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 mass delete duplicates in Salesforce?
Steps to delete Duplicate Record Set from your organization 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.
How do I turn off duplicates in Salesforce?
To disable this feature in your Salesforce organization, follow these steps:Log into your Salesforce account as the administrator.Go to Setup > Data.com Management > Duplicate Management > Matching Rules.Click on 'Deactivate' on the rule that needs to be disabled.More items...
How do I manage duplicates 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.
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?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
Can we bypass duplicate rules in Salesforce?
Apparently the AllowSave only works if the duplicate rule is an Alert rule, not a Block rule. When you try to save a record that's identified as a duplicate record by a duplicate rule, you'll receive a duplicate error. If the duplicate rule contains the Allow action, an attempt will be made to bypass the error.
Where are 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 are the duplicate rules 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.
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...
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 merge duplicates in Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. ... To find the duplicate accounts, enter a search string. ... Select up to three accounts you want to merge. ... Select one account as the master record.Select the fields that you want to retain from each record. ... Click Merge.