Salesforce - Setup Unify process and rules

• Before creating a deduplication process rule:
  • • • Optionally, map deduplication processes with custom and/or standard fields in Salesforce
        • • • use default mapping or create custom related mappings to use the “reparenting” functionality of DQE One (Creating a Deduplication mapping with custom and/or standard fields fields)
      • Create custom deduplication rules to your processes (see Creating a custom Deduplication rule)
      • Manage default deduplication rules (see Managing default Deduplication Rules)
      • Upload preexisting JSON Deduplication rules (see Uploading a preexisting JSON Deduplication Rule
• When ready to create a deduplication process, or using default mappings (in Mappings tab) & default Deduplication rules (in Rules Manager tab), go to Creating 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 of your choice in Salesforce:

• In Mappings Tab > click on New

• In DQE_Mapping Name field, enter a free-form name for the mapping
• In Description field, enter a free-form description of the mapping
• In Process kind field, select the Duplicate check process
• In Select a Data Source field, choose the Salesforce object for which you want to merge duplicates
• In 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 on  icon
• The object is selected and shown in the Selected window
• Click on Save

The created mapping displays in Mappings Tab and will be available while you create your Process.

Managing default Deduplication Rules 

In Rules Manager Tab, default deduplication rules display for Matching, Parenting, and Merging

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 different related rules per Matching/Parenting (Parent Records)/Merging (Merge)
    • rename a rule by clicking on the edit icon of its name
    • edit a rule by clicking on its edit icon
    • duplicate a rule by clicking on its duplicate icon
  • Back in Sets… window for your selected object, click on Save > Publish to save all edits in Matching/Parent Records/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 a Rule Set from scratch.

Duplicating an existing Rule Set

Note : we recommend starting with Matching  

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 on New Rule to add a rule to the existing Rule Set

Review the existing related field matches.  

In Parent Records tab, click on New Rule to add a new rule to determine the parent record 

In the ‘Edit Parent Record Rule’ window, hold your cursor over the information icons to display functionality description.

On the Merge tab, the Salesforce fields with default merging rules 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 each field except for “solo” methods. 

To publish the modified Rule Set click on Save > Publish.    

To export the file containing the default or customized rules, click on

Creating a new Rule Set

Note: we recommend starting with Matching.   

In Merge the standard/custom Salesforce fields are displayed  :

Uploading a preexisting JSON Deduplication Rule.

Caution: Note that uploading a preexisting JSON file will overwrite any existing rules.