Account, Contacts, and Leads.
Posted: Mon Dec 23, 2024 7:45 am
Setting up Duplicate Rules
Salesforce provides standard Duplicate Rules & Matching Rules within Setup that can be activated to provide basic duplicate detection across
A matching rule compares field values to determine whether a record is similar enough to existing records to be considered a duplicate. For example, a matching rule can specify that if the Email and Phone values of two records match exactly, the records might be duplicates.
Your duplicate rules work together with your matching rules to prevent users from creating duplicate records. For example, a duplicate rule can block users from saving records that have been identified as possible duplicates, or simply alert users that they may be creating a duplicate, but allow them to save the record anyway.
Activate the standard rules to start tracking duplicate records database of facebook across Accounts, Contacts & Leads. Custom rules can be set up to search for different criteria, or to set up rules across othe objects.
Finding Salesforce duplicates
The best way to find Salesforce duplicates is by running a report.
Go to Report Types.
Screenshot of Salesforce navigation showing Report Types
2. Select ‘New Custom Report’.
Screenshot of Custom Report Types
3. Select ‘Leads’ as the Primary Object (A) and add a label, name, and description for your report.
4. Select ‘Deployed’ to ensure the report can be used in the report wizard.
Screenshot of Custom Report Type deployed
Salesforce provides standard Duplicate Rules & Matching Rules within Setup that can be activated to provide basic duplicate detection across
A matching rule compares field values to determine whether a record is similar enough to existing records to be considered a duplicate. For example, a matching rule can specify that if the Email and Phone values of two records match exactly, the records might be duplicates.
Your duplicate rules work together with your matching rules to prevent users from creating duplicate records. For example, a duplicate rule can block users from saving records that have been identified as possible duplicates, or simply alert users that they may be creating a duplicate, but allow them to save the record anyway.
Activate the standard rules to start tracking duplicate records database of facebook across Accounts, Contacts & Leads. Custom rules can be set up to search for different criteria, or to set up rules across othe objects.
Finding Salesforce duplicates
The best way to find Salesforce duplicates is by running a report.
Go to Report Types.
Screenshot of Salesforce navigation showing Report Types
2. Select ‘New Custom Report’.
Screenshot of Custom Report Types
3. Select ‘Leads’ as the Primary Object (A) and add a label, name, and description for your report.
4. Select ‘Deployed’ to ensure the report can be used in the report wizard.
Screenshot of Custom Report Type deployed