Step 1 - Login as a System Administrator to Salesforce.com and click on the Setup link. Step 2 - On the left side navigation under "Administration Setup", expand the Monitoring section. Step 3 - Click on the "Debug Logs" option (shown below)
Full Answer
Does Salesforce have a deduplication solution?
To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans.
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 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 manage duplicate sales leads and 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. Find duplicates across your org by running duplicate jobs.
How do I Dedupe records in Salesforce?
In the first phase of a deduplication project, you focus on your data requirements alone.List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. ... List relevant fields for each object. ... Indicate matching method for all fields. ... List words to ignore.
How do I activate matching rules in Salesforce?
Lightning ExperienceClick the gear icon.Click Setup.Under 'Administration,' click Data.Under 'Data,' click Duplicate Management.Click Matching Rules.
How do I enable 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 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 turn off matching rules in Salesforce?
Disable Matching RulesLog into your Salesforce account as the System Administrator.Click. , then click Setup.From Setup, enter Matching Rules in the Quick Find box, then click Matching Rules.Click Deactivate next to the rule that needs to be disabled.Click OK.
How do you create a matching rule?
From Setup, use the Quick Find box to find Matching Rules.If editing an existing matching rule, make sure that the rule is inactive.Click New Rule or Edit.Apply the matching rule to an object.Enter a name and description for the rule. ... Enter the matching criteria. ... Save and activate the rule.
Why is my duplicate rule not working in Salesforce?
Your duplicate rule is not working because you have blocked the Action On Create and Action On Edit. First, you have to choose to allow from the picklist then check the alert checkboxes shown in below image.
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.
What is the difference between matching rules and duplicate rules?
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.
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 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.
What is the difference between single and duplicate checks?
What's the difference between a single check and a duplicate check? The appearance and information included on a single check and a duplicate check are the same. The only difference is that duplicate checks are bound with a separate sheet of paper that makes a carbon copy as you write.
The big deal about dupes
Duplicate records are dangerous to system credibility because users can’t find the updates that they’ve made (they’re looking at the wrong copy of the record) and each of the dupes represents an incomplete record with multiple data quality issues.
Prevention is the best cure
The starting and ending point of any deduping project is this: finding defects in processes and systems to prevent the creation of dupes in the first place.
Where to start
The only place to start is to stop and think. Because you can’t do anything good without developing a strategy to fit your specific situation. And there are several situations where something that looks like a dupe actually isn’t one. Here are some examples:
Integrated systems and plug-ins
This is where things get hairy. Let’s start with the simple stuff: plug-ins. Most plug-ins installed in SFDC don’t really mind deduping and probably won’t corrupt anything when you merge. But read that word “most” – you must test with your particular configuration of plug-ins to make sure nothing nasty happens.
Danger Will Robinson!
Deduping is such a tricky business that I have to stress these best practices:
Preventing duplicate Salesforce records
Duplicate record prevention is a cute little topic, but it’s part of a much larger data quality topic. The big picture is embodied in this sentence: no record should be created without some level of procedural or automated controls.
Nipping dupes in the bud
We all make mistakes, and with certain extract, transform, load (ETL) and import cycles, big fat errors are just a mouse-click away. The problem is, with triggers and workflows, any SFDC insert or update may have tons of repercussions on other records.
What is deduplication in Salesforce?
To recap, Salesforce has a basic deduplication solution for the most commonly used objects (Leads, Contacts, (Person)Accounts), allowing alerting and blocking on the creation of duplicates. A batch process for deduplicating existing data is also available for higher-end Salesforce plans. When you require all data to be saved and not blocked, other objects, cross object matching, faster processing or automatic processing it is time to look for other solutions. The first step is to list your requirements, the second step is to match these to the solutions in the AppExchange, and the last step is to test drive one or two apps.
How do deduplication tools work?
All deduplication tools find duplicate records based on the values of fields. Most tools have some default settings to match objects such as leads, contacts and accounts, but you will get the best results when you fine-tune the settings.
What is duplicate management in Salesforce?
What is Salesforce Duplicate Management? The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Matching rule: Consists of criteria to identify duplicate records. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.
How to do a deduplication project?
In the first phase of a deduplication project, you focus on your data requirements alone. 1. List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. These can be standard or custom objects. Indicate if you want to look for duplicates within the object, across objects or both.
Can you batch deduplicate other objects?
You need to batch deduplicate other objects than Lead, Contact and (Person) Account. It is pretty obvious that for many organizations these objects are the most important ones. But if you want to batch process cases, opportunities or custom objects, you’ll need to look further.
Can you wait for manual review of duplicates?
If your marketing automation processes run all the time, you cannot wait for manual review of duplicates. In that case, the fully automatic merging of duplicates saves you time, does not delete valuable data and makes sure your marketing and sales machine keeps on running 24/7.
Is there a one time cleanup in Salesforce?
A one-time cleanup is only a temporary fix for your duplicate issues. Prevention and scheduled cleanups are essential to keeping your Salesforce squeaky clean. But set & forget is not the way to go. New objects, fields and entry methods are regularly added to any Salesforce environment. Make sure to update your deduplication settings to reflect these changes.
Assess the Current State of Affairs
Before you begin the implementation process, you need to understand how severe the duplicate issue is and how they are coming into Salesforce. This information will allow you to measure the effectiveness of the tool after you implemented it.
Learn How the Tool Works
While this may appear to be common sense, a lot of companies implement a deduplication tool without completely understanding how it works. This refers to both the technical aspects of the solution and how it meets your business needs.
Teach Your Employees How It Works
Regardless of the product you choose, your employees will have an opinion on it one way or the other. This is why it is important to tell your users why this is such a good change and how it will help them in their day-to-day jobs.
Follow Good Change Management Practices
While a lot of attention has been given to the technical and business aspects of the tool itself, the transition will entirely depend on you. Thesis does not have to be a painful, cumbersome process especially if the old deduplication tool was not getting the job done.
Tracking the Results
The only way to know if you made the right decision in implementing the tool is to keep track of key metrics which goes beyond simply counting how many duplicates you have. For Example, look at things like the sales activity of each representative.
Identify Salesforce Duplicates Using Any Data Field
Are you tired of exporting .CSV files and using Excel functions and VLOOKUP to identify duplicates in Salesforce? Or trying to identify and merge them manually?
Smart Merge Records in Bulk with Flexible Rules
Don’t worry about overwriting important Salesforce data or creating duplicates. With Insycle, you can set rules for determining the correct master record and pinpoint the exact fields that will be replaced during the merge.
Merge Duplicates In Bulk or One At a Time
Insycle allows you to set rules and smart merge duplicate Salesforce records in bulk. But, you can also identify and merge records one at a time as well. You have complete control over the processes that you employ for identifying and merging duplicate Slaesforce contacts, companies, and deals.
Automate Salesforce Dedupe Processes for Any Record Type
Insycle not only makes it dead-simple to identify and merge duplicates in Salesforce, it allows you to run automated deduplication processes at regular intervals. You can setup your Salesforce deduplication engine to run daily, weekly, or monthly.
Preview Saleforce CRM Data Changes Before They Go Live
In Insycle, you always have the ability to double-check your Salesforce data changes before they go live in your database. Before each process pushes the altered data to your database, you can inspect changes on a case-by-case basis to avoid unwanted data overwriting and alterations.
Maintain a Single Customer View in Salesforce
Give your sales reps a full-picture view of your brand’s engagement with each customer. Insycle makes Salesforce deduplication simple and improves the customer experience throughout the pipeline.
What is deduplication based on?
Almost all deduplication solutions offer more specialized matching methods. Most of them are based on either exact or fuzzy and include some additional logic. When matching telephone numbers, you will get much better results if they are in the same format.
What is edit distance?
Edit distance is the number of single character edits (insert, delete or change) needed to change one string into another. Jon Doe <> John Doe has an edit distance of 1.
Identifying Similar Records
If we take a look at the two records below, it will be fairly obvious, to a human being, that these two records are duplicates:
Using Machine Learning to Dedupe Your Salesforce
A machine learning algorithm can view a Salesforce record either as a single block or by each field individually. Below is a representation of the block approach:
The Benefits of Using Machine Learning to Dedupe Your Salesforce
One of the biggest benefits you get with a machine learning-based approach is active learning. Basically, when you label two records as duplicates (or not) the system will “learn” from these actions and will adjust its algorithms accordingly to identify such records as duplicates or unique in the future.
Additional Benefits of Using Machine Learning
When you are using a traditional rule-based tool to dedupe your Salesforce, you will need to set up complex rules to catch all of the “fuzzy” duplicates. This is very time-consuming and is a futile effort since there is no way you can set up a rule for each possible scenario.
