Find & Merge duplicate Data

The Data Merge module delivers configurable, safe deduplication across your database. From Configuration > Rules > Deduplication you manage rules per model (e.g., Contacts, Country, Industry), with an Active toggle and Merge Mode (Manual or Automatic). Inside a rule, select the target Model, scope it with a Domain (match all or a filtered subset), optionally Include archived, choose who to Notify and how often, and set a Suggestion Threshold to surface candidate duplicates. Build the matching logic under Deduplication Rules by adding lines that specify a Unique ID Field (such as Company, Complete Name, City, etc.) and the Merge If condition (e.g., Exact Match) to determine when records represent the same entity. The Duplicates smart button shows how many matches are found, and the Deduplicate action executes the merge. For deeper control, the Merge Action Manager lets you enable merging on base or custom models: click Enable Merge, define the technical model and sort Order, flag if it’s Transient, and manage Fields, Access Rights, Record Rules, Notes, and Views plus generate a menu entry with Create a Menu. Together, these tools let you design precise duplicate-detection rules, preview results, and merge confidently across standard and custom objects to keep master data clean, consistent, and trustworthy.