First you can select the Duplicate Record Set as Object A and the Duplicate Record Item as Object B. In this case you’d want All ‘A’ records with at least one related ‘B’ record. This is a general report that will give you some high level insight as to the duplicate rule and its usage.
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.
How do I create a custom report type for duplicate records?
You can create your custom report type in one of two ways. First you can select the Duplicate Record Set as Object A and the Duplicate Record Item as Object B. In this case you’d want All ‘A’ records with at least one related ‘B’ record. This is a general report that will give you some high level insight as to the duplicate rule and its usage.
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 I create a duplicate of a record?
Another option is to select your record/Object as the ‘A’ Object, such as Account and the ‘B’ Object would then be the Duplicate record Item. Again you would want to select the setting to return only ‘A’ records with at least one related ‘B’ record.
Can you run a duplicate report in Salesforce?
Salesforce has configuration setup to identify duplicate records when users create new records. While setting it up, you have an option to 1) alert the user about it and show the possible duplicates and 2) have the ability to report on these duplicate records created.
How do I duplicate a report 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...
How do you duplicate a report?
To copy a reportView the report.In the top right, click. and then click. Make a copy.Select the data source(s) to use in the copy. The Create new report dialog (shown below) lists the original data sources currently added to the template on the left. ... Click CREATE REPORT.
How do I manage duplicate records in Salesforce?
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. In Salesforce Classic, on the duplicate record set detail page, click New Duplicate Record Item.
How do I run a duplicate job?
Run Duplicate Jobs in Lightning ExperienceIn Setup, use the Quick Find box to find Duplicate Jobs.Click New Job.Select an object. ... To rerun a job, click New Job, and then select the same object and matching rule.To view and merge duplicates, open a job summary page, and then open a record set.
What is a duplicate report?
Duplicate Reports are additional evaluation reports that can be purchased during the online application process, during the review process, or after the evaluation service has been completed.
How Salesforce detect 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 create a duplicate lead in Salesforce?
0:263:16Take Control of Duplicates—Use Duplicate Rules and the Potential ...YouTubeStart of suggested clipEnd of suggested clipOpen the contact page layout or click new to create it. Make sure the potential duplicates componentMoreOpen the contact page layout or click new to create it. Make sure the potential duplicates component is included in the layout.
How do I duplicate a report in service now?
Navigate to Reports > View / Run.Click the arrow next to Save.Select Insert and Stay. Creates a copy of the report that you can modify.
How do I clean up duplicate accounts 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. For more information, review Exporting Data.
What's true about duplicate records in Salesforce?
What's true about duplicate records? How can controlling duplicate records help admins? TF: flagging records that are potential duplicates can save his reps time and prevent them from missing important sales opportunities. no guessing about whether a colleague is already qualifying the same prospect.
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.