There is one bewilderingly simple way to check how many duplicates you have. ‘Show Unique Count’ allows you to count the number of unique records in a Salesforce report. While the best way to prevent duplicates is by activating Salesforce duplicate rules (but these rules are sometimes not perfect*), this reporting hack is a quick option to run a check.
- Click 'Edit', then on the dropdown arrow on the column you are targeting (in this case, email), click 'Show unique count':
- The unique count will appear at the bottom of the report:
- Unique Count Tips & Considerations.
How to check how many duplicates you have in Salesforce?
There is one bewilderingly simple way to check how many duplicates you have. ‘Show Unique Count’ allows you to count the number of unique records in a Salesforce report.
How do I merge duplicate records in Salesforce?
If you happen to be on Performance or Enterprise edition, you can use Salesforce’s Duplicate Jobs to leverage your Duplicate Rules and merge records. If not, you’ll have to decide if you want to develop a tool to merge duplicates, use something from the AppExchange, or let users merge the records.
How to create and edit duplicate rules in Salesforce?
In Salesforce Setup, search for Duplicate Rules on the left menu. Click New Rule and choose an object or edit an existing rule. To edit a rule, you have to deactivate it first. Name the rule - if you plan to have a lot of rules, consider a naming convention so it’s easier to find the rule you need to edit.
What does Salesforce flag as duplicates?
Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t. Now let’s learn more about using duplicate rules to manage records.
How do you find duplicates in Salesforce reports?
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...
How do I filter duplicates in Salesforce?
How to configure duplication rules:Go to Setup, in the QuickFind type Duplication Rules.Select New Rule and the object you want.Enter a name and description.Select the record-level security required: ... Set the action you want to happen when records match.More items...
Why are there duplicates in my Salesforce report?
If you select at least one Territory field, then the report behaves as Contacts with Accounts and Territories. As a result, if an Account or Contact is assigned to two different Territories or is assigned to the same Territory for different reasons, it will be returned twice.
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.
Can you filter out 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.
Can we remove duplicates in Salesforce reports?
In Salesforce Setup, search for Matching Rules on the left menu. Click New Rule to create a new rule or click Edit to edit an existing rule. Note: Rules that are active cannot be edited, deactivate the Duplicate rule and the Matching Rule to edit.
How do you prevent duplicates 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 cases in Salesforce?
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.
What is a duplicate report?
The Duplicate Report provides a duplicate copy of the evaluation completed in a Primary Service, in a Reactivation or in a Re-evaluation.
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. You can't add the Potential Duplicates component to custom objects.
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.
Customizing Matching Rules
to Set Up Your Matching Rules, Follow These Steps
- In Salesforce Setup, search for Matching Rules on the left menu
- Click New Rule to create a new rule or click Edit to edit an existing rule. Note: Rules that are active cannot be edited, deactivate the Duplicate rule and the Matching Rule to edit. Standard rules...
- Choose the object that the matching rule is for.
- In Salesforce Setup, search for Matching Rules on the left menu
- Click New Rule to create a new rule or click Edit to edit an existing rule. Note: Rules that are active cannot be edited, deactivate the Duplicate rule and the Matching Rule to edit. Standard rules...
- Choose the object that the matching rule is for.
- Enter a rule name and select the fields and matching method for each one. For details on the matching methods, check out the Salesforce help.
Customizing Duplicate Rules
- Now that you have matching rules, you can decide what happens when they find a match. To customize Duplicate Rules search for Duplicate Rules in Salesforce Setup. Like Matching Rules, there are a few things you may want to consider before setting these up: 1. Should duplicate checks bypass sharing?If your organization's records are private, you'll have to determine wheth…
to Set Up A Duplicate Rule, Follow These Steps
- In Salesforce Setup, search for Duplicate Rules on the left menu.
- Click New Rule and choose an object or edit an existing rule. To edit a rule, you have to deactivate it first.
- Name the rule - if you plan to have a lot of rules, consider a naming convention so it’s easier to find the rule you need to edit.
- In Salesforce Setup, search for Duplicate Rules on the left menu.
- Click New Rule and choose an object or edit an existing rule. To edit a rule, you have to deactivate it first.
- Name the rule - if you plan to have a lot of rules, consider a naming convention so it’s easier to find the rule you need to edit.
- Bypass sharing rules if needed - if you want to match on all records, change Record-Level Security to Bypass sharing rules.