How to Remove Duplicates in Salesforce Classic
- Select “Merge Contacts” in the Contacts related list of an account.
- Select up to three accounts to merge and click next. You can either refine the list or sort from all contacts.
- Delegate one contact record as the master record. ...
- Choose the field values you want to keep from each record. ...
- Make sure everything looks right and merge.
Full Answer
How does Salesforce find and handle duplicates?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
How do I generate a duplicate records report?
A duplicate records report can include the following records. Duplicates created when a rule alerts a user to a possible duplicate, but the user creates the duplicate anyway. (To generate this report, select the Report option in a duplicate rule.) Records in duplicate record sets generated by duplicate jobs
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.
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.
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 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.
Why is Salesforce report showing duplicates?
Required Editions and User Permissions Duplicates created when a rule alerts a user to a possible duplicate, but the user creates the duplicate anyway. (To generate this report, select the Report option in a duplicate rule.)
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 filter duplicates in Salesforce?
10:1638:47Duplicate Check for Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipHere is the duplicate check app it's a standard again app within salesforce. And you'll notice inMoreHere is the duplicate check app it's a standard again app within salesforce. And you'll notice in different tabs at the top we have dc search and what that's for is ability of just searching.
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.
Why is it critical to reduce or eliminate duplicate records?
If duplicate records are not removed, then data processing will fail. The purpose of this control is to remove multiple instances of records in order to prepare the dataset for additional processing.
How do you prevent duplicate records in Salesforce Apex?
Preventing duplicate records in Salesforce based on a single field can be achieved using a Set that can store the values of that specific field from all existing records and compare it with the list of new records that are going to be inserted.
How do I show unique values in Salesforce report?
Add a unique count to the Account Name column to see how many individual accounts values appear in the report....Duplicate values aren't counted.While editing a report in the report builder, find the column for which you want to count unique values.Click. | Show Unique Count.Click Save.
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.
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.
How do I delete duplicate records in Apex?
For deleting duplicate records assuming duplicate by name, You will have to first query all records then put names into a set to find duplicate reocrds and then delete the duplicate records.
How to Find Duplicates in Salesforce
Salesforce has the capability to effectively manage duplicates by simply adjusting the standard duplicate settings or by creating custom rules.
How to Remove Duplicates in Salesforce Lightning Experience
Once you have your duplication-catching rules in place, go through and do a quick check of your permissions. To merge duplicate contacts in Lightning Experience, you need permissions to “delete contacts.” If you want to merge Customer Portal enabled contacts, you need permissions to delete contact records and edit Self-Service Users.
How to Remove Duplicates in Salesforce Classic
In Salesforce Classic, you can remove duplicates by merging contacts. Check your permissions before getting started. To merge contacts, ensure you have permission to delete contact records. If you plan to merge Customer Portal enabled contacts, you’ll need to be able to delete contact records and edit Self-Service Users.
Prevent your users from entering duplicate records
Salesforce natively has tools to help discourage or inhibit users from entering duplicate data across any device. Duplicate management rules in Salesforce help identify potential duplicates records across accounts (business & person), contacts, leads & custom object records.
Identify if there are duplicate records within your org
Now rules have been set up to prevent duplicates from being created; you want to clean up any potential double-ups you already had in the system. We recommend using an app from the Salesforce AppExchange as a quick and easy way to understand the duplicate records within your system.
Clean up any duplicate records
The apps mentioned above all have the functionality to merge and delete duplicate records. There is also the ability to merge records natively within Salesforce.
Speak to the experts
If you find that large volumes of your records are duplicates or finding that the quality of your data is lacking, you should look to engage a data specialist. We recommend reaching out to Database Consultants Australia (DCA) to discuss the state of your data and how you can improve it further.
Rules for Duplicate-Free Data
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.
Activate a Matching Rule
We provide standard matching rules for you. If you established your instance of Salesforce for Winter ’15 or earlier, like Maria, you activate the standard rules you want to use. Maria, however, wants to activate standard rules for only accounts and leads. She has other plans for her contacts, which we cover after this procedure.
Create a Custom Matching Rule for Contacts
For contacts, Maria wants to include fuzzy matching for the Mailing Street field.
Block Duplicates with Fuzzy Mailing Streets
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.
Report on the Creation of Duplicate Accounts and Leads
Maria doesn’t block reps from creating duplicates for accounts and leads. So Lincoln wants to see the quality of account and lead data and how well the duplicate rules work. To help Lincoln, Maria sets up custom report types.
Resources
Use these resources to learn more about matching rules and duplicate rules.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.