{"id":7126,"date":"2021-04-15T07:41:30","date_gmt":"2021-04-15T07:41:30","guid":{"rendered":"https:\/\/docs.campaignsuite.nl\/docs\/gravity-forms\/salesforce\/plauti-duplicate-check\/"},"modified":"2021-05-13T17:42:19","modified_gmt":"2021-05-13T17:42:19","slug":"plauti-duplicate-check","status":"publish","type":"docs","link":"https:\/\/docs.campaignsuite.nl\/en\/docs\/gravity-forms\/salesforce\/plauti-duplicate-check\/","title":{"rendered":"Plauti Duplicate check"},"content":{"rendered":"\t\t
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By default, Salesforce uses its own Duplicate Rules<\/a> when CampaignSuite communicates with Converse or Findock. A simple example is, for example, that you can set the e-mail address of a Contact to be unique. Converse and Findock will then look for duplicates based on an email address.<\/p>

If you have indicated in CampaignSuite that Plauti Duplicate Check should be used, CampaignSuite will in some cases first go through this App so that its Duplicate Rules are used.<\/p>

You have the option of setting per form what the score for scenarios should be. More information about scores and scenarios can be found in Plauti’s documentation <\/a> . To be able to use this function it is important that the scenario is applied to DATA API!<\/p>

The threshold in the DC Setup of your Salesforce instance only indicates from which matching percentage a record is considered duplicate. With the Duplicate Score in CampaignSsuite you can indicate from which matching percentage you want to update an existing record.<\/p>

Example:
<\/b> You have the Duplicate Check Threshold set at 75% and Duplicate Score in CampaignSuite at 90. When you submit a record via CampaignSuite, the scenario is used to see if there is a duplicate. Suppose there is a duplicate record with a matching percentage of 80%, a new record is created (which is considered a duplicate) and placed in a DC Job.
If there was a matching percentage of 90% or higher, the existing record will be updated (because the Duplicate Score is at 90).<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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\n\t\t\t\t\t\t\tIf a form must use a different Score than the settings you have made with CampaignSuite, you can set it here. Then enable this option and enter new scores.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

By default, Salesforce uses its own Duplicate Rules when CampaignSuite communicates with Converse or Findock. A simple example is, for example, that you can set the e-mail address of a Contact to be unique. Converse and Findock will then look for duplicates based on an email address. If you have indicated in CampaignSuite that Plauti […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":7079,"menu_order":4,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7126","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"acf":[],"_links":{"self":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7126","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/comments?post=7126"}],"version-history":[{"count":6,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7126\/revisions"}],"predecessor-version":[{"id":7343,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7126\/revisions\/7343"}],"up":[{"embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/docs\/7079"}],"wp:attachment":[{"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/media?parent=7126"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/docs.campaignsuite.nl\/en\/wp-json\/wp\/v2\/doc_tag?post=7126"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}