Creating & Managing Scenarios
A scenario is a saved configuration that defines how duplicates are detected for one object. You can build scenarios for Accounts, Contacts, Leads, or Cross-object (matches Leads against existing Accounts/Contacts so duplicate leads can be converted instead of merged).
Creating a scenario
Click New scenario and choose the object. Enter a Scenario name (required) and an optional Description, then click Create.
The object cannot be changed after creation. To target a different object, create a new scenario.
The scenario wizard
The wizard opens inline on the Scenarios page with three steps:
Match rules
Choose which fields must match for records to group as duplicates.
Filters
Optionally limit which records the scan should include.
Master
Choose which record survives a merge. Cross-object scenarios skip this step.
Rename the scenario anytime with the pencil icon. Use Next and Back between steps; on the final step the button becomes Save scenario.
The Scenarios page — filters and card controls
Filter scenarios by object (Accounts / Contacts / Leads / Cross-object) and status (All / Active / Inactive). Each scenario card shows name, object type, duplicate-group count, and status.
- Favourite star
- Pin the scenario to the Home page Favourited list.
- Edit
- Open the scenario wizard inline below the card.
- Delete
- Permanently removes the scenario after confirmation: "Delete scenario '…'? This cannot be undone."
- Start / Stop
- Starts a duplicate scan or stops the active scenario.
Delete is disabled while a scenario is active or running — deactivate it first.
When editing is locked
Why controls lock
Match rules, filters, and master rules can't be edited while a scenario is active or processing.
The wizard shows: "Deactivate this scenario before editing match rules, filters, or master rules."