Transfering Duplicate Check Configuration

Plauti Deduplicate configurations are highly detailed and customizable rule sets that control how duplicates are identified, compared, and merged within your Salesforce Org. These configurations can be exported to a file and imported into another Org to streamline setup or synchronize environments.

Why Transfer Configurations?

Scenario	Benefit
Refreshing a sandbox	Restore deduplication setup identical to production
Promoting changes to production	Migrate verified configuration from sandbox to live org
Backing up before making changes	Save current config for rollback or audit purposes
Cloning a working setup across orgs	Reduce manual setup effort and prevent errors

What Gets Transferred?

The export file contains all Plauti Duplicate Check setup data from your Salesforce Org. This includes everything required to fully replicate your deduplication configuration in another environment.

This means:

All matching and merge rules
All object- and field-level configurations
All predefined scenarios, filters, synonyms, and weighting logic
All cross-object relationships and custom logic

No manual reconfiguration is needed after import, assuming metadata compatibility between source and target orgs.

Transfer Strategy

To move a configuration:

Export from the source Org
Review/edit the JSON file (optional)
Import into the target Org

The structure is highly portable but may require manual tweaks if orgs differ in metadata or field availability.