how to find and merge duplicates in salesforce

• Find and select Contact Merge through the App Launcher ( ).
• Click Search Contacts to find contacts you would like to merge. We could also select See Duplicate Contacts to see all potential duplicates.
• Enter the name of the duplicate contact in the search bar, then click Search. You can use * as a wildcard. ...
• In the Found Contacts list, select the contacts to merge. You can select up to three contacts.
• Click Next.
• Select a primary record — but be careful! This determines which account record the contact will be associated with after the merge, removing it from the other account. ...
Choose fields from either record to include in the final merged record. Note that fields not chosen will be overwritten.
Click Merge.
Then click Merge again on the red, somewhat-intimidating pop-up warning that merging is irreversible.

Full Answer

How do I merge duplicate accounts in Salesforce?

To merge duplicate accounts in Salesforce (using Salesforce's Vanilla tool) you first need to have Duplicate Rules activated in order to generate a Salesforce duplicates-report. Once the rules as set and the report is ready, you will be able to see the duplicates.

How do you find duplicates in Salesforce?

Find duplicates across your org by running duplicate jobs. Use reports to share job results with others, and use duplicate record sets to merge the duplicates. Use information about completed jobs to track your progress in reducing duplicate records. Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules.

How to find&merge duplicate leads in Salesforce Marketing database?

Tackling Duplicates in Your Salesforce Marketing Database: Finding & Merging Duplicate Leads 1 Step 1: Create a Custom Report Type. Go to Salesforce setup, and search for ‘Report Types’. Click ’New Custom Report... 2 Step 2: Relate Report Objects. On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’... More ...

Why are duplicates in Salesforce such a pain in the backside?

There’s no doubt that duplicates in Salesforce are universal pain in the backside. Why duplicates are a pressing problem for Pardot marketers, in particular, is due to a six-letter acronym: AMPSEA (Allow Multiple Prospects with Same Email Address).

How do I merge duplicates in Salesforce lightning?

Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.Choose up to three contact records to merge. Click Next.Choose one contact record as the master, and choose the field values that you want to keep. Click Next. ... Confirm your choices and merge.

How do I find and merge duplicates?

Merge duplicatesOn your Android phone or tablet, open the Contacts app .At the top right, select the Google Account that has the duplicate contacts you want to merge.At the bottom, tap Fix & manage Merge & fix.Tap Merge duplicates. ... Optional: If you'd rather choose which contacts to merge:

How do I find 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 mass merge duplicate contacts in Salesforce?

Merge Duplicate Contacts in Salesforce ClassicFrom the Contacts related list of an account, click Merge Contacts.Select up to three contacts to merge. ... Select one contact as the master record.If your organization uses a partner or customer portal, you can select which record you want to retain as the portal user.More items...

How do I merge two contacts in Salesforce?

Merging Contacts The Salesforce Admin can get to the merge Contacts page from the Related List on the Account record [either hover over the Contacts Related List then click Merge Contacts or click the Contacts Related List and click Merge Contacts]. From here, the process is the same as when merging Account records.

How do I eliminate duplicate contacts?

Open the Google Contacts app on your phone....How to delete a contact from your Android phoneTap on the three-dots in the top right-hand corner.Select Delete.Confirm that you wish to delete the contact.

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.

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 find duplicates in Salesforce report?

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 manage duplicate accounts 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 you find duplicate accounts 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 do I merge non duplicate accounts in Salesforce lightning?

Here's a step by step how:Bring up the App Launcher and click on Duplicate Record Sets.Now click on the New button to add a new Duplicate Record Set. ... Click Save. ... On the Duplicate Record Items related list click on New. ... Now similarly add the second Account or Contact you want to merge and click Save.More items...•

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.

Step 2: Relate Report Objects

On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’ from the dropdown box.

Step 3: Create the Report

Hop out of setup and back into the main interface. Go to the Reports tab, click ’New’ report, and search for the report type you created.

Step 4: Grant Access to Users

Who needs to report on duplicates? Is it a group of users, or individuals?

Step 5: Stamping out those Dupes!

Depending on how your Duplicate Rules have been setup, users should be alerted on screen when duplicates arise. This is in the form of a banner message, and visible also in the Potential Duplicate Component (you will need to add this to your Lightning Record Page Layout).

Summary

Duplicates are nasty. Duplicates are a problem for all marketers, splitting a Prospect’s profile across several records (leaving gaps or causing conflicts), and of course, skewing Engagement Metrics.