In this webinar, our experts showcase a variety of demo use cases of how different components of the...
Have you ever run a duplicate detection job and wished you could change the view columns to help when you're comparing potential duplicates? The good news is you can! But it's not as straightforward as changing other views in the system. The key is to understand how the duplicate detection view is put together. It's actually a combination of three different pieces.
Piece 1: The Static Part
The first part of the view is composed of three columns that never change: the Name column, the Status column, and the Modified On column.
Piece 2: The Rules Part
The next section is pulled from your duplicate detection rules. In the case above, there are rules looking for matches on Lead email addresses, mobile phone numbers, and business phone numbers. These columns are inserted into the view after the three static columns.
Piece 3: The Dynamic Part
The last columns are all pulled from the entity's lookup view. The system compares what columns are in the duplicate detection view already from pieces 1 and 2 to the columns in the entity's lookup view and fills in the columns that are missing. This doesn't include columns that are being pulled in from related entities. This is where you can customize the columns you see in the duplicate detection view. Simply edit the entity's lookup view with the columns you feel will be relevant in your duplicate comparison, publish, and then return to your duplicate detection job to see the new columns added to the view!