How to create a Salesforce report?
1 How to Create a Salesforce Report. To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click ... 2 Salesforce Report Features. 3 Scheduling a Salesforce Report. 4 Salesforce Custom Report Types. 5 Create Your First Report! More items
Does Salesforce have a deduplication solution?
To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans.
How do I create reports based on duplicate record types?
Relate Duplicate Record Items to the primary object that you selected. Save the report type. Give your users access to the Duplicate Record Set and Duplicate Record Items objects. Then they can create reports based on the custom record type you’ve created. Let’s say that you’re using the standard duplicate rule for leads.
How does Salesforce find and handle duplicates?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
How do I avoid duplicates in a Salesforce report?
In the Matching Rules section, select the object to compare the records. Then select the matching rule that identifies the duplicates (set up in step 1). Select the field mapping for each matching rule, if needed. These steps will prevent users from entering duplicate data.
How do I deduplicate data in Salesforce?
In the first phase of a deduplication project, you focus on your data requirements alone.List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. ... List relevant fields for each object. ... Indicate matching method for all fields. ... List words to ignore.
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 duplicate a report?
To copy a reportView the report.In the top right, click. and then click. Make a copy.Select the data source(s) to use in the copy. The Create new report dialog (shown below) lists the original data sources currently added to the template on the left. ... Click CREATE REPORT.
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 mass delete duplicate contacts in Salesforce?
1:085:21How to Delete Multiple Contacts at Once - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo here we go we got two of them here i can just click the mass delete. Button it'll ask me if thoseMoreSo here we go we got two of them here i can just click the mass delete. Button it'll ask me if those are the ones i want to delete. And they're gone. So that's nice but it did require installing an
How Salesforce detect duplicates?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
How do I clone a report in Salesforce?
Open the report that you want to clone. From the dropdown options (as shown in the screenshot), select “Clone report” This will create a copy of the report. In the copy, make any changes needed in the name of the report, filter conditions or any other properties.
What is duplicate rule in Salesforce?
A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
How do you copy a report in Salesforce lightning?
0:011:00How to Clone a Report in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo first go to the report that you want to clone. Click into it. Hit the drop down arrow in the topMoreSo first go to the report that you want to clone. Click into it. Hit the drop down arrow in the top right corner. And then click save as.
How do I create a duplicate lead in Salesforce?
0:263:16Take Control of Duplicates—Use Duplicate Rules and the Potential ...YouTubeStart of suggested clipEnd of suggested clipOpen the contact page layout or click new to create it. Make sure the potential duplicates componentMoreOpen the contact page layout or click new to create it. Make sure the potential duplicates component is included in the layout.
How do I find duplicate contacts in Salesforce?
From the Contact Merge tab, click Search Contacts to search by Contact name. You can also click See Duplicate Contacts to see a list of duplicate record sets, but you'll need to set up duplicate detection first.
What is deduplication in Salesforce?
To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans. When you require all data to be saved and not blocked, other objects, cross object matching, faster processing or automatic processing it is time to look for other solutions. The first step is to list your requirements, the second step is to match these to the solutions in the AppExchange, and the last step is to test drive one or two apps.
What is duplicate management in Salesforce?
What is Salesforce Duplicate Management? The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Matching rule: Consists of criteria to identify duplicate records. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.
How do deduplication tools work?
All deduplication tools find duplicate records based on the values of fields. Most tools have some default settings to match objects such as leads, contacts and accounts, but you will get the best results when you fine-tune the settings.
How to do a deduplication project?
In the first phase of a deduplication project, you focus on your data requirements alone. 1. List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. These can be standard or custom objects. Indicate if you want to look for duplicates within the object, across objects or both.
Can you batch deduplicate other objects?
You need to batch deduplicate other objects than Lead, Contact and (Person) Account. It is pretty obvious that for many organizations these objects are the most important ones. But if you want to batch process cases, opportunities or custom objects, you’ll need to look further.
Can you wait for manual review of duplicates?
If your marketing automation processes run all the time, you cannot wait for manual review of duplicates. In that case, the fully automatic merging of duplicates saves you time, does not delete valuable data and makes sure your marketing and sales machine keeps on running 24/7.
Is there a one time cleanup in Salesforce?
A one-time cleanup is only a temporary fix for your duplicate issues. Prevention and scheduled cleanups are essential to keeping your Salesforce squeaky clean. But set & forget is not the way to go. New objects, fields and entry methods are regularly added to any Salesforce environment. Make sure to update your deduplication settings to reflect these changes.
The big deal about dupes
Duplicate records are dangerous to system credibility because users can’t find the updates that they’ve made (they’re looking at the wrong copy of the record) and each of the dupes represents an incomplete record with multiple data quality issues.
Prevention is the best cure
The starting and ending point of any deduping project is this: finding defects in processes and systems to prevent the creation of dupes in the first place.
Where to start
The only place to start is to stop and think. Because you can’t do anything good without developing a strategy to fit your specific situation. And there are several situations where something that looks like a dupe actually isn’t one. Here are some examples:
Integrated systems and plug-ins
This is where things get hairy. Let’s start with the simple stuff: plug-ins. Most plug-ins installed in SFDC don’t really mind deduping and probably won’t corrupt anything when you merge. But read that word “most” – you must test with your particular configuration of plug-ins to make sure nothing nasty happens.
Danger Will Robinson!
Deduping is such a tricky business that I have to stress these best practices:
Related Whitepapers
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Assess the Current State of Affairs
Before you begin the implementation process, you need to understand how severe the duplicate issue is and how they are coming into Salesforce. This information will allow you to measure the effectiveness of the tool after you implemented it.
Learn How the Tool Works
While this may appear to be common sense, a lot of companies implement a deduplication tool without completely understanding how it works. This refers to both the technical aspects of the solution and how it meets your business needs.
Teach Your Employees How It Works
Regardless of the product you choose, your employees will have an opinion on it one way or the other. This is why it is important to tell your users why this is such a good change and how it will help them in their day-to-day jobs.
Follow Good Change Management Practices
While a lot of attention has been given to the technical and business aspects of the tool itself, the transition will entirely depend on you. Thesis does not have to be a painful, cumbersome process especially if the old deduplication tool was not getting the job done.
Tracking the Results
The only way to know if you made the right decision in implementing the tool is to keep track of key metrics which goes beyond simply counting how many duplicates you have. For Example, look at things like the sales activity of each representative.
When you know you have a problem but before you do anything..
Think: where are your duplication problems coming from? What objects are creating duplicates? How do they enter your database and what are the current processes for how this data is entered? If you can spend some time digging into the root cause of the issue, most likely a process error, then you will be better equipped to prevent duplication issues in the future..
While you make some fixes..
If your issues are big enough, then you’re probably considering an app. While you need to think about the specific needs of your Salesforce instance and organization, you can find a comprehensive overview of your options in this Google spreadsheet.
Ready to tackle your deduplication project?
Remember, it’s not an overnight fix. This is an ongoing process that will take some time to get cleaned up and for your users to get adjusted to. Remind yourself of this if and/or when the duplicate records reappear. Regularly set aside time to clean up your data and update your processes and documentation.
Identifying Similar Records
If we take a look at the two records below, it will be fairly obvious, to a human being, that these two records are duplicates:
Using Machine Learning to Dedupe Your Salesforce
A machine learning algorithm can view a Salesforce record either as a single block or by each field individually. Below is a representation of the block approach:
The Benefits of Using Machine Learning to Dedupe Your Salesforce
One of the biggest benefits you get with a machine learning-based approach is active learning. Basically, when you label two records as duplicates (or not) the system will “learn” from these actions and will adjust its algorithms accordingly to identify such records as duplicates or unique in the future.
Additional Benefits of Using Machine Learning
When you are using a traditional rule-based tool to dedupe your Salesforce, you will need to set up complex rules to catch all of the “fuzzy” duplicates. This is very time-consuming and is a futile effort since there is no way you can set up a rule for each possible scenario.
Types of Salesforce Reports
There are four types of reports that you can create in Salesforce: Tabular, Summary, Matrix and Joined. Each one is best suited to show different types of data, depending on what you want out of a report.
How to Create a Salesforce Report
To get started, head over to the Reports tab. If you don’t see it, click on the App Launcher (9 dots). Then, click “New Report”.
Report Charts
While we’re here, let’s add a report chart. Click on “Add Chart”. If you’ve previously added a chart, you’ll simply see a chart icon.
Salesforce Report Features
While you’re viewing your report, there are a couple of other features to be aware of. Click on the drop-down next to “Edit” and you’ll see you can:
Scheduling a Salesforce Report
In Lightning, you can subscribe to up to five reports, which you will then receive via email. To subscribe, a user must have access to the folder a report is stored in.
Salesforce Custom Report Types
In some instances, the native reports just won’t cut it. Perhaps you need to report on more than 2 objects, or you want a report to display records “without” other associated records, for example, Contacts without Accounts. In this instance, you would need to create a custom report type.
Create Your First Report!
Now, over to you. Have a go at creating the following reports in a Salesforce sandbox/developer org:
