Settings Reference

Show Fields

"Show all fields" or "Show fields with ONLY different values".

View

Horizontal View or Vertical View.

Density

Auto, Comfy, or Compact for the horizontal workbench.

Click Save. An "Unsaved changes" indicator reminds you if you've edited without saving.

Index batch size for the scalable duplicate-detection pipeline (default 1000, range 1–2000). Requires the Data_Cleanser_Match_Engine_Admin custom permission. Full detail: Detection Engine.

Unified panel with Standard and Custom tabs for enabling objects to scan. Shown when the license includes Enterprise object coverage. See Objects Settings, Standard Objects, and Custom Objects.

Create Opportunity

Salesforce default, No, or Yes.

Converted status

Which lead status to apply on conversion, from your org's lead statuses.

Choose which fields appear in the merge workbench, and in what order, per object: Leads, Accounts, and Contacts.

• Tick or untick columns, or use Select all / Unselect all.
• Drag rows (or use move up / move down arrows) to reorder.
• Reset restores defaults; Save applies your changes.

Reordering is disabled while a search is active — clear the search box first to drag columns.

Run work automatically on a schedule. Tabs cover Leads, Accounts, Contacts, any enabled custom objects, and — with the Data Quality license — a Data Quality scoring tab.

• Edit run time — turn the scheduler on or off and pick the daily run time (1:00 AM to 12:00 AM). Scenario tabs and the Data Quality tab each have their own schedule state.
• Weekday schedule (scenarios) — assign a scenario to each day (Monday–Sunday). Toggle Schedule scenario on or off per day.
• Data Quality tab — toggle weekdays for automatic scoring (no scenario picker). See Data Quality Scheduling.
• Custom-frequency scenario schedules appear as cards with When / Scenario / Run time and an Edit button.

The next scheduled scenario run shows on the Home page Next Run stat card.

Scheduled scenario runs scan only — they do not mass-merge results automatically. Merging still happens from Review. See Administration Guide for scheduling internals.

Configure dimension weights and checks per object, then run scoring from the Quality tab. Requires the Data Quality license. See Data Quality Score and Quality Check Reference for every check type.

Simple mode

Scores against bundled default checks. Shows dimension weights, freshness threshold, and use-case guidance.

Advanced mode

Edit weights (sliders, must total 100%) and add, remove, or reweight individual field checks.

Check types

Populated, Email format, Phone format, Website format, Picklist valid, Regex, Number range, Freshness, Uniqueness.

Save & run

Save the profile and immediately queue scoring for the selected object.

Freshness threshold

Records without business activity within this window lose freshness points (default 365 days).

Force full scan

Manual override for the selected object. Saves the current profile, then scores every record immediately — even when rules are unchanged and the full-rescore interval has not elapsed.

Scoring schedule

Summary of the Data Quality weekday cron, with a button that opens Auto Schedule → Data Quality. Full rescore interval and weekday run time are configured there. Full detail: Data Quality Scheduling.

Available on the Pro + Rollback license. Controls snapshot retention and rollback event purge. See Rollback Merges for the full workflow.

Snapshot retention & purge (days)

How long merge field snapshots stay available for rollback and how long completed, failed, or expired rollback records remain before automatic purge (default 90, maximum 150). Salesforce Recycle Bin is not used.

Save

Applies retention changes. An "Unsaved changes" indicator appears while edits are pending.

Expired merges and partially rolled-back events that can no longer be acted on are removed immediately.

Shows

Object, Scenario, Run DateTime, Number of Groups, Number of Duplicates, and Number of Merges.

Actions

Delete individual entries or use Delete All with confirmation.

Checkbox-driven recovery for stuck platform state and selected Data Cleanser data. CRM Account, Contact, and Lead records are never deleted.

The error and warning log for merge operations — where Home page View log links land.

• Left pane lists warnings with title, scenario, and date. Select one for full detail: time, object, scenario, summary, affected record IDs, and expandable full log.
• Delete one warning or Delete All — both require confirmation.

Data Cleanser keeps the most recent 45 warnings; older ones are pruned. Very long logs may show: "The merge engine could not save the full error because it exceeded the Merge Log field limit."

Where it is

The last section in the Settings sidebar. It used to be its own top-level tab; the view is unchanged, only its location.

What it shows

Package access and merge usage — license type, expiry/renewal date, merges left, merges used, and merge limit, plus a usage meter on Trial.

Read-only

Nothing to enter or edit here. Your standing comes from your Data Cleanser Product Key (every org starts on a Trial key; upgrading to Basic or Pro provisions a new one).

Full detail — trial merge counting, blocked-merge banners, and why Pro/Basic shows "0 merges left" — is on the License page.