The Cross-Entity Search feature lets you find duplicate records across multiple Entities. For example, when creating a new Lead, use Cross-Entity Search to check whether that Lead already exists in your environment as a Contact.
Cross-Entity Search uses the Scenarios of the match entity (Contact or Account) to determine when two records should be considered potential duplicates.

For now you can only use a cross-entity search in the duplicate prevention features; the entities to search in are limited to Lead as source entity, and Contact and Account as match entities. In future versions you will be able to run a cross-entity job, search in more entities, and convert cross-entity duplicate Leads into the existing Contacts or Accounts.

Setting up Cross-Entity Search is done in two steps:

1. Enable Cross-Entity Search in the source entity (Lead) for each match entity where you want to use it (Contact or Account).
2. Map the fields that Cross Object will use to compare records of different entities.

Prerequisites

• You have set up Scenarios for the match entities.
• The entities you want to search in (source and match entities) have been published via Manage Entities.

Enable Cross-Entity Search

1. In the Plauti Deduplicate app, at left, go to Manage Entities .
2. At the source entity (Lead), click Manage >.
3. Go to tab Feature Activation & Setup.
4. Fold open the prevention feature where you want to use Cross-Entity Search. 
   You can enable Cross-Entity Search for all duplicate prevention features except Duplicate Detection for API Inserts.
5. At ‘Configure cross-entity search’, click Edit.
   
6. Select the match entities you want to search in, and move them to the Selected Entities column.
7. Click Save.
   Additional settings appear for the entities you selected.
8. At Applied scenario(s) for <Match Entity> search, select one or more scenarios that will be used to determine when records will be considered duplicate.
9. At <Match Entity> Result Fields, configure the match record fields you want to display when a potential duplicate record was found.
10. At Block insert if duplicate <Match Entity> is found (if present) decide if you want to prevent saving the new record when a duplicate was found in the match entity.
11. At Applied scenario(s) for triggering block due to a duplicate <Match Entity> (if present), select one or more scenarios that will be used to determine when a record is a duplicate to such an extent that it should be prevented from saving.
12. Repeat steps 4-11 for all features where you want to use Cross-Entity Search.
13. Save and Publish the changes you made.

Map Cross-Entity Fields

Link the fields on the source and match Entities that need to be compared to each other in order to determine whether two records are duplicates. For example, map the Email field on Lead to the Email field on Contact, so that the values of these two email fields will be compared.

Cross-Entity Search uses the scenarios of the match entity (Contact or Account) to determine when two records should be considered potential duplicates. Therefore, map fields that are used in the match entity's scenario's, as many as possible to get the duplicate results you'd expect. 

1. In the Plauti Deduplicate app, at left, go to Cross-Entity Mapping .
2. At the cross-entity mapping line that you want to configure, click Edit.
3. In the <Match Entity> fields column at right (Account or Contact fields), select the fields of the match entity's scenarios.
   In the <Source Entity> fields column at left (Lead fields), select the corresponding fields on the source entity records.
   Click + Add Field to add another field line.
4. Click Save, and Save again.
5. Repeat steps 2-4 for the other entities where you want to use cross-entity search.

Find Duplicates across different Entities

Before using Cross-Entity Search when creating or updating records:

• Make sure you have configured both steps listed above, Enable Cross-Entity Search and Map Cross-Entity Fields, for all Entities you want to include in cross-entity searches.
• Check if the Search Index needs to be updated. 

When duplicates are detected for a record, either within or across entities, they will be displayed on its Duplicates Found tab.