The duplicate records management process includes identifying and merging duplicate records. You can run the duplicate check batch jobs to identify duplicate records. You can then run the merge batch job to merge the duplicate records.
The duplicate check batch jobs use the following custom settings:
Match Score Weighting
Matching and Duplicate Thresholds
The duplicate check jobs compare the beans and the master bean of accounts, contacts, and leads to identify the duplicate records. The job stores the duplicate records in the Duplicates table.
After you identify the duplicate records, you can merge the records. Run the merge job to merge the duplicate records. The merge job eliminates the duplicate records and retains the master record. You can toggle the master record to select which record in the pair the merge job eliminates.
The following image shows how the duplicate check and the merge jobs detect and merge the duplicate records in