ABSYZ ABSYZ

  • Home

    Home

  • About us

    Who We Are

  • Our Expertise

    What we Do

  • Our Approach

    How We Do It

  • Products

    What We Made

  • Industries

    Who We Do It For

  • Clients

    Whom We Did It For.

  • Article & Blogs

    What Experts Think

  • Careers

    Join The Team

  • Get In Touch

    Let’s Get Started

ABSYZ

Managing Duplicate Records in Salesforce

Home / Article & Blogs / Salesforce / Managing Duplicate Records in Salesforce
By Ankit C inSalesforce

Maintaining clean and accurate data is critical in any CRM system. Salesforce provides tools to manage duplicate records in Salesforce.In Salesforce there are Duplicate Rules and Matching Rules to help users prevent or manage duplicate records.Duplicate Rules can be created for Accounts,Contacts,Leads and any Custom Object.

User permissions required to create and edit duplicate rules are View Setup and Configuration and Customize Application.

Steps to create Duplicate Rules:

Step 1:Creating Matching Rules

:-Matching Rules define the criteria for which two records can be considered as duplicates.

1. Search for Matching Rules in Quick Find and select Matching Rules.

1

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.

2

3. Name the rule as you like and specify the Matching Criteria for the rule.Here you select one or more fields for which the records must be compared.There are two methods of matching :Exact and Fuzzy.

The exact matching method looks for strings that exactly match a pattern. The fuzzy matching methods look for strings that approximately match a pattern. Specific fuzzy matching methods are available for commonly used standard fields on accounts, contacts, and leads.If the Match Blank Fields checkbox is selected then if the fields being compared on both records are empty then they are considered matched

Specify a filter logic of your own if needed.

3

4. Click on save and activate the rule.

Step 2:Creating Duplicate Rules

:-Duplicate rules defines what action should be performed when duplicates records are detected.

 1. Search for Duplicate Rules in Quick Find and select Duplicate Rules.

 2. To create a new duplicate rule click on New Rule and select an object.

4 3. Give the rule a name and choose whether to enforce or bypass sharing rules.If  sharing rules are bypassed the matching rule compares all records, regardless of user access, but the resulting list of possible duplicates includes only records the user has access to.If sharing rules are enforced the matching rule compares only records that the user has access to, and the resulting list of possible duplicates includes only records the user has access to.

4.  Specify the actions to be taken when a duplicate record is being created and edited.

We can either allow or block duplicate records from being saved.If we select Allow and Alert, while a duplicate record is being saved it shows an alert displaying existing records which are similar and the user can open an existing record instead.Or else the user  can create a similar record.If we select Block then the rule will alert the user that a similar record already exists whenever a duplicate is being created.

5. Specify the matching rule.Select the object with which it should be compared and select the Matching Rule for that object.

6. Optionally specify a filter conditions for the rule to run.Click on save and activate the rule.

Here’s a look on how the Duplicate Rule works.

ss

Click on View Duplicates to view the duplicate records.

Duplicate Record Sets:When a user creates a duplicate record it is saved as an item in Duplicate Record Set.These sets contain duplicate records for various objects.

Creating Reports on Duplicate Records

When the Report option is selected in the Duplicate Rule users can create reports which display the duplicates of records for a particular duplicate rule.To create Duplicate Reports create a custom Report Type by selecting an Object and relating the Duplicate Record Items to the primary object.

Now users can create reports based on the report type.

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.
  • Records in duplicate record sets generated by duplicate jobs.

8

Run Duplicate Jobs in Lightning Experience

Run Duplicate Jobs to find duplicate Accounts,Contacts,Leads across your org.Duplicate jobs are only available in Perfomance and Unlimited editions.

Steps to run a duplicate job:-

1)Search for Duplicate Jobs in Quick Find.

2)Click New Job and select an Object.

3)Select a matching rule available for that object or create a new one.

4)Click Run.

What’s new in the Winter ’18 Release

With the release of Winter ’18 now we can use in Duplicate Record Sets in Lightning Experience also.

When the Report option is selected in a duplicate rule, Duplicate Management creates duplicate record sets of duplicates found by the rule. You can also create duplicate record sets, adding any records you like as duplicate record items manually.Users also have an option to Merge duplicate records into a single record.

Steps to merge duplicate records:-

1. Open the Duplicate Record Set and click on Compare and Merge.

9

2. Select the records that you want to merge.

10

3. Select the record which you want as the master record and click on next.

11

4. Finish by clicking on Merge.

12

Now all the duplicate records are merged into a single record.The Compare and Merge option is only available in Lightning Experience.

What’s new in the Winter ’19 Release

With release of Winter ’19 we can apply Deterministic Encryption to the fields used in Matching Rules.

This feature is available as an add-on subscription in Enterprise,Perfomance and Unlimited edition.Avilable in Developer Edition free of cost for orgs created in Summer ’15 or later).First the administrator has to enable Deterministic Encryption.Before encrypting any fields deactivate any Matching rules or Duplicate Rules that reference the fields you want to encrypt.

Steps to Encrypt Fields:-

1. From Setup search for Platform Encryption and select Encyption Policy.

2. Click on Encrypt Fields and select the fields which you want to encrypt and select Determinstic as the Encryption Scheme.

3. Click Save.

4. Reactivate your Matching Rule and Duplicate Rule associated with it.

Matching rules used in duplicate management now return exact and fuzzy matches on encrypted data.

Thus Duplicate Management helps users easily manage and remove duplicate records from salesforce thus saving time and confusion.

Duplicate ManagementDuplicate Record SetsDuplicate RulesMatching Rules
86
Like this post
2 Posts
Ankit C

Search Posts

Archives

Categories

Recent posts

BioAsia 2023 in Hyderabad: An Annual International Event

BioAsia 2023 in Hyderabad: An Annual International Event

The Role Of Marketing in Small & Medium Enterprises

The Role Of Marketing in Small & Medium Enterprises

Salesforce For Retail: How Salesforce CRM Can Help Retailers

Salesforce For Retail: How Salesforce CRM Can Help Retailers

What is ChatGPT & How Does It Work?

What is ChatGPT & How Does It Work?

What Is Graphic Design? (Executive Summary 2023)

What Is Graphic Design? (Executive Summary 2023)

  • Previous PostGoogle Assistant Integration with Salesforce - Part 2
  • Next PostLightning Reusable Carousel component

Related Posts

Salesforce For Retail: How Salesforce CRM Can Help Retailers
Salesforce

Salesforce For Retail: How Salesforce CRM Can Help Retailers

Introduction To Copado Devops Tool
Salesforce

Introduction To Copado Devops Tool

What is Salesforce Code Builder?
Salesforce

What is Salesforce Code Builder?

Automation in Healthcare And Its Benefits
Health Cloud Salesforce

Automation in Healthcare And Its Benefits

1 Comment

  1. Salesforce Implementation
    Reply
    25 September 2018

    Very well explained. Managing Duplicate Records in Salesforce is essential. Thanks for this wonderful blog. Keep sharing such information with us in the future as well.

    Reply

Leave a Reply (Cancel reply)

Your email address will not be published. Required fields are marked *

*
*

ABSYZ Logo

INDIA | USA | UAE

  • About us
  • Article & Blogs
  • Careers
  • Get In Touch
  • Our Expertise
  • Our Approach
  • Products
  • Industries
  • Clients
  • White Papers

Copyright ©2022 Absyz Inc. All Rights Reserved.

youngsoft
Copy
We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. By clicking “ACCEPT ALL”, you consent to the use of ALL the cookies. However, you may visit "Cookie Settings" to provide a controlled consent. Privacy Policy
Cookie SettingsREJECT ALLACCEPT ALL
Manage consent

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.
Necessary
Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

CookieDurationDescription
cookielawinfo-checkbox-analytics11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional11 monthsThe cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance11 monthsThis cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy11 monthsThe 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.

Functional

Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features.

Performance

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

Analytics

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.

Advertisement

Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.

Others

Other uncategorized cookies are those that are being analyzed and have not been classified into a category as yet.

SAVE & ACCEPT