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Documentation / Data Cleanser User Guide / Settings

Custom Objects

Data Cleanser can find and merge duplicates on subscriber custom objects — the objects your org defines beyond standard Salesforce CRM types. Enable them under Settings → Objects → Custom, then build matching scenarios and work groups in Review the same way you do for Accounts, Contacts, and Leads.

Custom object support requires an Enterprise or Enterprise + Rollback license. The settings panel is also available during Trial so you can evaluate detection on your own objects. Standard CRM extras live on the Standard tab — see Objects Settings.

Open Custom Object settings

In the Settings tab, choose Objects in the sidebar, then the Custom tab. The panel lists every eligible custom object in your org that Data Cleanser can scan:

  • Queryable, accessible custom objects the current user can see.
  • Excludes package objects, custom settings, platform events, external objects, and share/history tables.
  • Search by label or API name to narrow a long list.

Selected objects appear in Scenarios, Review, scheduling, and Home stats once you save.

Enable a custom object

1

Select objects

Move one or more objects from Available custom objects to Selected custom objects using the dual listbox.

2

Save

Click Save. Each selected object gets a profile row in the registry.

3

Build a scenario

Create a matching scenario for the object, run a scan, and review duplicate groups. See Creating & Managing Scenarios.

Deselecting an object prompts for confirmation — Data Cleanser stops retaining duplicate groups and related detection data for that object.

How merge works on custom objects

Custom object consolidation uses describe-driven merge — Data Cleanser reads field metadata from your org and applies survivorship choices field by field. This is not native Database.merge; child relationships are reparented or cloned according to the object's describe, and the Review workbench experience matches standard CRM objects: pick a master, choose field winners, and merge.

What is eligible
  • Custom objects ending in __c that are queryable and accessible.
  • Not custom metadata (__mdt), platform events (__e), or external objects (__x).
  • Not Data Cleanser package objects or share/history shadow tables.
  • Up to 500 objects listed in the picker at once — use search to find the one you need.
Review queue object filter

Each selected custom object gets its own pill in the Review duplicate-queue object menu, with a count badge. See The Duplicate Queue.

Standard objects

Standard object duplicate detection — Case, Opportunity, Asset, and more — is configured under Settings → Objects → Standard. See Objects Settings and Standard Objects.

Permissions and access

Users only see and merge custom object records their Salesforce profile and sharing rules already allow. Assign the Data_Cleanser_User permission set and confirm field-level security on the custom object's fields used in match rules.