Documentation
Everything you need to integrate True Record with your Salesforce org.
Salesforce Integration
Install and configure the optional Lightning Web Components for a native Salesforce experience. Includes setup instructions, permissions, and troubleshooting.
Data Quality
Understand how Data Quality findings work, including the finding lifecycle, health scores, and how to resolve issues.
API Reference
Integrate duplicate detection into your workflows programmatically. Covers authentication, endpoints, rate limits, and error handling.
Actions
Learn how merge, dismiss, convert lead, and transfer & delete work when resolving duplicates.
AI Matching
Understand how our AI-powered matching uses embeddings and K-NN search to find duplicates.
Matching Rules
Configure matching modes, blocking rules, field weights, and thresholds for duplicate detection.
Cross-Object Matching
Find duplicates across different objects like Leads vs Contacts and resolve them.
Scheduled Scans
Set up automated recurring scans to keep your data clean on a schedule.
Data Import
Import CSV files into Salesforce with built-in duplicate detection.
Data Enrichment
Enrich your Salesforce records with company and contact data from Apollo.io.
Verification Add-ons
Verify email addresses, phone numbers, and physical addresses.
Root Cause Analysis
Identify where duplicates originate from and prevent them at the source.
Permissions & Roles
Understand the role hierarchy and permissions system in True Record.
Unmerge & Restore
Reverse merge operations, restore deleted records, and use point-in-time restore.
Audit Trail
Track all actions, view before/after states, and revert changes.
Troubleshooting
Find solutions to common issues and learn how to get help.