- Create a Custom Report Type. Go to Salesforce setup, and search for ‘Report Types’. Click ’New Custom Report Type’. Choose Leads as the Primary Object.
- Relate Report Objects. On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’ from the dropdown box.
- Create the Report. Hop out of setup and back into the main interface. ...
- Grant Access to Users. Who needs to report on duplicates? Is it a group of users, or individuals? ...
- Stamping out those Dupes! Depending on how your Duplicate Rules have been setup, users should be alerted on screen when duplicates arise.
How do I manage duplicate sales leads and accounts?
By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts. Find duplicates across your org by running duplicate jobs.
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 can I prevent sales reps from creating duplicate accounts?
By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts.
What are the lead-to-lead email exact match duplicate rules?
The Lead-to-Lead Email Exact Match Duplicate Rules will look like this: 4. Lead-to-Contact Email Exact Duplicate Rule Purpose: To prevent the creation of multiple Leads-to-Contacts with the exact same email. Make sure to compare Leads to Contacts, and give it a unique error message: 5. Contact-to-Contact Email Exact Duplicate Rule
Can we create duplicate leads in Salesforce?
The standard lead duplicate rule defines what happens when a user views a lead with duplicates or starts to create a record that duplicates a lead.
How do I manage duplicate leads in Salesforce?
– In Salesforce Classic, click the Duplicate Record Sets tab. 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).
How do you find duplicate leads in Salesforce?
Go to Salesforce setup, and search for 'Report Types'.Click 'New Custom Report Type'.Choose Leads as the Primary Object.Name your report type, eg. Duplicate Leads Detected. Add a description, I like to describe what our business considers a duplicate, ie. ... Store in the 'Administrative' category.Select 'Deployed'.
How do I create a duplicate contact in Salesforce?
Let's take a look at the matching rule, create and edit a duplicate, and activate both.Click the gear icon ( ... Enter duplicate in the setup Quick Find search box.Click on Matching Rules under Duplicate Management.To review the matching criteria, click on the NPSP Contact Personal Email Match rule.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...
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.
How do you prevent duplicate leads 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 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 use duplicate rules in Salesforce?
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.
How do I enable duplicate jobs 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.More items...
What are duplicate jobs Salesforce?
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.
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.
Rule Details
Handle leads that duplicate other leads and contacts that duplicate leads.
Actions
An action specifies what happens when a user starts creating a duplicate record.
Matching Rules Included in This Duplicate Rule
Match leads that duplicate other leads and contacts that duplicate leads.
How to merge duplicate leads in Salesforce?
If the duplicate records are leads, you can merge them together into a single lead. Open one of the duplicate leads. Click Find Duplicates. Select the duplicate leads you want to merge. Click Merge Leads. Select a Master Record. Salesforce will pick the record that contains the most information as the "master record" to keep.
Can you merge contacts and leads?
Open the duplicate lead. You can only merge leads with other leads, and contacts with other contacts, so you’ll need to convert this lead to contact before you can merge it.
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.