Hi all - I'm back :) - Assessment Module question

[bhare1357]

Hi all - I'm back 🙂 - I have asked questions about the assessment module before but don't think I asked this one. I'm getting about 400 contacts back as dupes after running the default assessment; which isn't bad 🙂

My question is two fold

• is there a way to see how the fields are being matched in the default assessment module (meaning fuzzy, exact match etc)
• the other is only way to see those matches is to run scenarios to find them correct?

As always - thanks for your help!

[JonG_Validity · Accepted solution]

Hi @bhare1357, the Assess module runs based on the prebuilt Validity Dedupe scenarios - if you are interested in seeing how these scenarios are configured, you can filter your scenarios list down to Module: Dedupe & Created By Validity. Although these scenarios are not specific to your org & data, they are great starting points for identifying any potential duplicates in your org.

Additionally, you can view the names of these scenarios from the Assess module when configuring an assessment; just click the View Dedupe Scenarios button as pictured below!

For the second question, you are correct. You would need to run those prebuilt scenarios to identify those potential duplicates that Assess returns. Just be sure you are reviewing the scenarios & preview grid prior to merging to ensure those are accurate duplicates in your org.

[bhare1357]

@JonG_Validity - this looks great - thanks for the help!! Makes sense!!