To find and consolidate duplicate leads in your Salesforce account, follow the following steps:
- Select a lead record.
- Click Find Duplicates.
- Select up to three leads from the matching leads list that you want to merge. If you want, enter a new lead name or...
- Click Merge Leads.
- Select one lead as the “Master Record.” Salesforce retains any data from hidden or read-only...
- Click Merge.
- Click OK.
How do I create a duplicate lead in Salesforce?
Select ‘Deployed’. On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’ from the dropdown box. Keep the A to B Relationship as ‘Each “A” record must have at least one related “B” record.’ What this is saying is: only pull leads into the report that have been marked as duplicate.
How does find duplicates work in Salesforce?
It does a wild card search on the entire phrase of the checked box, in all the standard search fields of the object (lead, contact, account, opportunity). NOTE: This includes columns not shown on the Find Duplicates return screen; such as website on the account record.
How do I find duplicates on a lead?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: The find duplicates search does an OR search on all the criteria boxes checked.
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 you find duplicate leads in Salesforce?
Go to Salesforce setup, and search for 'Report Types'.Click 'New Custom Report Type'.Choose Leads as the Primary Object.Name your report type, eg. Duplicate Leads Detected. Add a description, I like to describe what our business considers a duplicate, ie. ... Store in the 'Administrative' category.Select 'Deployed'.
How do you find duplicate leads 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 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 manage duplicate leads in Salesforce?
– In Salesforce Classic, click the Duplicate Record Sets tab. 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).
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 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 duplicate leads in Salesforce?
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. Prevent reps from creating duplicates of records they don't have permission to view.
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 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 find duplicates in Apex?
Use FindDuplicates to apply active duplicate rules associated with an object to records represented by input sObjects. FindDuplicates uses the duplicate rules for the object that has the same type as the input sObjects.
How do I use 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.
How do you find duplicates through config for custom objects in Salesforce?
How to use Duplicate Check with a Custom Object in Salesforce...Step 1 Add custom Object to DC Setup. ... Step 2 Create a custom DC Check button in Salesforce Classic. ... Step 3 Add the DC Check button to your custom Object Layout. ... Step 4 Create a custom DC Merge button in Salesforce Classic.More items...
Step 2: Relate Report Objects
On the next page, find the dropdown in the ‘B’ box, and select ‘Duplicate Record Items’ from the dropdown box.
Step 3: Create the Report
Hop out of setup and back into the main interface. Go to the Reports tab, click ’New’ report, and search for the report type you created.
Step 4: Grant Access to Users
Who needs to report on duplicates? Is it a group of users, or individuals?
Step 5: Stamping out those Dupes!
Depending on how your Duplicate Rules have been setup, users should be alerted on screen when duplicates arise. This is in the form of a banner message, and visible also in the Potential Duplicate Component (you will need to add this to your Lightning Record Page Layout).
Summary
Duplicates are nasty. Duplicates are a problem for all marketers, splitting a Prospect’s profile across several records (leaving gaps or causing conflicts), and of course, skewing Engagement Metrics.
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.
Duplicate leads, accounts, and contacts in Salesforce, How does it happen?
People unknowingly sign up for something twice or request your gated content two or even three times. Since the beginning of the pandemic, everyone has attended at least one, two, or three webinars. Each time you attend you quickly give your contact information over and maybe it even auto-fills in your browser.
Smart Forms for Salesforce
If your lead generation form can seamlessly interact with Salesforce you will be one step ahead of the game. That means the bad data never gets into Salesforce and no admin has to comb through the database looking for duplicates.
How to merge duplicate leads in Salesforce?
If the duplicate records are leads, you can merge them together into a single lead. Open one of the duplicate leads. Click Find Duplicates. Select the duplicate leads you want to merge. Click Merge Leads. Select a Master Record. Salesforce will pick the record that contains the most information as the "master record" to keep.
Can you merge contacts and leads?
Open the duplicate lead. You can only merge leads with other leads, and contacts with other contacts, so you’ll need to convert this lead to contact before you can merge it.
