Using Filter Match Results to Remove Duplicates Created by Batch Insert
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:
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.
Customer Success Manager
Encrypted fields, like long text area fields, cannot be used to create conditions. They are viewable only.
Olivia M.J. Hinkle
Product Adoption Manager