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Using Filter Match Results to Remove Duplicates Created by Batch Insert  

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Ashley Sierant
(@ashley-sierant)
Data Super Hero Admin
Joined:1 year  ago
Posts: 89
September 6, 2017 1:56 pm  

We occasionally have customers who will insert a list of records and unintentionally create duplicates in the process. A deduplication job ultimately needs to take place, but it can be time consuming to dedupe all records in an object just to find those duplicates that were inserted via the batch insert.  

The Filter Match Results option in Single Table Dedupe allows criteria to be set up so that the results grid will only return groups where at least one of the records matches the criteria. For this particular example, your criteria would need to compare all records with a Created Date of Today against all other records in the object.  See screen shots below for a visual. 

Filter Match Results setup: 

Results Grid: 

Filter Match Results is covered at length in the Single Table Dedupe Advanced Concepts Webinar

To prevent duplicates from being inserted on the front end, the Find/ReportIDs module allows for comparing a spreadsheet of data against any object in Salesforce.  This can help find duplicates prior to inserting new records.  

Need Single Table Dedupe training? Visit our training calendar to register or view a previously recorded session. 

Edited: 10 months  ago

Ashley Sierant
Customer Success Manager
CRMfusion, Inc.


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James
(@tarot71)
New Member
Joined:4 months  ago
Posts: 2
March 7, 2018 5:42 pm  

Can you filter on encrypted fields if you have sys admin access? I ask because i'm attempting to do so but the field is not available in the Add Conditions list. It is available in the 'fields to show on found duplicates'.


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Olivia Hinkle
(@oliviahinkle)
Data Super Hero Admin
Joined:1 year  ago
Posts: 305
March 14, 2018 10:02 am  

@tarot71

Encrypted fields, like long text area fields, cannot be used to create conditions. They are viewable only.

Thanks,

Olivia

Olivia M.J. Hinkle
Product Adoption Manager
Validity


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