Required User Permissions.
- Reps see a message with the number of duplicates found. The number represents only the records that a rep has access to. If you’ve selected the …
- If your duplicate rule includes an alert, it appears beneath the message.
- If your duplicate rule lets reps save duplicates, they see the Save (Ignore Alert) button. If your duplicate rule blocks reps from saving duplicates, …
- The list of duplicates includes only records that a rep has access to. The fields shown include only fields that the rep has access to, up to the …
Table of Contents
How to delete duplicate records in Salesforce?
- Open a new excel file that is blank
- Go back to the excel file with the records and right click the column letter of the column that includes the email addresses. …
- Go back to the file which includes only email addresses. …
- Now click only the first email address in the file and click: Format; then Conditional Formatting. …
How to merge duplicate contacts in Salesforce?
How to Merge Duplicate Contacts in Salesforce. Once you have created Duplicate and Matching rules, Salesforce is able to identify potential duplicates in your org. However, you need to add the “Potential Duplicates” component to your Lightning record page, to be able to see them! This is really simple to do. Just open the Contact Record …
How to merge duplicate records in Salesforce?
Merge duplicate records Select the duplicate records, and then click Merge. In the Merge Records dialog box, select the master record (the one you want to keep), and then select any fields in the new record that you want to merge into the master record. Data in these fields may override the existing data inthe master record.
How to merge duplicate accounts in Salesforce?
How to Merge Duplicate Salesforce Accounts Similarly to Contacts, ensure your Account Record Page contains the “Potential Duplicates” component to display, when duplicates exist: From that component, you can select “View Duplicates” to review which other Account records have matched the existing duplicate rules.
How do I manage duplicate records 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.
How do I check duplication rules in Salesforce?
To see the duplicates detected by a duplicate rule, users must have Read access to the object defined in the rule. 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.
How do you find duplicates in Salesforce lightning?
In Setup, use the Quick Find box to find Lightning App Builder. On accounts, contacts, or leads, add the Potential Duplicates component. Select how you want to alert sales reps to duplicates.
How do I find duplicate records in SOQL?
There are three SOQL clauses that are important here.GROUP BY. Groups a set of records by the values in the field you are passing. An optional clause in SOQL queries. … HAVING. An optional clause in SOQL queries. … COUNT(FieldName) Another optional clause in SOQL queries.
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…
What are duplicate records in Salesforce?
Duplicate record sets list the duplicates found when duplicate rules or jobs run. Reports of duplicates are generated from these sets. Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce.
What’s true about duplicate records in Salesforce?
What’s true about duplicate records? How can controlling duplicate records help admins? TF: flagging records that are potential duplicates can save his reps time and prevent them from missing important sales opportunities. no guessing about whether a colleague is already qualifying the same prospect.
How do I find duplicate accounts?
How to identify double users / duplicate accountsCheck the Email address. You cannot register with the same email address twice, however some users actually will use a secondary email account to register. … Check the IP address. … Other things you can check.
How do I run a duplicate rule in Salesforce?
Run Duplicate Jobs in Lightning ExperienceIn Setup, use the Quick Find box to find Duplicate Jobs.Click New Job.Select an object. … To rerun a job, click New Job, and then select the same object and matching rule.To view and merge duplicates, open a job summary page, and then open a record set.
How do you prevent duplicate records in Salesforce?
Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can’t save a new lead.
How do you prevent duplicate records in Salesforce Apex?
Preventing duplicate records in Salesforce based on a single field can be achieved using a Set that can store the values of that specific field from all existing records and compare it with the list of new records that are going to be inserted.
How do you prevent duplicate records in Salesforce using validation rule?
The most common way to prevent record creation or updates in Salesforce is through a validation rule. But can a validation rule prevent duplicates? The short answer: no. A standard validation rule can only use specific record data, so it can’t find potential duplicate records.
1. A Matching Rule Compares Records and Detects Duplicates
The matching rule specified in a duplicate rule or job can compare records on the same object, such as leads, or one other object. For example, a rule can compare leads that duplicate contacts.
2. A Duplicate Rule or Job Handles Duplicates
Duplicates can be detected when a sales rep creates, clones, or edits a record and a duplicate rule runs, or when you run a duplicate job. They can also be detected as part of other processes, such as importing or an API.
3. Sets and Reports List Duplicates Found
Duplicate record sets list the duplicates found when duplicate rules or jobs run. Reports of duplicates are generated from these sets.
What is a company name in a dedupe?
For account record dedupe, company name is usually the secondary match field after domain. Company name is often involved in deduping contact records as well because your contacts can be affiliated with multiple companies. Before you use company name as a dedupe field it’s best that you do the following first:
Is fuzzy matching a good tool?
To Fuzzy or Not To Fuzzy? Fuzzy matching can be a very powerful tool when it comes to identifying duplicate records . However, no machine algorithm is perfect, so anytime you use fuzzy matching you are going to be trading off between false positives and false negatives. False positives are incorrect matches found.
How to Check Duplicates with Salesforce Reports
Use case: as a marketer, you consider any lead with the same email address a duplicate. You want to check how many leads have the same email address.
Unique Count Tips & Considerations
As I said before, the best way to prevent duplicates is by activating Salesforce duplicate rules but it will enable you to run a quick check.
Rules for Duplicate-Free Data
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
Activate a Matching Rule
We provide standard matching rules for you. If you established your instance of Salesforce for Winter ’15 or earlier, like Maria, you activate the standard rules you want to use. Maria, however, wants to activate standard rules for only accounts and leads. She has other plans for her contacts, which we cover after this procedure.
Create a Custom Matching Rule for Contacts
For contacts, Maria wants to include fuzzy matching for the Mailing Street field.
Block Duplicates with Fuzzy Mailing Streets
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
Report on the Creation of Duplicate Accounts and Leads
Maria doesn’t block reps from creating duplicates for accounts and leads. So Lincoln wants to see the quality of account and lead data and how well the duplicate rules work. To help Lincoln, Maria sets up custom report types.
Resources
Use these resources to learn more about matching rules and duplicate rules.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Prevent your users from entering duplicate records
Salesforce natively has tools to help discourage or inhibit users from entering duplicate data across any device. Duplicate management rules in Salesforce help identify potential duplicates records across accounts (business & person), contacts, leads & custom object records.
Identify if there are duplicate records within your org
Now rules have been set up to prevent duplicates from being created; you want to clean up any potential double-ups you already had in the system. We recommend using an app from the Salesforce AppExchange as a quick and easy way to understand the duplicate records within your system.
Clean up any duplicate records
The apps mentioned above all have the functionality to merge and delete duplicate records. There is also the ability to merge records natively within Salesforce.
Speak to the experts
If you find that large volumes of your records are duplicates or finding that the quality of your data is lacking, you should look to engage a data specialist. We recommend reaching out to Database Consultants Australia (DCA) to discuss the state of your data and how you can improve it further.
