Tackling Duplicates in Your Salesforce Marketing Database: Finding & Merging Duplicate Leads
- Create a Custom Report Type. Go to Salesforce setup, and search for ‘Report Types’. ...
- Relate Report Objects. On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’ from the dropdown box.
- Create the Report. Hop out of setup and back into the main interface. ...
- Grant Access to Users. ...
- Stamping out those Dupes! ...
- 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.
How do I create a duplicate rule in Salesforce?
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 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
How do I run reports in Salesforce?
Available in: both Salesforce Classic ( not available in all orgs ) and Lightning Experience Available in: Essentials, Group, Professional , Enterprise, Performance, Unlimited, and Developer Editions To run a report, find it on the Reports tab and click the report name. Most reports run automatically when you click the name.
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 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 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.
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 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 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.
How do I enable potential duplicates in Salesforce?
To use duplicate rules and the Potential Duplicates component for person accounts, first enable person accounts. Then activate person account matching rules and duplicate rules, and add the Potential Duplicates component to your person accounts layout.
What is a duplicate report?
The Duplicate Report provides a duplicate copy of the evaluation completed in a Primary Service, in a Reactivation or in a Re-evaluation.
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.
How do I find duplicate contacts in Salesforce?
From the Contact Merge tab, click Search Contacts to search by Contact name. You can also click See Duplicate Contacts to see a list of duplicate record sets, but you'll need to set up duplicate detection first.
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 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 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.