Direct Processing

The Direct Processing feature is available in our Premium Edition.
This page contains information regarding the set-up and use of the Direct Processing feature.
The Direct Processing feature is a prevention tool that automatically merges and converts duplicate records at entry point without any user interaction. 




Convert Settings
Apply direct convert/merge on  For which channel you want to apply the Direct Processing feature 
Direct convert with the Convert Status   The status that will be applied to the converted records
Direct convert/merge if the score is equal or higher  The duplicate records found will be processed by the Direct Process feature only 
when the matching score of the duplicates is equal or higher to the threshold number.


It can process records entering your Salesforce environment from Web to Lead, Unique Import / API Bulk Insert or API Single Insert feature.


For both 'convert' and 'merge' processing you can choose from the following channels.


To be able to convert the records processed by Direct Processing, the Cross Object feature should be enabled in the Object settings.


API / Apex Update /Apex Insert  By choosing to apply direct convert or direct merge to API / Apex Update / Apex Insert, all duplicate records that are created via API will be merged or converted automatically, from the threshold level of your choice. 
Unique Import  By choosing to apply direct convert and / or direct merge to Unique Import, all duplicate records that are imported via any import tool, will be merged or converted automatically from the threshold level of your choice. 
Web to Lead  By choosing to apply direct convert and / or direct merge to Web to Lead, all duplicate records that are created via the Web2Lead process, will be merged or converted automatically from the threshold level of your choice.
DC Apex API   By choosing to apply direct convert and / or direct merge to DC Apex API, all duplicate records that are created via the DC API, will be merged or converted automatically from the threshold level of your choice.


All actions dealt by the Direct Processing feature, all duplicate records merged and converted, can be viewed on the DC Audit Logging page.
Do not set the threshold too low, merging false duplicate records can't be undone.
You can see step by step how to configure and use the Direct Processing in this article.

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