Search Duplicate Records in Salesforce CRM
It’s a manual way to search for potential duplicates and merge based on the selection of the Object. List of the fields will appear. You have to select the fields for which duplicate records needs to identify, Operation and Value which needs to search. This will display set of duplicate records.
- Go to Smart Duplicate Manager AppExchange Application
- Click on Search for Duplicate
- Select Object
- Select field of the object which is needed to check
- Select the Operator such as `Equal`, `Not Equal` and `Contains`.
- Provide the value based on field and operator.
- You can add multiple fields based on requirements.
- Select the logical operator like `AND` and `OR`.
Let’s take an example – I want to verify list of duplicate account which exist with the same name. To identify the record we will select the Object as an Account and Field name as an Account Name. Based on the requirement we will provide the operator `equal` and value of the field.
Based on the search spec it will show which Account Name as Babbleblab.
You can see 3 record founts with the same name in the system data. Now data merge can be performed on the record. For the business you can select number of records which are needed to be merged and click to Next Button.
Master record is automatically selected by the Duplicate Management App.
Smart Duplicate Manager performs very smart role in the data merge so it will select master record automatically and which fields are different. Set of the fields will be displayed for the duplicate record and any of the record value can be selected while merging the record.
Only 1 record will be shown after merging the record. It considered as a master and the value will be selected such a duplicate record field.
Note- Duplicate Management supports merging up to 200 duplicates per 1 master record. Please feel free to run Merge with the same filter one more time after current merging completed to make sure you don’t have no more duplicates left.