Usage Guide
Learn how to find, review, process, and manage duplicate records using jobs, searches, filters, automation, exports, sharing, and merge or conversion tools.
Deleting Jobs
Learn how to delete individual, selected, or filtered Plauti Deduplicate jobs, and deactivate or remove scheduled jobs while preserving unprocessed records.
Scheduled Job Overview
Learn to access the Scheduled Job Overview, review job details and status, and activate, deactivate, edit, delete, or run scheduled deduplication jobs once.
Discard Records
Learn how to discard duplicate records temporarily or permanently, classify false positives and relationships, review discarded pairs, and restore them to future searches.
API Single Insert / Update
Configure API Single Insert / Update to detect Salesforce duplicates, review them in Deduplicate Jobs, or automatically merge and convert records with Direct Processing.
Deduplicate Live
Deduplicate Live finds potential duplicates in real time, letting you review, merge, convert, open, or discard records and manage excluded matches in Salesforce.
Deduplicate Check
Deduplicate Check helps identify potential duplicate records using an Object scenario and lets you review, convert, or merge matches before creating duplicates.
Deduplicate Convert
Learn how to use Deduplicate Convert to convert Leads without duplicates, match existing Accounts and Contacts, preserve field values, and optionally create Opportunities.
Overall Job Results
Review and process duplicate records from all jobs in one overview, filter results by object and detection source, compare matches, and manage duplicates with graph views and custom page embeds.
Deduplicate Results page Groups Filter
Learn how to filter and sort duplicate groups by result, score, record details, errors, and other criteria on the Deduplicate Job Results page.
Deduplicate Job Results Overview
Review Deduplicate Job results by group or pair, compare match scores and AI advice, and learn how to merge, convert, discard, share, delete, or process duplicate records.
Sharing Deduplicate Job Results
Share Plauti Deduplicate Job results with other Salesforce users within your Org via mail, tasks, or by sharing a direct link.
Schedule a Deduplicate Job
Learn how to schedule recurring Plauti Deduplicate jobs, configure standard or custom Cron frequencies, choose processing options, and manage automated runs and results.
Deduplicate Job Overview
Manage Deduplicate Jobs by monitoring status, reviewing results and job details, exporting data, restarting runs, merging or converting records, sharing results, and deleting jobs.
Deduplicate Job - Find Duplicates in Batch
Deduplicate Job provides you with extensive options to find and process duplicate records in batch. Run a Deduplicate Job on all records of an object, or a subset of records.
Deduplicate Search
Deduplicate Search helps you find duplicates across configured objects, apply scenarios and record types, review cross-object matches, and merge or convert records.
Export Deduplicate Job Results
The Deduplicate Export feature lets you export Deduplicate Job results from Salesforce. Because it makes use of Plauti Desktop or Plauti Cloud, it can handle large amounts of data.
Deduplicate Job Filters
Configure Deduplicate Job Filters to compare selected records with matching or different subsets and control Auto Merge or Auto Convert with record, group, and predefined filters.
Set for Merge
Learn how Set for Merge lets users without delete rights prepare merges, how authorized users process or update them, and how to disable or configure merge permissions.
Auto Convert
Learn how to configure and run Auto Convert for duplicate records, set thresholds and filters, review results, and understand conversion options and irreversible changes.
Sharing a merge page
Learn how to share a specific merge page with Salesforce users through a task, email, or direct link, and discover how to share complete duplicate-check results lists.
Auto Merge
Learn how to configure and run Auto Merge to combine duplicate records using thresholds, merge rules, AI recommendations, filters, scheduled jobs, and merge logs.
Manual Merge
Manual Merge explains how to compare duplicate records, select a master and field values, use AI recommendations or custom entries, review results, and complete merges with access controls.
Start a Cross Object job
Learn how to configure and run a Plauti Deduplicate Cross Object job, including object and field setup, scenarios, optional filters and automation, processing, and viewing results.
Find and Process Duplicate Records
Learn how to find duplicate records with scenarios, jobs, and automated checks, then review, merge, convert, or discard them using manual or automated processing options.
Location of Plauti Deduplicate Data Processors
Learn when Plauti Deduplicate data leaves Salesforce or Dynamics, where it is processed, how exports and AI features are handled, and how temporary processing protects your data.