Stratus Cloud Solutions Stratus Docs
Documentation / Data Cleanser User Guide / Reviewing & Merging Duplicates

Record-Page Actions

From an Account, Contact, or Lead record page, users can jump straight into Data Cleanser’s merge workbench for that record’s duplicate group — without opening the app and searching the Review queue.

This is a Lightning record action (component label: Data Cleanser Review Duplicates). It deep-links into the Review workbench for the current record’s group when one exists.

What you need first

  • Data Cleanser installed, with the user assigned a Data Cleanser permission set.
  • At least one active scenario that has produced a duplicate group containing the record.
  • The action added to the object’s Lightning page / Salesforce Mobile and Lightning Experience Actions (admin setup — once per object).

Add the action (admin)

  1. In Setup, open the Lightning Record Page (or page layout / dynamic actions) for Account, Contact, or Lead.
  2. Add the action Data Cleanser Review Duplicates to the highlights panel or action list.
  3. Activate and assign the page so users see the action.

Repeat for each object where you want the shortcut. The action is exposed as a Lightning record action bundle; it does not replace the in-app Review tab.

Use the action (end user)

  1. Open an Account, Contact, or Lead that is part of a duplicate group.
  2. Click Data Cleanser Review Duplicates (or the label your admin configured).
  3. Data Cleanser opens the merge workbench focused on that record’s group — same comparison, master selection, and merge flow as Comparing Records & Merging a Group.
If the action does nothing useful
  • No group yet — run or wait for a scan, then try again.
  • Group already merged or cleared — Reset / Clear or a completed merge removes groups; re-scan if needed.
  • User lacks access — confirm permission set and CRM edit rights on the object.

Related: record-page Quality card

Separately, when the Data Quality license is active, a Data quality score card can appear on Account, Contact, and Lead record pages (gauge, dimension breakdown, failed checks). That card is documented under Data Quality Score — it does not open the merge workbench.