Schedule Duplicate Detection Job

With the DeDupeD app, you can schedule duplicate detection jobs to run and automatically detect duplicates on a daily, weekly, or monthly basis. As well as send the duplicate detection report link consisting of all the fetched duplicate records to the desired CRM users via mail.

For example: you can schedule a duplicate detection job to automatically run every month and detect duplicate contact records created throughout the month, and then mail the duplicate detection report to your desired users.

To create and schedule a duplicate detection job you will have to follow the steps given below:

• Navigate to DeDupeD App.

• Go to Duplicate Detection Job and click on “New” to create a new detection job.

• Now fill in the following details:

  • Name: Give a suitable name for the Duplicate Detection Job.

  • Entity Configuration: Select the entity for which you want to run the Duplicate Detection Job.

  • Primary Entity: Select the primary entity for which you want to set up the duplicate detection job to run. For e.g. Here we will select ‘Contact’.

  • Matching Entity: Select the entity from which the duplicates will be retrieved. For e.g. Here we will select the ‘Contact’.

  • Notify Me (Email): Set this field to “Yes” if you want to send an email notification with a link to the duplicate detection job reports to the record owner.

  • Notify Others: Select the CRM users to whom the results of the duplicate detection job will be sent along with the record owner.

• System Views: Select the entity view from which you want to detect duplicates.

• Last X (Days): Select the last X days from where the duplicate records should be retrieved. Here, we will set it as 30 days.

• Based On: Select the duplicate detection criteria based on which the duplicate records will be fetched from the selected entity view.

• Hour: Set the hour at which the scheduled job should run. Here, we will set it at ‘15’.

• Run On: Set the Day on which the scheduled job will run. Here, we will set it on ‘Friday’.

• Minute: Set the minute when the scheduled job will run. Here, will set it as ‘30’.

• Recur after every (Week’s): Set the number of weeks after which the scheduled job will run. Here we will set it run after every ‘4’ weeks.

• Once you have filled in all the details, click on ‘Save’.

• Now once your scheduled Duplicate Detection Job has been executed. You will be able to see the scheduled Job’s results being mailed to your selected users:

• Navigate to Sales Hub -> Activities -> Click on the E-Mail.

• Automatic Mail has been sent to your desired users.

• Scroll down and you’ll find link for the duplicate detection job’s results. Click on this link and it will redirect you to the ‘Duplicate Job Run’ entity.

• Here you will find all the duplicate records detected through the scheduled duplicate detection job.

This is how you can schedule duplicate detection job and mail it’s results to desired users with DeDupeD App.