Finding Duplicates using Salesforce Duplicate Jobs
- In Lightning, go to Setup and search for Matching rules
- To allow the Duplicate job to run, you will need to create a Matching rule to set the criteria of how to tell the system...
- Click on the New button
- Select your object. I am going to use Contact as my sample for this run through.
- Select the Matching Rule you created
Which way is the best to find duplicates in Salesforce?
As a Salesforce admin, you wonder about which way is the best to find duplicates in Salesforce. When we think of machine learning, we tend to think about robotic process automation, virtual assistants, and self-driving cars. Machine learning, however, can simplify what we come across day-to-day – like identifying duplicates in your Salesforce org.
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 can I prevent my sales team from creating duplicate accounts?
Give your sales team the tools they need for maintaining great relationships with customers, and keep your leads, accounts, and contacts clutter free. By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads.
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 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 delete duplicate opportunities in Salesforce?
Steps to delete Duplicate Record Set from your organizationLog into Data Loader.Click Export.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.More items...
Where is view duplicates in Salesforce lightning?
In Lightning Experience and Salesforce Classic, duplicate alerts are displayed on the record home page for an account, contact, or lead. In Lightning Experience, duplicates are identified using matching rules, which are applied to individual records or duplicate jobs.
Can you filter out duplicates in Salesforce report?
You can't remove the duplicates in the report; the report builder doesn't do distinct so I'd recommend Excel.
How do I find duplicate records in SOQL?
There are three SOQL clauses that are important here.GROUP BY. Groups a set of records by the values in the field you are passing. An optional clause in SOQL queries. ... HAVING. An optional clause in SOQL queries. ... COUNT(FieldName) Another optional clause in SOQL queries.
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...
How do I avoid duplicates in a Salesforce report?
Bypass sharing rules if needed - if you want to match on all records, change Record-Level Security to Bypass sharing rules. Choose what happens on Create and Edit. If you want to prevent duplicates, choose Block. Otherwise, choose if you want to Alert the user or Report the duplicate.
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.
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 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 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.
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.
How Does Machine Learning Match Two Records?
If we take a look at the two records shown below, it is pretty clear that these are duplicates:
Deduping Salesforce With Machine Learning Algorithms
There are a couple of ways using which we can look at a Salesforce record. Let’s start by assuming it is a single block of text (as shown below):
What is the Advantage of Using Machine Learning to Dedupe Salesforce?
Every company’s dataset is unique and has its own challenges when it comes to deduplication. Whenever a human determines whether a set of records are duplicates (or not), the system will “learn” from these actions and tweak the machine learning algorithm to identify future duplicates without human interaction.
Added Value of Deduping With Machine Learning
With rule-based tools, every time a duplicate record is identified, a Salesforce admin will need to create an additional rule to prevent it from recurring. Not only is this process highly time-consuming, but it’s also nearly impossible to account for every possible “fuzzy” duplicate.
