- Navigate to Setup.
- In the Quick Find box, type and navigate to Duplicate Rules.
- Select New. Now select the object you want the duplicate rule to be on.
- Enter a name for the rules, a description of what the rule does, and security settings.
- Now, select what happens when a user creates a duplicate.
- Next, select the matching rule that determines how a record would be identified as a duplicate record.
- Activate and Save.
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 eliminate duplicate Salesforce Records?
- Make sure the entire list was put into alphabetical order.
- Make sure you selected a color to highlight the duplicate records in the “Conditional Formatting” window. ...
- Make sure that before you click "Format" and "Conditional Formatting" that you first selected the FIRST email address which should be in Column A and Row 2.
What are Salesforce workflow rules?
Salesforce workflow rules do not only involve setting up an action that is related to the activity and has to be created as and when required. Choose the object to which you want this workflow rule to apply. Automatically: Assignment Rules can add records to a Queue when they are created, based on specific record criteria. ...
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. ...
What is a 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 I duplicate in Salesforce?
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. In Salesforce Classic, on the duplicate record set detail page, click New Duplicate Record Item.
What are duplicate and matching rules in Salesforce?
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
How many duplicate rules can be active in Salesforce?
five active duplicate rulesYou can use up to five active duplicate rules per object. You can add up to three matching rules in each duplicate rule, with one active matching rule per object. When you use multiple duplicate rules, you can include up to five active matching rules per object.
How do you write a duplicate 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. Enter the rule details, including a name, description, and record-level security settings.
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.
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...
How do I enable potential duplicates in Salesforce?
To use duplicate rules and the Potential Duplicates component for person accounts, first enable person accounts. Then activate person account matching rules and duplicate rules, and add the Potential Duplicates component to your person accounts layout.
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.
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 fetch duplicate records in Salesforce?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
What is a duplicate rule?
A duplicate rule can be compared with an object other than itself. For this example we are just going to compare accounts to other accounts. Checking for duplicates of the same object type is the most common use case. Select Matching Rule from list of active “Matching Rules”.
What happens if you select a duplicate rule in Bypass?
If “Bypass sharing rules” is selected a the duplicate rule would be enforced regardless if the user actually has permission to view the record in the org. This allows to keep the organization data cleaner but can cause confusion to the user because they may be trying to enter a record that exists that they cannot find.
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.
