Search Duplicate Records in Salesforce CRM
It’s a manually search for potential duplicates and merge based on the Select of the Object. List of the field will be appearing. You have to select the field 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 needs 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 requirement.
- 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 let’s take is equal and value of the field.
Based on the search spec it will return which will hold the Account Name as Babbleblab.
You can see 4 record founts with the same name in the system data based. Now data merge can be perform on the record. As per the business need you can select number of record which needs to merge and click to Next Button.
Master record is automatically selected by the Duplicate Management App.
Smart Duplicate Manager performed very smart role in the data merge if you see it will select master record automatically and what the fields which are different set of field will be displayed for the duplicate record and any of the record value can be selected while merging the record.
After merging the record only 1 record will be there which will considered as a master and the value which will be selected duplicate record field will be updated to the master record.
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 it complete to make sure you don’t have more duplicates left.