Defining the Merging campaign

Adding a Merging campaign

EnrichVersion
6.4
task
Data Quality and Preparation > Reconciliating data
Data Quality and Preparation > Deduplicating data
EnrichPlatform
Talend Data Stewardship

In this scenario, you define the CRM Data Deduplication campaign to allow data stewards to address potential duplicates in the contact records in the CRM system of an enterprise.

Start by defining the campaign metadata.

Procedure

  1. Click CAMPAIGNS > ADD CAMPAIGN.
  2. Enter a name and a description for the new campaign.
  3. Select Merging as the campaign type.
  4. Leave the DEFINE SOURCES option inactivated as duplicate data in this example comes from one source.
    When you define source names in the campaign, make sure that they do not contain dots and that they do not start with a dollar signs.
  5. Click the switch next to ENABLE TASK RESOLUTION DELAY and set the delay to be used to calculate the due dates.

    The due date is calculated by adding the delay you set to the date and time of loading the tasks in the campaign. If you leave this option disabled, the DUE DATE column in the task list stays empty and tasks do not have resolution delay.

    The due date in a Merging campaign is only on master records.

  6. Click in the CAMPAIGN OWNERS field and select from the list one or more users to grant them access on the current campaign.
    This list shows all the users defined in Talend Administration Center and assigned the role of campaign owners.