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Choosing the master record and field selections can be cumbersome You do have the option to create custom matching rules, but again, you are limited to exact and fuzzy matching. This can be fine to search for more obvious duplicates, but finding hidden dupes requires more sophistication. How does Salesforce determine which records are duplicates?īy default, Salesforce’s duplicate algorithm is very simple and looks at just a few fields, like name, email address, phone, and company name with little variance, and uses exact or fuzzy matching. There are very few matching algorithms and options
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For orgs with large amounts of data, this deduplication method would take a tremendous amount of time. No matter which method you use to find duplicates, the ability to select multiple groups of duplicates or even schedule automatic deduping jobs is not possible with Salesforce’s built-in functionality. Once compiled, you can drill into records to manually merge them one at a time. Lately, you can also run a custom report to see a list of duplicates. Again, compromises arise with this option (see #3, #5, #8, and #9 below). What’s good about this option is that you can customize the matching rules, but the rules themselves do have their own restrictions (see #2 below).Īfter a duplicate job has run, you’re presented with groups of duplicates which you can then review and manually merge. This module acts as a report and scans your records to find duplicates that match based on matching rules. In either Classic or Lightning, you must open and review each individual duplicate group to merge the matching records.Ī somewhat better alternative is to use Duplicate Jobs to find duplicates globally throughout your entire org. Salesforce Lightning - The process is the similar: you can see potential duplicate matches when actively viewing an individual Lead, Contact, or Account record using the “Potential duplicates” competent. From there, you must search for individual Account names to find potential duplicates.
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It’s important to both 1.) prevent duplicate records from entering your org at the point of entry, as well as 2.) eliminate any existing dupes that are already in your org. It requires a lot of time, resources, and comes with limitations.īefore we begin, let’s set the roadmap for what we’ll focus on in this article.Īchieving and maintaining high data quality is a two-prong approach. While there are ways to find and merge duplicates natively in Salesforce, the process is not perfect. Let’s try it again.Īre you completely baffled by the fact that there’s no way in Salesforce to simply click a button, see all the duplicate records in your org, merge them in mass, and not have to worry about dupes anymore? Are you underwhelmed by Salesforce’s native duplicate management tools?