Run Duplicate Jobs in Lightning Experience

Run jobs to find duplicate business and person accounts, contacts, or leads across your org.

Required Editions

Available in: Lightning Experience and Salesforce Classic (not available in all orgs)
Available in: Performance and Unlimited Editions
User Permissions Needed
To run duplicate jobs:

Customize Application

AND

View All Data

Watch Video DemoUse Matching Rules to Hunt Down Duplicate Records (English only)

  1. In Setup, use the Quick Find box to find Duplicate Jobs.
  2. Click New Job.
    Duplicate jobs page in Setup
  3. Select an object. Select an existing matching rule or create one. Only matching rules for the object you select are available. If you like, edit the default job name. Click Run.
    New Duplicate Jobs dialog in Setup
    You can’t delete or edit the name or description after creating a job. If you’re working toward complying with various data protection and privacy regulations, consider excluding personal data from the name and description.
    The job summary page shows the status of jobs. You’re notified by email when a job is finished.
    A job summary page, with Compare and Merge option selected for one duplicate record set
  4. To rerun a job, click New Job, and then select the same object and matching rule.
  5. To view and merge duplicates, open a job summary page, and then open a record set. Click the Related tab. Select the Compare and Merge action.
    A duplicate record set in Lightning Experience, with Compare and Merge option
    To let users merge duplicates in sets, give them access to duplicate record sets in Lightning Experience.
  6. To share the results of a job, run a report on the duplicate record set generated by the job.