QUESTION:
Is there a way to compare a subset of records to ALL records? For example, I want to compare accounts owned by a specific user to ALL accounts so the only groups returned for merging are where one account is owned but this user and the other is not. Or, I only want to merge groups where a particular field is populated on one and blank on the other(s).
ANSWER:
Yes, the Filter Match Results option new in Version 2.7 allows the returned duplicate results to be filtered based on the supplied criteria. The results grid will ONLY return groups where one of the records matches the filter match results criteria. Users will still need to apply a master rule to pick the desired master but there will be much fewer matches to evaluate resulting in a quicker application of the master rule.
This topic is covered in the Single Table Dedupe Advanced Concepts Training.
Merging groups where a particular field is populated on one and blank on others:
If the goal is to only merge groups where a particular field is populated use of a Master Rule could help to achieve desired results. The rule would look something like this:
- Account Number -> "is populated" -> Score 10
Make sure "Use Score Delta" is checked in the master rule so it only picks a master record when one is owned by Joe User and the other is not, or where the account number is populated in one and blank in the other (one scores higher), tie scores 0/0 or 10/10 will not have a master chosen)
More information on Master Rules can be found here.
