Salesforce - Set up Unify processes and rules

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Updated 25 May 2026 16:12

Deduplication processes (called “Duplicate” in DQE One) are available with subscription credits.

Before creating a deduplication process rule:
- Optionally, map deduplication processes with custom and/or standard fields in Salesforce.
  - Use the default mapping, or create custom related mappings, to use the “reparenting” functionality of DQE One.
- Create custom deduplication rules for your processes. See “Creating a custom deduplication rule”.
- Manage default deduplication rules. See “Managing default deduplication rules”.
- Upload pre-existing JSON deduplication rules. See “Uploading a pre-existing JSON deduplication rule”.
When you are ready to create a deduplication process, or if you are using default mappings from the Mappings tab and default deduplication rules from the Rules Manager tab, go to “Create a deduplication process”.

Creating a reparenting mapping

Besides default mappings, you can choose to map DQE One deduplication processes to custom and/or standard objects in Salesforce.

In the Mappings tab, click New.

In the DQE_Mapping Name field, enter a free-form name for the mapping.
In the Description field, enter a free-form description of the mapping.
In the Process kind field, select the Duplicate check process.
In the Select a Data Source field, choose the Salesforce object for which you want to merge duplicates.
In the Select object to reparent when merging window, select each object you want to add to the parent record.
Once you have selected an object, click the icon.
The object is selected and shown in the Selected window.
Click Save.

The created mapping is displayed in the Mappings tab and will be available when you create your process.

Managing default deduplication rules

In the Rules Manager tab, default deduplication rules are displayed for Matching, Parent Records, and Merge.

To manage default rules:

In Sets, select the object of your choice from the picklist.
Select the rule of your choice.
- In the selected rule window, you can:
  - Review related rules for Matching, Parent Records, and Merge.
  - Rename a rule by clicking its edit icon.
  - Edit a rule by clicking its edit icon.
  - Duplicate a rule by clicking its duplicate icon.
- Back in the Sets window for your selected object, click Save > Publish to save all edits in Matching, Parent Records, and Merge.

Creating a custom deduplication rule set

Besides default deduplication processes, you can choose to create a new deduplication rule set.

You can either duplicate an existing rule set or create one from scratch.

Duplicating an existing rule set

Note: we recommend starting with Matching.

Duplicate an existing rule set

In Rules Manager, in Sets, select a default set.

Select the dropdown arrow to the right of the default set.

Select Duplicate.

On the Matching tab, click New Rule to add a rule to the existing rule set.

Review the existing related field matches.

Add a matching rule to an existing rule set

In the Parent Records tab, click New Rule to add a new rule that determines the parent record.

Add a parent record rule

In the Edit Parent Record Rule window, hover over the information icons to display the feature descriptions.

On the Merge tab, the Salesforce fields with default merging rules are displayed.

Default merge rules

In the Edit Merge Rule window, hover over the information icons to display the feature descriptions.

Note: you can use more than one merging method for each field except for “solo” methods.

To publish the modified rule set, click Save > Publish.

To export the file containing the default or customized rules, click the export icon.

Creating a new rule set

Note: we recommend starting with Matching.

Create a new rule set

In Rules Manager, in Sets, click New.

In Object > All Origins, search for and select the object for which you want to create a rule set.

In the Name field, enter a name for your rule set.

In Matching, click New Rule to create a rule. You can create as many rules as needed.

In each rule, create at least one field match.

Create a field match

In Parent Records, click New Rule to create a new rule that determines the parent record.

Create a parent record rule

In the Edit Parent Record Rule window, hover over the information icons to display the feature descriptions.

In Merge the standard/custom Salesforce field s are displayed   :

In the ‘Edit Merge Rule’ window, hold your cursor over the information icons to display functionality description.   Note: you can use more than one merging method for one field except for “ solo ” methods .

To publish the modified existing set of rules, click Save > Publish    

To export the file containing the default rule or your customized deduplication file, click on

Uploading a pre-existing JSON deduplication rule

Caution: uploading a pre-existing JSON file will overwrite any existing rules.

From the Installer tab > DQE Unify App Setup window,
Click the Upload files button to load your JSON rule file or
Drag & drop your JSON rule file in Import Deduplication Rules window
Click Save

Uploaded JSON rule file displays in Rules manager tab.

Create a deduplication process

To create a process, you need to define its general settings, its source, and list view.

Audit options and advanced options are also available if required.

On the Processestab, click on New.The process creation screen is displayed:

In the General Settings window:

DQE-Process Name - enter a free -form name for the process .

Data Quality Process - select 'Find Duplicates' .

Description - enter a free -form description of the process .

In the Source window :

In Select a Data Sourcefield, select the object to which the process applies. Once a Data Source has been selected, Mappings and Active Steps sections will display
- In Mapping field, select the mappings of your choice

Note: this is an optional step if any previously custom mappings were created in Mappings (see Creating a Deduplication Mapping )

In Active Stepswindow, activate the rules of your choice for the selected object source

Note: Active Steps displays default rules and custom rules if any previously created from Rules manager (See Creating a custom Deduplication Rule ).

In the List View and Filters window:

DQE One uses Salesforce List Views to determine which Salesforce records will be evaluated when looking for duplicates. If you would like to query a subset of your database rather than the entire Salesforce database, include filter criteria in your list view to limit the data being queried. For example, you may wish to only review records owned by a specific user or of a specific record type.  
DQE One also uses List Views to determine which fields will be displayed in your results.  You will want to include fields that assist you in determining what is a duplicate.
Salesforce List Views are limited to 15 fields so, you may want to remove specific fields in favor of fields of greater value in determining duplicates.

Select the preferred list view from the Existing List View section or Manually Create List View

I n Add new , select Manually Created List View
Recently Viewed screen related to the object displays
Click on the setup icon > select New in picklist
In New List View window, enter a free -form name for the list view
- The API name is automated in List API Name field

Select who can see the list view > Click Save
- Once a m anually created list view has been saved, it displays in the Existing List View picklist
  - Note: a manually created list view limited to Only I can see the l i st view is recommended for individual work and testing the process

Once you have defined general settings , source , and list view for the process, you can activate advanced options and/or activate a udits on process runs :

To activate Audits on process runs :

In the Audit Options window , click the activation button
In the Audit Name field, enter a free -form name
In the Audit Records , enter the number of lines on which to run the audit

To activate a dvanced o ptions :

I n Advanced Options window :

Select the options you want to activate:
- Auto Merge Records (overwrites existing records with process results)
- Salesforce Default Merge: check it to use the default Salesforce reparenting process, only works for SObject “Lead”, “Account”, “Contact” and “Case” objects.
  - /!\ the “Unmerge” will not be available.
- Enable UnMerge Deduplication: allows to save simultaneously object on the parent record while merging; this procedure takes time and storage. If not activated you will not be able to undo the merge and the child’s non-updateable objects created on the parent record will be deleted.
- Enable Reparenting Inactive Child : Allows to launch the reparenting on the Child records that contains ‘Inactive’ on the DQE_Status_c field. If not activated, all the Objects associated the Childs records containing ‘Inactive’ on the DQE_Status_c field, will be skipped.
- Delete child records after merging: with this parameter, after processing a merging between the parents and child records, those records between the parents and child records, those records will be permanently deleted and not just flagged as “inactive”.
- Authorized Empty Bulk Query : if checked, allow the process to run without returning “Failed” on the associated DQE Run if there is no data to be read.
D efin e the number of processed records per batch, in Maximum Record per Batchable , enter the amount of your choice ( Records per batchable )
L imit the number of processed lines for test purpose s , in Max Records Process (for each type), enter the amount of your choice ( e.g. 10).
L aunch a n additional process when current process is run, in Trigger After Finish field, select the next process you want to launch.
D efin e the minimum number of percentage for an A uto M erge , move cursor to the chosen value in Minimum Threshold for Auto Merge .
Once your process has been set up, select ‘Save’ or ‘Save and Run ’ .
The newly created process is displayed in the Processes tab.

Working on a Deduplication Process

For a created process, the available options and menus are:

Run Process - launches or relaunches a process (uses your available credits) Run results are generated automatically.
Stop Process -
Audit - generates the data report of the audit.
Merge - merges and reparents your data using the mapping you chose when creating the process (see Creating a deduplication mapping with custom and/or standard fields ). This reparents the objects you selected from the child objects to the new parent.

If you did not select a mapping, there will be no reparenting.

Undo Merge : cancel s your merge.
Creates Job from current setup > see
Automating a Process

Flush Results: deletes DQE results
Open Dashboard: generates predefined dashboards which are included in DQE’s install package

Note: To create your own dashboards, use the standard reports and dashboards Salesforce procedures, and use the DQE results Data Model.

To view results and apply Salesforce filters, click on the List View name to open its dedicated screen > results display.

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