When creating a Search Index, a special key will be generated for your records, which allows Duplicate Check to compare them in a more advanced way. For example, using the Fuzzy Matching Methods
in a scenario with the Search Index feature enabled will bring better results when matching records that are not 100% equal, with a spelling error or different format.
When creating an index, Duplicate Check will create a search key only for the fields that are defined in your scenarios.
You can enable the Duplicate Check Search Index for a certain Object in the *Objects* Setting
located on the DC Setup page
The Search Index can be configured in the advanced *Object* Settings
|Search Index with Wild Card
||If enabled, Duplicate Check index search will return partial matches.
|Index Creation for single records
||Determines when the Index creation will start. You can let DC decide when by choosing:
"DC Determines the best option" - Duplicate Check decides when the index is updated.
"Directly. Index is Directly available" - The index is updated right away.
"In the background. There is a delay in Index creation" - Index is updated in an apex job, started whenever Salesforce allows it to start.
|Number of records returned in index search
||Decides how many records Duplicate Check returns in the first step of the search procedure. Do not change this, unless you get instructions from our support team.
|Chunk size in Index Creation job
||Determines the chunk size of the index creation job. Do not change this, unless you get instructions from our support team.
||The location where the Search Index will be stored.
Search Index Location
You can choose between two options for storing the indexes. Index Object
Click here to watch a short video of how to enable and create the Search Index.
The default setting is storing the index in the Index Object. When you create a Search Index, the indexes are stored in a custom object called "Index Object". Each record that is indexed takes 2kb of storage space. Within the Object itself
Another option is to store the index in the Object itself. This will store the index in a field in your record, which takes no additional storage space. As a result of updating the record, the last modified date of all records will change.
On the 'search Index' tab, you can find the 'create index' button. After clicking on the button it may take some time before the Search Index is created.We advise creating an index for every Object that you work with. Specifically, when using any custom fields in your scenario, a search index is needed to take them into account.
Please note, that if you choose to store the 'Search Index' in the the same object as the record itself, the last modified date of your record will change. This might trigger workflows you have configured.
After adding a new custom field to your scenario, Duplicate Check needs to index it. Before you can use it, please re-run your Index from the "Search Index" tab.