How-To's
How-to guides for configuring Plauti Deduplicate, automating workflows, managing duplicate detection, customizing results, resolving issues, and optimizing Salesforce data management.
How to enable setting a parent record from a related list in Deduplicate Entry
Enable automatic parent-record selection in Deduplicate Entry when creating records from a Salesforce record page layout.
How to disable the Plauti Deduplicate triggers for actions executed by a certain (system) user
Learn how to disable all Plauti Deduplicate triggers for a specific Salesforce user, including adding the checkbox to the User page layout and enabling it for API-driven actions.
How to enable Case Merge in Salesforce
Enable Salesforce Case Merge, configure what happens to duplicate Cases, and prepare Plauti Deduplicate to merge Cases by integrating it with the Case object.
How to change the default subject line and message in Share Results
Configure custom default subject lines and messages for shared deduplicate job results and merge pages, including language-specific translations, supported tags, and line-break formatting.
How to use a predefined filter on a custom object results list
Configure two lookup fields and rerun the deduplication job to apply a predefined filter to custom object results lists.
How to automatically open groups when opening the batch results page
Learn how to configure Plauti Deduplicate to automatically expand duplicate groups and fetch records when opening a batch results page.
How to retrieve deleted records from Salesforce recycle bin
Learn how to access Salesforce’s Recycle Bin, find deleted records, and restore them within 15 days, including key limitations and when to use Plauti Restore.
How to store the Search Index in Custom Objects
Learn how to create a Deduplicate Index field on a Salesforce Custom Object and configure Plauti Deduplicate to store, create, and update its Search Index in the object records.
Create an email notification for every time a Deduplicate Job is completed
Set up Salesforce email notifications for completed Deduplicate Jobs by creating an email template and workflow rule, including alerts for individual runs of scheduled jobs.
How to resolve known issues related to Plauti Deduplicate
Find solutions for common Plauti Deduplicate issues, including merge errors, Salesforce limits, permission failures, session timeouts, CPU limits, and duplicate-check settings.
Filter on records associated with a Campaign
Filter Deduplicate Jobs by Campaign to run Lead or Contact checks only on associated records, using the In Campaign option and a selected Campaign.
How to check for similar Phone numbers in multiple fields upon entering a new record
Learn how to compare phone numbers across multiple fields by creating a combined formula field, configuring duplicate prevention, and rebuilding the search index in Plauti Deduplicate.
How to check for a similar Email address in multiple fields upon entering a new record
Configure a combined email formula field, duplicate prevention scenario, and search index to detect matching email addresses across multiple fields when creating or updating records.
How to refresh your Deduplicate license
Refresh your Plauti Deduplicate license after subscribing to Premium or PDM by navigating to Deduplicate Setup > License and selecting Refresh License.
How to enable Deduplicate Audit Logging
Enable Deduplicate Audit Logging to track Plauti Deduplicate activity, review logged actions, and filter audit records by selected criteria.
How to find duplicate records based on email address field only
Learn how to configure an email-only matching scenario and run a Deduplicate Job to find records with identical email addresses.
How to set up Web to Lead Duplicate Prevention
Set up Web to Lead Duplicate Prevention in Salesforce by adding the required form code, applying matching scenarios, and reviewing detected duplicates in job results and the Audit Log.
How to reduce storage space taken by Plauti Deduplicate
Learn how to reduce Salesforce storage used by Plauti Deduplicate by changing search index storage, deleting completed jobs, and removing temporary files.
How to find your Salesforce Organization ID
Find your Salesforce Organization ID in Deduplicate Setup or Salesforce Lightning Setup by locating it under License or Company Information.
How to grant login access to Plauti Support
Learn how to grant Plauti Support temporary login access in Salesforce Lightning or Classic and provide your Salesforce Org ID to help investigate a support case.