Using CloudAnswers Potential Duplicates Installed Package

There is an application on the App Exchange that can help with dealing with duplicate records and allow for merging of duplicates using their Installed Package and setting Record Pages with components to Merge duplicate records. 

In this Article we will cover downloading the App from the App Exchange, creating Matching Rules in your system, and setting the Fields which will be displayed on the screen when using this tool to Merge suspected Duplicate records. 

NOTE: Potential Duplicates component should NOT be used on the Staff object, Sales Appointments or Project Activities as it will not re-assign Tasks or Events to the appropriate User during the Merge.  

NOTE: The improveit 360 team can set this integration up as an Advanced Service - additional scoping required to determine number of objects and any duplicate/matching rules needed. 

First, download the app into your Salesforce Org: 

CloudAnswers Potential Duplicates Component

Once installed, you will see the package in the Installed Packages menu: 

First, you will create Matching Rules on the Object(s) where you find to find potential matches and merge the records together. See also: Create Duplicate and Matching Rules 

Next, you'll need to add the Potential Duplicates Component to the record page for the Object where you would like to be able to Merge duplicates. In this example, I am adding the component to the Account record page.

On the page, click the gear icon and go to Edit Page

Next, locate the Custom - Managed components menu and locate the Potential Duplicates component. 

Drag and drop the component onto the Record Page. 

On the right-side of the Lightning Record page be sure to set which Fields should be visible in the Tool when the page loads, as well as which Fields should be User-selectable on the Master record when setting the Master record's field values after the Merge.

• Set the fields to display on the Component first (use only API Names)
• Set the fields to display on Merge Screen (use only API Names)
• Set fields to Hide on the Merce Screen (use only API Names)

Be sure to Save and Activate the changes or Save and Activate a new Lightning Record Page. 

Now, when you go to an Account page where this is a potential duplicate, you will see this Component: 

Click Review and Merge

Here you should see the fields you set to the displayed in the Merge Screen:

Set the fields which should be used on the Master record (the record which will be saved). Then click Next. The Tool will ask one last time if you're sure you want to complete the Merge. 

Click Merge to complete the action and delete the Duplicate record. 

Notice that from the Related Tab we can see there are also duplicate Contact records and duplicated Address records for this Account. 

To deal with these, you will want to add the Potential Duplicates component to those objects as well. You will add the Potential Duplicates component to the Record Pages for Contact and Address, and set the Fields which should be User-selectable during the Merge of Contacts and Addresses. Activate the new Record Pages on those objects, and then use the tool to Merge those duplicate records as well. 

NOTE: Potential Duplicates component should NOT be used on the Staff object, Sales Appointments or Project Activities as it will not re-assign Tasks or Events to the appropriate User during the Merge.