the job is not shown.