Question:
Plauti Deduplicate doesn't work anymore. For example, Deduplicate Live does not show any results on a record, Deduplicate Job gives no results, and when I search for a record in the Salesforce search bar, nothing shows up.
Answer:
This is usually related to Salesforce's Einstein Search feature. You can confirm that your problem is related to this by going to Salesforce Setup > Einstein > Einstein Search > Search Manager > Analytics. If the Storage Size there states '0B', or if you get errors when clicking any of the Index Management items at left, this is indeed the case.
There is a workaround that will partially solve this: add the Objects you use most often in PD to a custom query configuration in the Einstein Search settings. There is a maximum of 5 Objects that can be added per configuration.
Note that it will take a while before Plauti Deduplicate is working again for the added Objects, generally between 30 minutes to a couple of hours.
Another workaround could be to disable a few Einstein Search settings, but this does not always have the desired effect.
Both workarounds are explained below.
Workaround 1:
Add Objects to always search to custom configurations (available for max 5 Objects).
- In the Salesforce Setup, go to Einstein > Einstein Search > Search Manager > Query Configurations (Manage Custom Configurations).
- Click the Configuration you want to update, or create a new one.
- In the Object column, next to Always Search, click the " + " or Edit icon.
- The "Select Objects to Always Search" window opens.
- Move the five Objects you use most often in Duplicate Check to the Selected Objects column at the right.
- Click Save.
- Repeat for all configurations that apply to profiles that make use of Plauti Deduplicate.
- Wait a while (30 minutes to a couple of hours) until PD is working again for the added Objects.
Workaround 2:
Disable Einstein Search settings (is not always effective).
- In the Salesforce Setup, go to Einstein > Einstein Search > Settings
- Untick the settings Personalization, Actionable Instant Results, and Natural Language Search.
- Click Save.