Duplicate Detector & Merge Assistant

1. 01

   Duplicate review

   Explain one pair and recommend a survivor.

2. 02

   Merge execution

   Apply an approved merge.

3. 03

   Duplicate scan request

   Run an on demand scan for one object.

• If both records have open Opportunities with different owners, escalate to the sales ops lead and give no survivor recommendation.
• Only members of the Sales Ops Approvers group can approve. Others are told who can.
• Approvals expire after 7 days. Scores below 70 escalate to a human.
• Respect field level security and never print fields the user cannot read.

Runs on Any Cloud with active Matching Rules and Duplicate Rules, Agentforce, Slack integration. Confirm editions and licenses with your Salesforce account team.

Salesforce products

Any Cloud with active Matching RulesDuplicate RulesAgentforceSlack integration

Editions and licenses

Agentforce must be enabled in your org. Confirm editions and licenses with your Salesforce account team; we check them in the first workshop.

Agent type

Agentforce Employee Agent

From you

Agentforce and the Slack integration enabled in the org. · Active Duplicate Rules on Lead, Contact and Account. · The names of the approvers.

Language

English. The agent writes in your locale and follows your wording settings.

Where it runs

Inside your Salesforce org. Records are read and written through the agent’s approved actions only.

Not included

Cross object merges such as Lead into Contact. · Merging more than three records in one call. · Merges without approval. · Duplicate prevention at record creation.

Designed in full before a line is built, with 8 scripted test conversations. The numbers become verified results when the agent is delivered.

• Deployable sourceThe agent, its actions, objects and screens as Salesforce metadata, in your repository.
• Solution designA Solution Design Document with UML: architecture, data model, sequence and security.
• Test suiteApex tests on every action, plus scripted conversations replayed before every release.
• Least-privilege accessIts own permission sets, so the agent and your staff see only what the job needs.
• Runbook and handoverHow to run it, change its rules and roll back, with a walkthrough for your team.

• Least-privilege access

  It runs as its own user with a permission set written for this agent, so it can reach only what the job needs.

• Changes only through approved actions

  The agent cannot edit records freely. Every change goes through one of its 5 actions, each with one job.

• People make the big calls

  If both records have open Opportunities with different owners, escalate to the sales ops lead and give no survivor recommendation.

• Runs inside Salesforce

  Agentforce runs on the Salesforce platform and its Einstein Trust Layer. Confirm which Trust Layer features apply to agents in your org with your Salesforce account team.

• Every change is on the record

  What the agent does lands as normal Salesforce records with their full history, so you can see who changed what and when.

• The review is free

  A 60-minute call with an architect about the Duplicate Detector & Merge Assistant and your org, with a written plan you keep.

• A fixed-scope proposal first

  Before any work starts you get a written proposal with milestones. You approve it, or you do not.

• Timing follows scope

  How long it takes depends on your setup and your rules. The proposal states the milestones up front.

• Or inside a monthly plan

  Agents can be built and run through one of our monthly delivery plans, alongside your other Salesforce work.

Salesforce licenses, including Agentforce, are bought from Salesforce and are not part of our fee. See our plans and pricing →

• One-page brief (PDF)

  What it does, the rules it follows and what you need, on one page you can forward.

  Get the brief →

• Slide deck (PDF, 6 slides)

  For your team or steering group: the problem, what it does, the rules it follows and how we deliver it.

  Get the slides →

• Talk to an architect

  A free 60-minute session on how it would work in your org, with your processes, your data and your rules.

  Book a session →

• The whole library

  Every agent we offer, by business area.

  Browse agents →

Further reading from our architects

• Claudeforce: what actually changes for the people who run the orgSalesforce and Anthropic announced Claudeforce on 26 August 2026. What the sources actually state, what nobody has published yet, and what to do in your org before the beta reaches you.
• Personalisation with an agent in the loopWhere generated marketing content needs a human gate, and why the answer follows from how reversible the channel is rather than from how good the model has become.
• Marketing automation that does not become unmaintainableWhy marketing estates become untouchable rather than broken, and the governance that prevents it: naming, ownership, parameterisation, centralised suppression and a retirement policy.

• What does the Duplicate Detector & Merge Assistant do?

  The Duplicate Detector & Merge Assistant scans Leads, Contacts and Accounts each week, explains every likely duplicate pair in Slack, and merges a pair only after a member of the Sales Ops Approvers group approves it. Every merge writes an audit row.

• Which Salesforce products does it run on?

  Any Cloud with active Matching Rules and Duplicate Rules, Agentforce, Slack integration. Confirm editions and licenses with your Salesforce account team.

• Where do people use it?

  Slack, Salesforce.

• What does it not do?

  Cross object merges such as Lead into Contact; Merging more than three records in one call; Merges without approval; Duplicate prevention at record creation.

• Is there a demo?

  Not yet. This agent is in our build program and is coming soon. We can scope it for your org now, and show you the agents that are already live.