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Managing Duplicate Records

The InCountry Data Residency for Salesforce package lets you manage duplicate records as follows:

  • Add a custom InCountry Potential Duplicates component to the Lightning App Builder.

  • Configure native Salesforce duplicate and matching rules to prevent and merge duplicate records.

note

For the details on how to manage Salesforce Standard duplicate rules, please check Salesforce documentation.

Limitations​

The InCountry duplicate record management feature is based on standard Salesforce duplication rules with some restrictions presented below.

  • For correct operation, the duplicate record management flag must be enabled and should be at least one active duplicate rule for the current object. The hash functions should be: formula, dtkSha256.

  • InCountry duplicate rules work only with the exact matching method for PII fields.

  • Duplicated records are searched by rules described in Salesforce duplication and matching rules.

  • Duplicate records can be found only by fields that are hashed in the Salesforce database.

  • The InCountry Potential Duplicates component is displayed in the record details view only.

  • The InCountry Potential Duplicates component cannot be used without the InCountry Highlights Panel and InCountry Record Detail components, otherwise duplicates are not displayed.

Settings and configuration​

To enable the InCountry Potential Duplicates component, please follow the next steps:

  1. Activate the Duplicate record management flag.

  2. Generate the Deterministic tokenization key in Settings. The hash function should be: [formula, dtkSha256].

  3. Configure the policy and protected fields for the necessary object by using the hash function [dtkSha256, formula].

  4. Add a custom InCountry Potential Duplicates component to the Lightning App Builder.

Managing duplicates when converting leads​

You can identify duplicates when converting leads.

Managing duplicates when creating or updating a record​

You can identify leads when creating or updating a record.

Managing duplicates when vewing a record​

You can identify duplicates when viewing a record by using the InCountry Potential Duplicates component.

Merging dupliate records​

When duplicate records are identified you can merge them as in the native Salesforce experience.