- Navigate back to the Duplicate Management menu in Setup and click Duplicate Rules.
- Click NPSP Contact Personal Email Match. You can choose to allow or block users from creating or editing potential duplicates with the Action On Create and Action On Edit settings ...
- Click Activate.
What are duplicate rules in Salesforce?
Resolve and Prevent Duplicate Data in Salesforce
- Learning Objectives. Explain the difference between matching rules and duplicate rules. ...
- Rules for Duplicate-Free Data. ...
- Activate a Matching Rule. ...
- Create a Custom Matching Rule for Contacts. ...
- Block Duplicates with Fuzzy Mailing Streets. ...
- Report on the Creation of Duplicate Accounts and Leads. ...
- Resources. ...
How to dedupe in Salesforce?
- What fields and rules you are going to use to match on
- What fields you need to see when looking at the match report
- What rules and criteria you are going to use to determine the “winner” (master) in the merge transaction. ...
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 duplicate a standard Salesforce button?
Salesforce Help has a fresh look and feel with all the same functionality you're used to. Try out the new site and then let us know what you think! There's link to share your feedback on every page.
How do I activate duplicates?
0:263:16Take Control of Duplicates—Use Duplicate Rules and the Potential ...YouTubeStart of suggested clipEnd of suggested clipIf your org was created in spring 15 or later the standard rules came activated for you enlighteningMoreIf your org was created in spring 15 or later the standard rules came activated for you enlightening app builder. Open the contact page layout or click new to create it. Make sure the potential
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.
How do I check for duplicates in Salesforce?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
How do I activate matching rules in Salesforce?
Lightning ExperienceClick the gear icon.Click Setup.Under 'Administration,' click Data.Under 'Data,' click Duplicate Management.Click Matching Rules.
How do I clean up duplicate records 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.
Why is my duplicate rule not working in Salesforce?
Your duplicate rule is not working because you have blocked the Action On Create and Action On Edit. First, you have to choose to allow from the picklist then check the alert checkboxes shown in below image.
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.
Are duplicate allowed in Salesforce?
You can allow duplicates by object for the entire organization—not for individual users. If, however, you want to prevent a user or profile from being able to add duplicates, you can create a trigger.
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 is the difference between matching rule and duplicate rule?
Matching Rules will identify 'what field' and 'how' to match. For example, 'Email Field, Exact Match' or 'Account Name, Fuzzy Match' They don't do anything on their own. Duplicate Rules will use those Matching Rules to control 'when' and 'where' to find duplicates.
What Comes Out-of-the-box?
Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads. These alone are insufficient, because:
1. Account Exact Name
Purpose: To prevent the creation of multiple Accounts with the exact same Account name.
2. Account Name Potential Match
Purpose: to warn users of a potential duplicate where account names differ slightly.
Leads & Contacts (People Duplicates)
Leads and Contacts are a bit more complicated. Sometimes users will say “I want to prevent Lead duplicates.” Or “I want to prevent Contact duplicates.” Both great goals, but still does not solve the total duplicate problem, even in tandem.
3. Lead-to-Lead Email Exact Match
Purpose: To prevent the creation of multiple Leads with the exact same email.
4. Lead-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Leads-to-Contacts with the exact same email.
5. Contact-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Contacts with the exact same email.
What is Salesforce Duplicate Management?
We’ve outlined some of the issues that duplicate data can cause. But, fortunately, to ensure that your organization complies with various data protection and privacy regulations, Salesforce enabled duplicate management tools to find duplicates in Salesforce as well as to track your progress in their removal.
So, How Does Salesforce Duplicate Management Work?
Matching Rules and Duplicate Rules align together to help your teams work with data that’s duplicate-free. Let’s imagine you create a contact in Salesforce. When you create the contact, the system looks for potential duplicates according to criteria set in a Matching Rule and generates a list of potential duplicates.
Who Does Salesforce Duplicate Management Work For Best?
Salesforce standard duplicate management functionality as Matching and Duplicate Rules ideally fit SMB’s or companies who are new to Salesforce. A firm that works with standard objects, a small amount of data (less than 10,000 records), and has one or two ways new records enter your Salesforce CRM, will be satisfied with it.
7 Salesforce Duplicate Rules You Must Activate Straightaway
Even though data deduplication isn’t available out of the box, luckily, Salesforce allows you to create your own Duplicate Rules for preventing duplicates. And here’s the list of must-have Salesforce duplicate rules you need to enable right now.
The Bottom Line
Clean and accurate data is an integral part of any successful business. And even though it requires time to manually activate duplicate rules in Salesforce to keep your records deduplicated, the result promises to be rewarding at the end.
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.
Written By... Ines Garcia
Ines Garcia founder of www.getagile.co.uk , is an Agile Coach, Certified Scrum Professional (CSP®-SM) and a Salesforce MVP, together helps organisations to become more agile.
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!
How to Merge Duplicate Salesforce Accounts
Similarly to Contacts, ensure your Account Record Page contains the “Potential Duplicates” component to display, when duplicates exist:
Duplicate Record Sets
Duplicate Records Sets are like list views for Duplicate Rules and display records that have been identified as duplicates. They are created when your duplicate rules for Salesforce are triggered.
Merging Duplicate Considerations
Remember hidden fields – they won’t show on the wizard, yet the values are retained from the record marked as primary.
Summary
Merging records in Lightning Experience is available and useful! As an admin, you want (need!) to keep on top of potential duplicates to ensure trustworthy data that is reflective of your awesome admin skills.
