Troubleshooting & Quick Reference
If a merge fails
The most common causes are validation rules and required fields in your org. The error toast says: "Something went wrong. Review validation rules and required fields, then try again."
Check Settings → Warnings for the full log and the affected record IDs — every failed merge writes a detailed warning entry.
Permissions
Data Cleanser respects your Salesforce permissions — you need access to the records and fields involved to view and merge them. If something is unexpectedly missing or blocked, ask your administrator to check your permission set assignment for the Data Cleanser package.
Things to know — behavior reference
- Merges are permanent without Pro + Rollback. Losing records are deleted; child records reparent to the survivor. Roll back only within the Recycle Bin window on that license — review the surviving-record preview first.
- Grouping is not transitive. A≈B and B≈C does not mean A and C group unless they share the same duplicate key. See Duplicate Groups and Scans.
- Blank match fields are skipped. Empty values are omitted from the duplicate key, which can produce broader groups than expected. See Match Algorithms.
- One active scenario per object. Starting a different scenario clears existing duplicate groups.
- Scans and mass merges run in the background. Check Home alerts, email (if enabled), Merge History, and Warnings for results.
- Locked editing. Match rules, filters, and master rules can't be edited while a scenario is active or processing.
- Scenario deletion is guarded. Can't delete while active or running.
- Partial failures don't stop a batch. Mass merge logs failures to Warnings and continues — e.g. "Merged 12 of 15; 3 failed."
Quick reference — where do I…?
| I want to… | Go to… |
|---|---|
| Find duplicates for the first time | Scenarios → New scenario → set rules → Start scan |
| Merge duplicates one by one | Review → select a group → Merge group |
| Merge everything at once | Review → Mass merge all groups |
| Convert a duplicate Lead into an existing Contact | Review → Cross-object group → choose contact match |
| Change how the comparison table looks by default | Settings → Merge Display Defaults |
| Choose which fields show in the workbench | Settings → Column Order |
| Make "Inc" / "LLC" stop breaking company matches | Settings → Word Mapping and Removal |
| Keep emails/phones from deleted records | Settings → Overflow Settings |
| Run scans automatically every day | Settings → Auto Schedule Scenarios |
| See past merge runs | Settings → Merge History |
| Investigate a failed merge | Settings → Warnings (or "View log" on a Home alert) |
| Clear detected duplicates and start over | Settings → Reset Database |
| Check how many merges I have left | Settings → License |
Advanced troubleshooting and administration
For administrator setup, scheduling limits, license internals, and deeper failure modes, see the Advanced Reference chapter — especially Administration Guide and Limitations and Troubleshooting.