Real-Time Data Cleansing and Data Matching
In real-time mode, data quality is called when you save a new or modified record. If both data cleansing and data matching are enabled for the same object manager, data cleansing runs first.
If data cleansing is enabled, a set of fields preconfigured to use data cleansing are standardized before the record is committed.
If data matching is enabled, and the new record is a potential duplicate, one of the following dialog boxes appears:
Duplicate Accounts
Duplicate Contacts
Duplicate Prospects
You must then decide the fate of the new record, as follows:
If you think the record is not a duplicate, close the dialog box or click Ignore All.
The new record remains saved in the database and no change takes place.
If you think the record is a duplicate, select the best-matching record from the dialog box using the Pick button.
The duplicate record that you choose becomes the surviving record and the new record gets deleted after a sequenced merge with the surviving record as described in Sequenced Merges.
In real-time mode, if you enter two new records that have the same Name and Location, then an error message displays similar to the following: The same values for (Name, Location) already exist. To enter a new record, make sure that field values are unique. Real-time data matching prevents creation of a duplicate record in the following ways:
If you are in the process of creating a new record, that record is not saved.
If you are in the process of modifying a record, the change is not made to the record.