Required Editions and User Permissions.
- 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.
How to use Duplicate Check with a custom object in Salesforce Lightning?
How to use Duplicate Check with a Custom Object in Salesforce Lightning Step 1 Add Custom Object to DC Setup Step 2 Create a custom DC Check button in Salesforce Lightning (optional) Step 3 Add the DC Check button to your Custom Object Layout. Step 4 Create a 'Disable Duplicate Check' checkbox in Salesforce Lightning Step 5 Create the Apex Trigger
How to check how many duplicates you have in Salesforce?
There is one bewilderingly simple way to check how many duplicates you have. ‘Show Unique Count’ allows you to count the number of unique records in a Salesforce report.
How do I find duplicate records using a custom object?
After adding the custom object to the setup, create a scenario to define a strategy for finding duplicate records. The DC Check button allows you to do a search from the record page layout. After the button is clicked, Duplicate Check will search for duplicate records for that particular record you're working from.
How do I Count Unique Records in a Salesforce report?
‘Show Unique Count’ allows you to count the number of unique records in a Salesforce report. While the best way to prevent duplicates is by activating Salesforce duplicate rules (but these rules are sometimes not perfect*), this reporting hack is a quick option to run a check.
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 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 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 enable duplicate rules in Salesforce lightning?
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.
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 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...
How do you prevent duplicates in Salesforce?
Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead.
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.
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 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 the difference between matching rule and duplicate rule?
Matching Rules will identify 'what field' and 'how' to match. For example, 'Email Field, Exact Match' or 'Account Name, Fuzzy Match' They don't do anything on their own. Duplicate Rules will use those Matching Rules to control 'when' and 'where' to find duplicates.
What are Salesforce duplicate rules?
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.
Written By... Ines Garcia
Ines Garcia founder of www.getagile.co.uk , is an Agile Coach, Certified Scrum Professional (CSP®-SM) and a Salesforce MVP, together helps organisations to become more agile.
How to Merge Duplicate Contacts in Salesforce
Once you have created Duplicate and Matching rules, Salesforce is able to identify potential duplicates in your org. However, you need to add the “Potential Duplicates” component to your Lightning record page, to be able to see them!
How to Merge Duplicate Salesforce Accounts
Similarly to Contacts, ensure your Account Record Page contains the “Potential Duplicates” component to display, when duplicates exist:
Duplicate Record Sets
Duplicate Records Sets are like list views for Duplicate Rules and display records that have been identified as duplicates. They are created when your duplicate rules for Salesforce are triggered.
Merging Duplicate Considerations
Remember hidden fields – they won’t show on the wizard, yet the values are retained from the record marked as primary.
Summary
Merging records in Lightning Experience is available and useful! As an admin, you want (need!) to keep on top of potential duplicates to ensure trustworthy data that is reflective of your awesome admin skills.
How to use Duplicate Check with a Custom Object in Salesforce Lightning
The use of custom objects in Duplicate Check is available in our Advanced and Premium edition.
Step 2 Create a custom DC Check button in Salesforce Lightning (optional)
The DC Check button allows you to do a search from the record page layout. After the button is clicked, Duplicate Check will search for duplicate records for that particular record you're working from. Creating the DC Check button is not mandatory.
How to Check Duplicates with Salesforce Reports
Use case: as a marketer, you consider any lead with the same email address a duplicate. You want to check how many leads have the same email address.
Unique Count Tips & Considerations
As I said before, the best way to prevent duplicates is by activating Salesforce duplicate rules but it will enable you to run a quick check.
How Does Machine Learning Match Two Records?
If we take a look at the two records shown below, it is pretty clear that these are duplicates:
Deduping Salesforce With Machine Learning Algorithms
There are a couple of ways using which we can look at a Salesforce record. Let’s start by assuming it is a single block of text (as shown below):
What is the Advantage of Using Machine Learning to Dedupe Salesforce?
Every company’s dataset is unique and has its own challenges when it comes to deduplication. Whenever a human determines whether a set of records are duplicates (or not), the system will “learn” from these actions and tweak the machine learning algorithm to identify future duplicates without human interaction.
Added Value of Deduping With Machine Learning
With rule-based tools, every time a duplicate record is identified, a Salesforce admin will need to create an additional rule to prevent it from recurring. Not only is this process highly time-consuming, but it’s also nearly impossible to account for every possible “fuzzy” duplicate.