The general Settings in Deduplicate Setup apply to all of Plauti Deduplicate. Next to these general settings, there are a number of settings that can be configured per Object in the Object Settings.
Prerequisites
- Users who are not a Salesforce Administrator can view the general settings and object settings in Deduplicate Setup, but not edit them. For non-Admin users to be able to edit the settings, they need the "Customize Application" SF system permission.
The Deduplicate Settings page
Accessing the Settings
To access the general settings that apply to all of Plauti Deduplicate:
- In Plauti Deduplicate, click the Deduplicate Setup tab.
- In the left-hand menu, click Settings.
In each settings section, click Edit 
to edit the settings.
General
| Default Deduplicate Search tab | Set the Object tab that Deduplicate Search should open with by default. |
| Target 'Open' button | Determine how a record page should open when clicking the "Open"  button: in a new or existing window or Console tab. |
| Audit Logging | Enable or disable the Audit Logging feature (available in Premium and PDM). |
| Show API Names on Deduplicate Setup | Show field names including their API names on the Deduplicate Setup page. Fields displayed with their API names between parenthesis
|
| Show Record Types on Deduplicate Search | Include Record Types when using the Deduplicate Search feature. |
| Chunk Size Apex/Insert/Upload batch | Set the Chunk Size for Apex/Insert/Upload batches. |
| Auto open groups when opening the Deduplicate Job Result Overview | Set duplicate groups to be all folded open when reviewing the results of a Deduplicate Job. |
| Show Manipulate actions for Deduplicate Job results | Enable the Plauti Manipulate Action Launcher for the Actions menu in Deduplicate Job Results. Use this to apply Plauti Manipulate actions directly to Deduplicate Job results. |
| Default display of field values if text exceeds column with in Deduplicate Job Result | Choose to either clip or wrap long texts in Deduplicate Job result columns. Clip will truncate the displayed text, while Wrap will extend the field downwards to show the entire text. This is only the default setting; users can switch between these options in their Job Results overview. |
| Delete Temp File | Click the Start Delete Job  button to start a background job cleaning up all temporary data. |
Duplicate Prevention
Trigger Duplicate Prevention when editing |
Decide at which fields Deduplicate Entry and Deduplicate Live will be activated when creating or editing a record: all fields, or only fields that are configured in Deduplicate Scenarios. |
| Trigger Duplicate Prevention when the owner of a record is changed | If enabled, Duplicate Prevention will trigger when a record's owner is changed, even though the record's fields and values are untouched. |
| Number of potential duplicate records immediately returned in prevention | Set how many possible duplicate records you want to show during duplicate prevention. |
| Error Message for duplicate prevention | Show the default error message when duplicates are found, or enter your custom message to show to all users in the organization. |
| Duplicate Prevention in Native Entry Page Lightning | Use Plauti Deduplicate's duplicate prevention in the entry page; both in Plauti's Entry replacement page and in the native Salesforce entry page. When enabled, creating duplicate records is blocked, either with a hard or a soft block. Read more in the 'Blocking Entry' sections in Deduplicate Entry. |
| Prefill parent record if Deduplicate Entry is opened from a record page | If enabled, and with Deduplicate Entry enabled, when a record is created from a related record (e.g. a new Contact record from an Account record) the parent record is automatically filled in. |
Merge & Convert
| Merge: show read only field while merging | If enabled, all fields that contain unreadable values will be excluded from the manual merging process. |
| Show Quick/Auto Merge and Quick/Auto Convert Buttons | Show or hide the "Quick Merge", "Auto Merge", "Quick Convert", and "Auto Convert" buttons. For more information about Quick Merge/Convert, see Deduplicate Job Results Overview. |
| On the Deduplicate Convert page, default setting for the creation of opportunity. | If enabled, while converting a Lead with Deduplicate Convert, the "Create Opportunity" option is selected by default. It can still be deselected. |
| On the Deduplicate Convert page, allow users to change the Opportunity name. | When converting a Lead with Deduplicate Convert, at the "Create Opportunity" option, decide to show the Opportunity name as editable or read-only. |
| Auto Merge - Batch Apex Chunk Size. Between 1 and 20. | Set the Batch Apex Chunk Size for Auto Merge. Default is 1. |
| Default owner for new records in Manual Convert | Set a default owner for new records created during manual conversion: the converting user, the Lead Owner, or set a specific user. |
Search Index
Index: Use domain names when creating index |
When enabled, for fuzzy matching, email domain names are indexed both standalone and as part of the full email address. |
| Minutes delay between asynchronous creation of search index | Set the delay in minutes between search index creation jobs. Do not change this, unless the Plauti support team instructs you to do so. |
| Index Queue - Batch Chunk Size | Determines the chunk size of the index creation job. Do not change this, unless you get instructions from the Plauti Support team to do so. |
| Enable option to exclude fields from being taken into account in the search index | This will add an option in Scenarios to exclude fields from being taken into account in the search index. |
| Enable option to group the index search. | This will add an option in Scenarios to create groups that will be used to search the index. This is particularly useful for LDV (Large Data Volume) Orgs. |
Apex Plugin
When Plauti Deduplicate's out-of-the-box features are not able to meet a specific requirement, Apex Plugins let you hook into and customize Deduplicate operations.
After you configured your Apex Plugin, enter your custom Apex Class name here so that Plauti Deduplicate uses that class during the specified operation.
A couple of Apex Plugins have their own setting below. Others should be combined into one plugin and entered at 'Plugin Generic'.
Find a summary of all available Apex Plugins at Apex Plugins.
Read more about how to create your custom Apex Plugins for Plauti Deduplicate, including example code and use cases, in the Plauti SDK.
| Plugin Generic |
Enter the name of your custom Apex class for those methods that do not have their own setting below. DIRECT_PROCESS_BEFORE |
| Plugin Merge |
Enter the name of your custom Apex class for executing apex code before or after a merge is done or when the merge has failed. Read more in Merge Plugin. |
| Plugin Convert |
Enter the name of your custom Apex class for executing apex code before or after a convert is done or when the convert has failed. Read more in Convert Plugin. |
| Plugin Prevention |
Enter the name of your custom Apex class for executing apex code when a record is created or updated. Read more in Prevention Plugin. |
| Plugin Search |
Enter the name of your custom Apex class for executing apex code to provide you with search results every time a deduplicate search is executed via Plauti Deduplicate. Read more in Search Plugin. |
Triggers
| Disable Triggers | When toggled to Active, Plauti Deduplicate triggers will not execute. This will disable all duplicate preventions. |
| Disable the automatic processing of Unique Import/API inserted records | When toggled to Active, the automatic processing by Plauti Deduplicate of records that are inserted via Unique Import/API is disabled. |
| Enable Small Trigger Footprint. | With this setting enabled, Deduplicate will only create the search index when records are created or edited. Duplicate Prevention, Unique Import, Web to Lead and Direct Processing are disabled. This will use less CPU time. |
Analytics
| Simple Analytics | The simple analytics give you insights about the actions and preventions that Plauti Deduplicate has taken. Analytics are shown on Deduplicate Home, and more extensively on Deduplicate Setup's Analytics page. Enable this setting to start tracking metrics for compiling usage analytics. Read more in Deduplicate Analytics. |
| Share analytics with Plauti to improve products & services | Help Plauti improve its products and services by sharing anonymized analytics about the use of Deduplicate. Read more in Plauti Analytics. |
Improved Metadata Caching
| Activate improved caching of Salesforce Metadata | Enable the improved caching of Salesforce Metadata. If you are not using the Plauti Deduplicate permission set, grant your users full access to the “dc3ObjectMeta” object to be able to use this setting. |
| Empty Metadata Cache | Click Purge Metadata Cache  to remove cached Salesforce Metadata. |
Critical Updates
Settings to enable critical updates are displayed here. It is strongly recommended to enable these settings. Note that these settings cannot be deactivated once enabled.
