01-28-2024 11:37 PM
Hi,
The company I work for has previously developed various scenarios, rule sets and field rules for use in our deduplication process in an older version of DemandTools. Most of these scenarios have been migrated and/or implemented in the most recent version of DemandTools. Yet, there are several gaps in the documenation I have available of said scenarios and it's functionality.
If both are not possible, how do I make these challenges work in an alternative manor?
Thanks in advance!
01-30-2024 05:49 AM
Hi @FlorianW,
Thank you for reaching out.
Regards,
01-31-2024 04:46 AM - edited 02-06-2024 10:12 PM
Hi Anthony (@AnthonyValidity),
Thanks for your reply. Please find below the answers to your questions:
Hope that clears things up.
Regards,
Florian
02-07-2024 07:16 AM
Hi @FlorianW ,
I think I have a workflow that will give you the desired results you're looking for. It utilizes both the Dedupe and Import modules and can be scheduled.
Please let me know how this goes for you.
Adding Winner ID and Constant to Duplicate Record After Merge in Dedupe
When deciding to not delete duplicate records after a merge in Dedupe and wanting to relate the Winning record back to the duplicate record using the Winning record’s Salesforce ID in a custom field on the duplicate record and adding a constant indicating that the duplicate record was merged, you can use a multi-module workflow using both Dedupe and Import.
Dedupe
Step 1: Record Selection Criteria (RSC) and Fields to Show on Preview
Step 2: Matched Records / Fields to Compare
Step 3: Merge Management / Preview Screen
Import
Step 1: Data Mapping
Step 2: Select Records (Target Records)
Step 3: Match Records
Step 4: Preview screen
Conclusion: After the update, all duplicate records (non-winning records) should now have their Winning record equivalent’s Salesforce ID on your custom field. Also, all updated records should now have the constant value that you added in step 1 indicating the updated record was merged into a Winning record.
02-11-2024 11:41 PM
Hi @AnthonyValidity,
I will send you a response on your DM so that I can refer to some elements in the workflow a little more specifically.
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