Salesforce - Set up Unify manual merge/unmerge (Advanced)

Set up Matching and Duplicate Rules in Salesforce

• To identify and analyze duplicates manually, you can activate a DQE manual deduplication rule that overrides the standard Salesforce Potential Duplicates component.
• To activate a manual deduplication rule, run a deduplication process on the object you want to analyze, such as Lead, Account, or Contact.

This generates the DQE custom fields. To create manual rules:

• In Setup, search for and select Matching Rules.
• Click New Rule, select the object, and click Next.

• Provide a free-form rule name, for example DQE Dedupe [Object] Rule.
• The unique name is generated automatically when you leave the field.
• In the Matching Criteria area, select the DQE Index Group ID field.
• In Matching Method, select Exact.
• Click Save.
• Activate the new Matching Rule on the main screen.

In Setup, search for and select Duplicate Rules.

• Click New Rule and select the object on which you created the Matching Rule.

• In the Rule Name field, enter a free-form name for the rule.
• Ignore the following fields: Action on Create, Action on Edit, and Compare [Object] With.
• In the Matching Rule field, select the matching rule you created previously.
• Click Add Rule.

Set up a list view button

Salesforce offers standard buttons for list views, including Mass Quick Actions. You can also create your own custom list view buttons and add them to list views when your button uses the List Button display type.

The following example describes how to add a Manual Merge or Manual Unmerge button to an Account list view.

From Setup, type Object Manager in Quick Find, or select it from the Setup menu.

• Select the Account object.

• Select Buttons, Links, and Actions.

• Select New Button or Link from the upper right.

Provide a label for your custom button, such as Manual Merge.

The Name field is populated automatically.

For Display Type, select List Button and enable Display Checkboxes (for Multi-Record Selection).

Set Behavior to Display in existing window with sidebar.

Set Content Source to URL.

In the Formula Editor:

• Set Select Field Type to Account and enter the following text for merge:

/flow/dqeone/manual_duplicate_flow

• Set Select Field Type to Account and enter the following text for unmerge:

/flow/dqeone/manual_unmerge_duplicate_flow

Your New Button or Link page should look like this:

• Save your custom button.

• From the Object Manager | Account page, select List View Button Layout from the left pane.

• On the right side, click the drop-down button and select Edit.

• Select or deselect the standard buttons to display on your list view.

In the Custom Buttons section, select your newly created custom button and use the arrow to move it to Selected Buttons.

• Save your Account list view.

After running a process for the selected object, Accounts in this example, you will see a Manual Merge button on the right side.