Table of Contents
How do I clean up duplicates in Salesforce?
In Salesforce Classic Click + (All Tabs) on the Navigation bar. Search for Duplicate Record Sets. Select the Duplicate Record Sets that need to be deleted. Click the Delete button.
How do I mass delete duplicates in Salesforce?
Select Show all Salesforce objects and select Duplicate Record Set (DuplicateRecordSet) object. Select Id and any other desired fields and follow the prompts to complete your export. For more information, review Exporting Data. Review the resulting CSV file to verify the DuplicateRecordSet to be deleted.
How do I turn off duplicates in Salesforce?
To disable this feature in your Salesforce organization, follow these steps:Log into your Salesforce account as the administrator.Go to Setup > Data.com Management > Duplicate Management > Matching Rules.Click on ‘Deactivate’ on the rule that needs to be disabled.More items…
How do I manage duplicates in Salesforce?
To manage duplicates that aren’t surfaced by a duplicate rule, create a duplicate record set.On a duplicate record set list view, click New.Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).In Lightning Experience, in the Related tab, click New.
Can you remove duplicates in Salesforce report?
You can’t remove the duplicates in the report; the report builder doesn’t do distinct so I’d recommend Excel.
How do I report duplicates in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. … Click Next.Relate Duplicate Record Items to the primary object that you selected.More items…
Can we bypass duplicate rules in Salesforce?
For a duplicate rule, when the Alert option is enabled, bypass alerts and save duplicate records by setting this property to true . Prevent duplicate records from being saved by setting this property to false .
How do you find duplicate leads in Salesforce?
Go to Salesforce setup, and search for ‘Report Types’.Click ‘New Custom Report Type’.Choose Leads as the Primary Object.Name your report type, eg. Duplicate Leads Detected. Add a description, I like to describe what our business considers a duplicate, ie. … Store in the ‘Administrative’ category.Select ‘Deployed’.
Where are duplicate rules in Salesforce?
From Setup, use the Quick Find box to find Duplicate Rules. To edit a rule, click the rule name, and click Edit. To create a rule, click New Rule, and select the object you want the rule to apply to. Enter the rule details, including a name, description, and record-level security settings.
How do I merge duplicates in Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. … To find the duplicate accounts, enter a search string. … Select up to three accounts you want to merge. … Select one account as the master record.Select the fields that you want to retain from each record. … Click Merge.
What is deduplication in Salesforce?
Deduplication and matching rules are what determines if there’s a potential duplicate record and creates a duplicate alert on the record you’re viewing. Besides native options in Salesforce and several tools to help you dedupe your Salesforce instance on the AppExchange, your organization will need to make changes.
Why duplicate data is a problem in Salesforce?
Duplicate Salesforce data can be a serious problem. It can be a drain on your marketing budget. It can hinder your sales team. It keeps you from having a single customer view that you will use to guide your interactions with them throughout the customer lifecycle.