Salesforce: Finding and Merging Duplicate Lead Records Go to a lead record that you suspect or know has duplicates. Click the Find Duplicates button at the top of the lead record.
- 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 does find duplicates work in Salesforce?
It does a wild card search on the entire phrase of the checked box, in all the standard search fields of the object (lead, contact, account, opportunity). NOTE: This includes columns not shown on the Find Duplicates return screen; such as website on the account record.
How do I create a duplicate lead in Salesforce?
Select ‘Deployed’. On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’ from the dropdown box. Keep the A to B Relationship as ‘Each “A” record must have at least one related “B” record.’ What this is saying is: only pull leads into the report that have been marked as duplicate.
How do I find duplicates on a lead?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: The find duplicates search does an OR search on all the criteria boxes checked.
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.
How do you find duplicate leads 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 check for 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 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 I find duplicate contact records 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.
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 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.
Can we remove duplicates in Salesforce reports?
You can't remove the duplicates in the report; the report builder doesn't do distinct so I'd recommend Excel.
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.
What is deduplication in Salesforce?
Deduplication and matching rules are what determines if there's a potential duplicate record and creates a duplicate alert on the record you're viewing. Besides native options in Salesforce and several tools to help you dedupe your Salesforce instance on the AppExchange, your organization will need to make changes.
How do I delete duplicate contacts in Salesforce?
Select Show all Salesforce objects and select Duplicate Record Set (DuplicateRecordSet) object. Select Id and any other desired fields and follow the prompts to complete your export. For more information, review Exporting Data. Review the resulting CSV file to verify the DuplicateRecordSet to be deleted.
What is duplicate record in Salesforce?
A duplicate record set is a list of items identified as duplicates. It's created when a duplicate rule or job runs. Let your Lightning Experience users merge duplicates by granting them access to duplicate record sets.
How do you find duplicates through config for custom objects in Salesforce?
How to use Duplicate Check with a Custom Object in Salesforce...Step 1 Add custom Object to DC Setup. ... Step 2 Create a custom DC Check button in Salesforce Classic. ... Step 3 Add the DC Check button to your custom Object Layout. ... Step 4 Create a custom DC Merge button in Salesforce Classic.More items...
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.
Duplicate leads, accounts, and contacts in Salesforce, How does it happen?
People unknowingly sign up for something twice or request your gated content two or even three times. Since the beginning of the pandemic, everyone has attended at least one, two, or three webinars. Each time you attend you quickly give your contact information over and maybe it even auto-fills in your browser.
Smart Forms for Salesforce
If your lead generation form can seamlessly interact with Salesforce you will be one step ahead of the game. That means the bad data never gets into Salesforce and no admin has to comb through the database looking for duplicates.
