DeDupeD Scheduled Job

DeDupeD’s new feature will automate the duplicate detection and merging process, making it more efficient and reducing the need for manual intervention. The scheduled task will run automatically based on the user-defined schedule through the Windows Task Scheduler/ in CRM, ensuring clean data in the CRM system.

To configure the scheduler, follow the steps below:

• Go to DeDupeD Schedule Jobs

• Click on +New

Fill in the required fields:

• Name – Provide a unique name for the scheduled job.

• Entity Configuration – Choose the entity on which you want the duplicate detection to run.

• Primary Entity Field: Select the entity field for which you want to enable duplicate detection. E.g., here we will select ‘First Name’.

• Matching Entity Field: Select the matching entity field in which you want to detect duplicates. The fields in the Matching Entity Field dropdown will be of the same data type as the field selected in the Primary Entity Field.

Run Scheduler via Tool

• Navigate to Auto Detect Duplicates and Merge in Scheduler

• Identify the Run Scheduler via the Tool toggle

• Change the toggle state to Yes to activate the scheduler.

• Change the toggle state to Yes to choose the Task scheduler for duplicate detection (If not enabled, the CRM's internal scheduler is utilized for duplicate detection)

• Upon activation, the Task scheduler will initiate and execute processes using the DeDupeD Tool

To configure the task scheduler, please click on this link.

To configure the Azure Client ID and Client Secret key, click on this link.

Enable Auto-Merge of Duplicates

• Navigate to the Enable Auto-Merge of Duplicates setting.

• Toggle the option to Yes.

• Once enabled, the system scheduler will automatically detect duplicate records.

The identified duplicates will be merged automatically based on the merge criteria defined in the respective entity configuration

Configure Email Notifications for DeDupeD Scheduled Reports

Enable Email Notification for Yourself

• Navigate to the Notify Me (Email) option.

• Toggle it to Yes.

• Once enabled, you will automatically receive an email notification upon completion of the DeDupeD scheduled job. (Optional: This notification is sent only to the owner of the record.)

Enable Notifications for Other Users

• Navigate to the Notify Others option.

• Toggle it to Yes.

• From the user list, select the team members who should also receive notifications.

• All selected users will receive the email notification once the DeDupeD job run is completed.

Steps to Configure DeDupeD Job Settings

Select a View

• From the View dropdown, select a system view to filter records and identify potential duplicates.

Impersonate a User(Optional)

• Use the Impersonate User option to select a user.

• Records will be retrieved under the security context of the selected user.

Define the Criteria

• In the Based On field, choose the attribute to fetch records (e.g., Created On, Modified On).

Specify Time Frame

• In the Last X (Days) field, enter the number of days to define the time range for fetching records from the selected view.

Save Configuration

• Once all configurations are complete, click Save and Close to apply the settings.

Once the job is created, copy the Job ID from the end of the URL, which will be needed in the Task Scheduler configuration