1. Using Customer Data Management for Sales and Fusion Service
  2. Considerations for Creating Duplicate Resolution Requests

Considerations for Creating Duplicate Resolution Requests

You create a duplicate resolution request to resolve potential duplicates in the database.

Depending on your business scenarios, you may create duplicate resolution requests using one of the following options:

  • Create and Process Generic Resolution Requests.

  • Create Duplicate Resolution Requests Manually.

  • Create Duplicate Resolution Requests during the Duplicate Identification Flow.

Create and Process Generic Resolution Requests

You can choose to create a generic duplicate resolution request when not clear whether you want to merge or link the duplicate parties. Specifying a generic resolution request lets you make the merge or link decision later. You have the option of creating generic duplicate resolution requests while:

  • Creating duplicate identification batches by selecting the Create Duplicate Resolution Request as the Automatic Processing option on the Create Duplicate Identification Batch page.

  • Reviewing duplicate sets and creating single requests for each duplicate set on the Duplicate Identification Batch details page.

  • Creating a duplicate resolution request manually for confirmed duplicates on the Create Resolution Request UI page.

You can review these generic resolution requests on the Duplicate Resolution work area and complete processing them by creating duplicate resolution requests of the type merge or link. For more information, see the How You Process Duplicate Resolution Requests topic.

Create Duplicate Resolution Requests Manually

When you're sure that two or more records are confirmed duplicates, you can decide to create a duplicate resolution request manually using the following steps:

  1. Navigate to the Duplicate Resolution work area as follows: Navigator > Customer Data Management > Duplicate Resolution.

  2. Click Tasks and then click Create Resolution Request.

  3. Search for the records that you want to merge, link, or test merge. For example, select the Party Type as Person and enter the Name as John, and click Search.

    Note: You can only search on standard fields using the Advanced Search option. Custom fields of the Accounts or Contacts objects aren't available.

  4. Select two or more duplicate records using the Shift or Control key.

  5. Click Actions > Create Request.

  6. Enter a name for the request in the Create Request: Select Type dialog.

  7. Select the request type as Generic, Merge, Link, or Test Merge. You can also select the Master Record, if needed.

  8. Click OK.

    You can also submit request dispatch jobs directly from the Duplicate Resolution work area by clicking the Dispatch button, which will submit the job for immediate processing.

Create Duplicate Resolution Requests during the Duplicate Identification Flow

You create a duplicate identification batch in the Duplicate Identification work area to identify potential duplicates in the database.

As part of the duplicate identification batch creation flow, you have the option of specifying a duplicate resolution request of an appropriate type, such as merge, link or generic, to resolve the identified duplicates. You can also create a duplicate resolution request of type Test Merge to test the merge request configuration without changing your application data. This test option helps you fine-tune your merge request configurations such as survivorship rules and agreement rules.