Find duplicates across your org by running duplicate jobs. Use reports to share job results with others, and use duplicate record sets to merge the duplicates. Use information about completed jobs to track your progress in reducing duplicate records.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To run duplicate jobs: | Customize Application |
| To create or update custom report types: | Manage Custom Report Types |
| To delete custom report types: | Modify All Data |
| To view duplicate record sets and items: | View on accounts, contacts, or leads |
| To merge duplicate record items: | Edit and Delete on accounts, contacts, or leads |
| To view error logs: | View Setup and Configuration |
- Find Duplicates Across Your Org Using Duplicate Jobs in Lightning Experience
Use duplicate jobs with standard or custom matching rules to scan your Salesforce business or person accounts, contacts, or leads for duplicates. - Create Reports on Duplicate Records
Use duplicate record reports to fine-tune your duplicate and matching rules and share the results of duplicate jobs. - Manage Duplicates Using Duplicate Record Sets
A duplicate record set is a list of items identified as duplicates. It’s created when a duplicate rule or job runs. Let your Lightning Experience users merge duplicates by granting them access to duplicate record sets. - View Error Logs for Duplicate Rules and Matching Rules
Troubleshoot system errors that prevent duplicate rules or matching rules from running. Error logs are deleted after 90 days.