object_name character; the name of the Salesforce object that the function is operating against (e.g. "Account", "Contact", "CustomObject__c"). include_record_details logical; get fields and values for records detected as duplicates by setting this property to TRUE.
Full Answer
How do I find duplicates of an object in Salesforce?
Each sObject represents a record you want to find duplicates of. The output identifies the detected duplicates for each input sObject based on active duplicate rules for the given object. The following are methods for FindDuplicates. Identifies duplicates for sObjects provided and returns a list of FindDuplicatesResult objects.
How to merge duplicate records in Salesforce?
Open the Duplicate Record Set and click on Compare and Merge. 2. Select the records that you want to merge. 3. Select the record which you want as the master record and click on next. 4. Finish by clicking on Merge. Now all the duplicate records are merged into a single record.The Compare and Merge option is only available in Lightning Experience.
What does Salesforce flag as duplicates?
Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t. Now let’s learn more about using duplicate rules to manage records.
What is the best way to manage duplicate accounts in Salesforce?
The standard account duplicate rule, one of the defaults that come with Salesforce. The Matching Rule is referenced in the Duplicate Rule. Matching rules are the best place to start since they determine what defines a duplicate. Before sitting down to create these rules, make sure to review your data and talk to your team.
How do you find duplicate records in Salesforce?
The find duplicates search does an OR search on all the criteria boxes checked. Checking more boxes will return more results....Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options:Name.Last Name.Company.Email.Domain.Phone.
How do you find duplicates in a custom object 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 manage duplicate records 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 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.
What is 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.
Can you tell me your steps to remove duplicate data 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.
Can you remove 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 you find duplicates in Salesforce flow?
3:046:12Salesforce Flow Extesion: Duplicate Record Check - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe have the same first screen we're instantiating the lead here. And then we're going to drop in anMoreWe have the same first screen we're instantiating the lead here. And then we're going to drop in an action called check for duplicate records. I'm going to copy that and paste it into the label.
What is a duplicate record set?
Duplicate Record Sets :When a user creates a duplicate record it is saved as an item in Duplicate Record Set.These sets contain duplicate records for various objects.
Why is it important to maintain clean and accurate data in Salesforce?
Maintaining clean and accurate data is critical in any CRM system. Salesforce provides tools to manage duplicate records in Salesforce.In Salesforce there are Duplicate Rules and Matching Rules to help users prevent or manage duplicate records.Duplicate Rules can be created for Accounts,Contacts,Leads and any Custom Object.
Why is duplicate management important?
Thus Duplicate Management helps users easily manage and remove duplicate records from salesforce thus saving time and confusion.
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What permissions are required to create and edit duplicate rules?
User permissions required to create and edit duplicate rules are View Setup and Configuration and Customize Application.
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This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
Can you merge duplicate records in Lightning Experience?
Now all the duplicate records are merged into a single record.The Compare and Merge option is only available in Lightning Experience.
What is input in a duplicate record?
Performs rule-based searches for duplicate records. The input is an array of sObjects. Each sObject represents a record you want to find duplicates of. The output identifies the detected duplicates for each input sObject based on active duplicate rules for the given object.
What is the output of FindDuplicates?
The output of FindDuplicates is an array of objects with the same number of elements as the input array, and in the same order. The output objects encapsulate record IDs for duplicate records. The output objects also contain values from the duplicate records.
What does Maria do with duplicate records?
Maria selects Duplicate Record Items, so that newly created duplicate account records appear on the report. Then, she saves the report type.
How do matching rules and duplicate rules work together?
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
How many matching rules can you have in a duplicate rule?
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
Can Salesforce identify duplicate phone numbers?
So you create a custom matching rule to include fuzzy matching for phone numbers. Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t.