You can grant access to duplicate record sets and duplicate record items to users with a Sales Cloud, Service Cloud, or Sales & Service Cloud license. Duplicate record sets containing the results of duplicate jobs don’t include a link to the job by default.
Full Answer
How to identify duplicate records in Salesforce?
Thankfully, Salesforce has an out of the box feature to identify, alert and handle duplicate records. This is called “Duplicate Management”. The concept of duplicate management is fairly simple. Firstly, define a set of rules for identifying records as duplicate. This is called “ Matching Rule “.
How do I prevent duplicates in my Salesforce organization?
You could buy an app to prevent dupes, and depending on the size of your org, you might need to find a de-duplicate service for your existing records. The good news is that Salesforce allows you to create your own Duplicate Rules, so you shouldn’t need to spend extra to prevent duplicates going forward.
How do I configure matching and duplicate rules in Salesforce?
Your matching rules can be found by going to Salesforce > Setup > Matching Rules. 2. Next, configure your Duplicate Rules. Think of a Matching Rule as your key, and a Duplicate rule as the ignition to your car.
How do I generate a duplicate records report?
A duplicate records report can include these 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 manually added to a duplicate record set.
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How do I find duplicate records in Salesforce?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
Where is view duplicates in Salesforce lightning?
In Lightning Experience and Salesforce Classic, duplicate alerts are displayed on the record home page for an account, contact, or lead. In Lightning Experience, duplicates are identified using matching rules, which are applied to individual records or duplicate jobs.
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 I activate duplicate rules to identify potential duplicate records 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 run a duplicate report in Salesforce?
(To generate this report, select the Report option in a duplicate rule.)...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 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 you prevent duplicate records 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 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 are the duplicate rules in Salesforce?
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.
Why are my duplicate rules not working 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 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...
What is Matchblank in Salesforce?
If you select Match Blank Fields for a field and that field is blank in both records being compared, the fields are considered matches. However, if you select Match Blank Fields for a field and that field is blank in only one of the records being compared, the fields aren't considered matches.
What is a duplicate record report?
A duplicate records report can include these 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 manually added to a duplicate record set.
What is GDPR cookie consent?
This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.
How to create matching rules in Quick Find?
1. Search for Matching Rules in Quick Find and select Matching Rules. 2. To create a new rule click on New Rule and select the object for which the rule has to defined and click on next.
1. A Matching Rule Compares Records and Detects Duplicates
The matching rule specified in a duplicate rule or job can compare records on the same object, such as leads, or one other object. For example, a rule can compare leads that duplicate contacts.
2. A Duplicate Rule or Job Handles Duplicates
Duplicates can be detected when a sales rep creates, clones, or edits a record and a duplicate rule runs, or when you run a duplicate job. They can also be detected as part of other processes, such as importing or an API.
3. Sets and Reports List Duplicates Found
Duplicate record sets list the duplicates found when duplicate rules or jobs run. Reports of duplicates are generated from these sets.
What is duplicate record set in Salesforce?
Duplicate record sets are a Salesforce feature/object that can detect duplicate records in your instance. They’ll appear as flags on individual records, and can also be included in reports.
What is matching rules in Salesforce?
Matching rules are what you use to set the “matching” logic for two, like records. They tell Salesforce which fields (and what level of exactness) it should consider when flagging a record as a duplicate.
Is manual duplicate management better than none?
In the meantime, manual duplicate management – even if occasional – is better than none at all. 2. It’s not complicated to set up, and even easier to act on. You don’t need a consultant or someone highly technical to set up this feature.
Is duplicates a pain?
Now, we all know duplicates are a pain. They’re a pain from the moment they enter your system, and a pain to stay on top of as well. But if you’re not using a third-party de-duping tool, here are 3 good reasons why you should absolutely set this up in your org today. 1.
What Comes Out-of-the-box?
Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads. These alone are insufficient, because:
1. Account Exact Name
Purpose: To prevent the creation of multiple Accounts with the exact same Account name.
2. Account Name Potential Match
Purpose: to warn users of a potential duplicate where account names differ slightly.
Leads & Contacts (People Duplicates)
Leads and Contacts are a bit more complicated. Sometimes users will say “I want to prevent Lead duplicates.” Or “I want to prevent Contact duplicates.” Both great goals, but still does not solve the total duplicate problem, even in tandem.
3. Lead-to-Lead Email Exact Match
Purpose: To prevent the creation of multiple Leads with the exact same email.
4. Lead-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Leads-to-Contacts with the exact same email.
5. Contact-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Contacts with the exact same email.
Rules for Duplicate-Free Data
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
Activate a Matching Rule
We provide standard matching rules for you. If you established your instance of Salesforce for Winter ’15 or earlier, like Maria, you activate the standard rules you want to use. Maria, however, wants to activate standard rules for only accounts and leads. She has other plans for her contacts, which we cover after this procedure.
Create a Custom Matching Rule for Contacts
For contacts, Maria wants to include fuzzy matching for the Mailing Street field.
Block Duplicates with Fuzzy Mailing Streets
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
Report on the Creation of Duplicate Accounts and Leads
Maria doesn’t block reps from creating duplicates for accounts and leads. So Lincoln wants to see the quality of account and lead data and how well the duplicate rules work. To help Lincoln, Maria sets up custom report types.
Resources
Use these resources to learn more about matching rules and duplicate rules.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.