Reviewing Results Grid
- Fields selected on Step 1 are shown at the top of the interface
- The grid is sorted by the Duplicate Key
- It cannot be sorted in any other way
- To locate a specific record use the Find in this Column option
- Right-Click on the column header (i.e. Company) and select Find in this Column, then type the desired text to search for and click Next
- Right-Click on the column header (i.e. Company) and select Find in this Column, then type the desired text to search for and click Next
- Fields on the grid can be rearranged by dragging and dropping them in the desired order
- Remove a field from the grid by dragging and dropping it out of view
View Record Details and Sub-Objects
To explore a returned record in more detail click the binocular icon to the right of the pin
Grid Control
The total number of matched records/groups is listed in the lower left in RED
1. Duplicate Set Control
- Expand/Collapse All: Expands/Collapses the duplicate groups
- Check/Uncheck All: Checks or Unchecks all records
- Clear All: Unchecks and clears master record selections for all records
2. Current Master Rule
- Click the dropdown arrow on the right and select:
- All: Applies the selected Master Rule to all records
- Checked: Applies the selected Master Rule to any checked sets
- Unchecked: Applies the selected Master Rule to unchecked sets
- The Unchecked option allows users to apply a rule to all, then apply a different rule to any sets that did not have a master selected, or make manual selections for key groups then apply a rule to what's left (the unchecked)
3. Grid Setup
- Show More Fields: Displays a pop-up to select additional fields to show in the grid
- New fields will be added to the right of all current data but can be dragged and dropped to a desired position
- Re-saving the scenario will update the scenario to include any fields added to the grid (updates the Fields to show on found duplicates grid in Step 1)
- Export Grid Data: 3 options for exporting grid results to a spreadsheet
- Formatted XLS: Exports to an xls file with all formatting intact (will look like the grid), data will be sorted by duplicate group
- Data File: Exports to a raw data file (no formatting or grouping)
- Users may want to sort by the CRMfusion_dupeKey so all duplicates are together
- File type options include xls, xlsx, csv, accdb, dbf, xml, tab and sql
- CRMfusion_MasterIcon column translates the pin colors/number codes to literal strings (i.e. Master, Non-Master, Custom Merge Set, Not Set)
- Master / Non-Master File: Exports just 2 columns, Master ID and Non-Master ID
- ONLY exports groups with a master selected
- Does not export records where no master is selected (groups that will not be merged) or groups set up with custom merge
- Detailed information on the Export Grid Data options can be found HERE .
4. Grid Display
- Drop Down: Show All; Show Checked; Show Unchecked
- Show All: Shows all returned potential duplicates
- Show Checked: Shows only those records that have a check in their check box
- Show Unchecked: Shows only those records that do not have a check in their check box
- Show Grid Horizontal Scroll: Allows the user to enlarge the fields on the grid and scroll left to right allowing for more screen area
Edit Field Values
- Right clicking on any field in the duplicate grid will give the user an option to:
- Update Value in Salesforce: Will only update that field and only for the record that was right clicked on with a value specified by the user
- Update Groups Rows in Salesforce: Will update that field for all records in the duplicate group with a value specified by the user
- Either option will make the change in real time and does not require a merge to "commit" the change
