Administrator Guide

Winter 2019

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Duplicate Batch Jobs

You can run the duplicate check batch jobs to detect duplicate accounts, contacts, leads, and custom objects in the database. The duplicate check batch jobs compile a list of duplicate pairs. Each duplicate pair consists of a master record and a duplicate record.

The duplicate check batch jobs perform the following tasks:

Compares beans against other beans and master beans against other master beans that have the duplicate checked flag set to false.

Stores the duplicate pairs in the Duplicates table.

Sets the duplicate checked flag for the beans and the master beans to true.

You can run the following batch jobs to detect the duplicate records:

Duplicate Check: Detects the duplicate accounts. The duplicate check batch job matches a master bean against other master beans to identify the duplicate accounts.
Duplicate Contact Check: Detects the duplicate contacts, leads, and custom objects. The duplicate contact check batch job matches a bean against other beans to identify the duplicate contacts, leads, or custom objects.

After you detect duplicates, you can view the duplicate pairs. You can select the

Duplicate Accounts

tab to view the duplicate account pairs. You can select the

Other Duplicates

tab to view duplicate contact pairs, duplicate lead pairs, and duplicate custom object pairs.

You can run the batch jobs in the Jobs section of the

CC360 Admin

tab. For more information about running, scheduling, and managing the batch jobs, see Managing Batch Jobs.

Managing Duplicate Records

Rerunning the Duplicate Check Batch Job

Disabling Duplicate Checking Between Person Accounts and Business Accounts

Enabling Duplicate Checking Among Person Accounts, Leads, and Contacts