Documentation

Getting Started

Welcome to CCP De-Dupe! This comprehensive guide will help you set up and configure duplicate detection for your Salesforce organization.

Before You Begin

Ensure you have System Administrator permissions in your Salesforce org and have completed the installation process.

Installation

CCP De-Dupe can be installed directly from the Salesforce AppExchange or through a managed package.

AppExchange Installation

Navigate to the Salesforce AppExchange
Search for "CCP De-Dupe"
Click "Get It Now" and follow the installation wizard
Assign appropriate permissions to users

Post-Installation Setup

After installation, you'll need to configure your first duplicate detection rules.

Configuration

Configure CCP De-Dupe to match your organization's specific data structure and business rules.

Basic Configuration

Set up object-specific matching rules
Define master/catcher conditions
Configure field mapping for merging
Set up notification preferences

Duplicate Detection

Learn how CCP De-Dupe identifies and processes duplicate records across all Salesforce objects.

Detection Algorithms

CCP De-Dupe uses advanced fuzzy matching algorithms to identify potential duplicates even when data entry varies slightly.

Example Matching Scenarios

John Smith → Jon Smith (Name variation)
john@company.com → John@Company.com (Case differences)
(555) 123-4567 → 555.123.4567 (Format differences)

Matching Rules

Create custom matching rules that fit your organization's unique data patterns and business logic.

Rule Types

Exact Match: Fields must match exactly
Fuzzy Match: Similar values with slight variations
Phonetic Match: Names that sound similar
Custom Logic: Complex business rules

Scheduling

Set up automated duplicate detection runs to maintain data quality continuously.

Schedule Options

Daily cleanup runs
Weekly comprehensive scans
Monthly deep analysis
Custom intervals based on data volume

Reporting

Monitor data quality improvements and duplicate detection performance with comprehensive analytics.

Available Reports

Duplicate detection summary
Data quality score trends
Processing performance metrics
User activity logs

Troubleshooting

Common issues and their solutions to help you get the most out of CCP De-Dupe.

Q: Duplicates not being detected

A: Check your matching rules configuration and ensure field mappings are correct for your object structure.

Q: Performance issues with large datasets

A: Consider adjusting batch sizes and scheduling runs during off-peak hours.

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