Limitations and Troubleshooting

Platform boundaries, common failure modes, and an administrator pre-flight checklist. Use this when user-facing troubleshooting steps are not enough.

What Data Cleanser does not do

No Salesforce Duplicate Management integration — does not read or write Duplicate Rules, Matching Rules, or Duplicate Record Sets.
No custom object scanning — Account, Contact, Lead only.
No transitive grouping — see Duplicate Groups & Scan Architecture.
Rollback requires Pro + Rollback — without that license, merges follow native Salesforce behavior and cannot be rolled back.

Hard limitations and edge cases

Blank match components omitted from keys — can cause unexpectedly broad groups.
Fuzzy = Soundex equality only — not Levenshtein / edit-distance (see Match Rules — Technical Reference).
Street normalization: only CRESCENT, ROAD, STREET abbreviations.
Mass merge: max 20 members scored per group; 10 groups per batch.
Manual merge: max 30 losers per API call.
Not_duplicate__c exists but scan queries do not filter on it today.
Scheduled scans do not auto-merge (Auto_Merge__c unused by scheduler).
Review queue empty until scan completes — not incremental streaming.
Experience Cloud / guest users not supported — authenticated CRM users expected.
Only one enabled scenario per object type should be active for grouping.

Advanced troubleshooting

Symptom	Likely cause	Where to look
“Duplicates” that should not match	Blank field omitted from key; partial key match	`DCM_Duplicate_Key_Re__c` on records; tighten rules
Expected chain not grouped	No transitive closure	Add rule producing one shared key for A, B, and C
Fuzzy too loose or too strict	Phonetic Soundex, not spelling distance	Word Mapping or Exact instead of Fuzzy
Group missing from Review	Roll-up ≤ 1 or scan still processing	Wait for scan; check `EnabledStatus__c`
Queue empty during scan	By design until scan completes	Home alerts; Starting Scans
Mass merge wrong survivor	Master rule scoring	Master rules; manual merge override
Overflow did not save email/phone	Overflow is Description-field choices	Select overflow values; confirm Overflow ON
Schedule did not run	`Day__c` format mismatch	`Duplicate_Scheduler__c` rows vs scheduler format
Schedule ran but nothing merged	Scheduler scans only	Expected — run Review or mass merge manually
Merge failed mid-batch	Validation rule, sharing, native duplicate rule	Settings → Warnings
Trial blocked unexpectedly	Multi-select counts merges upfront	Settings → License; reduce selection size
Records missing in workbench	Sharing or FLS	Permission set + record access

Administrator pre-flight checklist

Review validation rules on Account, Contact, Lead that fire on merge/update.
Confirm required fields on survivors can be populated from losers.
Check Salesforce Duplicate Rules — native rules may block merge DML independently.
Verify sharing: users only see and merge records they can access.
Confirm Person Account configuration and Name field handling.
Configure Lead conversion preferences for cross-object scenarios.
Assess Batch Apex capacity; default scan batch size is 100 on install.
Assign Data_Cleanser_User permission set to merge operators.
Grant FLS on package fields (DCM_Duplicate_Key__c, DCM_Master_Score__c, etc.).
Confirm users have standard merge rights on target objects.

Reset Database — technical detail

Deletes duplicate groups CRM records untouched

Deletes Duplicate_Group__c and junction records for ticked types.

Re-run a scan to rebuild groups.

Restores defaults Scenarios retained

Resets Data Cleanser settings and preferences to defaults.

Does not delete scenarios or CRM data.

See Settings Reference for the user-facing description.

Start with Troubleshooting & Quick Reference for everyday errors. For match-key or batch-job investigation, continue with Match Rules — Technical Reference and Administration Guide.