Resolving Duplicates

Each time you run the Check for Duplicates Wizard, a Check for Duplicates History job is created identifying any potential duplicates. Potential duplicates display in the Check for Duplicates History Job detail view and the Process Duplicates list view. You can use the Check for Duplicates History or Process Duplicates list view to resolve potential duplicates.

Note: The system administrator and users with the appropriate role can access these features.
  • The Check for Duplicates History detail view contains the group of potential duplicates within a job.
  • The Process Duplicates list view displays all the potential duplicates in the system. This view displays the job the duplicates were found in, but does not group potential duplicates by job.

To resolve duplicates:

  1. Open the Check for Duplicates History detail view for the job in which you want to resolve duplicates.
  2. Select a potential duplicate and click the Resolve link on the Job Results tab. You can use the information on this tab to help determine if the record is a duplicate or if it needs to be resolved.
    Search Record
    The name within the entity that was found to be a potential duplicate.
    Note: For example, if the check for duplicates was run on accounts, the search record would display the account name. If the check for duplicates was run on guest profiles, the search record would display the guest profile name.
    Resolve Status
    The status of the record which indicates if it is a possible duplicate, if the data has been merged, or if it has been determined that it is not a duplicate.
    Score
    The probability rating that this record is a duplicate. A higher score indicates a higher probability that the record is a duplicate.
    Best Match
    The entity that is the closest match to this record.
    Record Type
    The entity type.
    Matches Found
    The number of potential matches for this entity.
  3. In the Resolve Duplicate Record field, select a record and do one of the following:
    • Click Not a Duplicate for each record that is not a duplicate.
    • Click Merge and complete the data in the Merge Data field to merge the records.
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