Maintaining clean, accurate data is one of the most important things you can do to get
the most out of Salesforce. It builds the trust of your sales team and helps you work toward
complying with various data protection and privacy regulations.
Salesforce gives you tools for managing duplicates one at a time and across your org, and to track
your progress in eliminating duplicates.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| User Permissions Needed |
| To view duplicate rules and matching rules: |
View Setup and Configuration |
| To create, edit, delete, activate, and deactivate duplicate rules and matching
rules: |
Customize Application |
- Manage Duplicates One at a Time
Give your sales team the tools they need for maintaining great relationships with customers, and keep your leads, accounts, and contacts clutter free. By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts.
- Manage Duplicates Globally
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.
- Duplicate Detection and Handling Process
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
- Customize Duplicate Management
Configure duplicate management to align with other customizations you make and detect duplicates missed by standard rules. Customize the user interface for handling duplicates: For example, block users from creating duplicates instead of just warning them, or run different duplicate rules for different user profiles. Customize the logic used to identify duplicates: For example, include a custom field in a matching rule, specify field mapping, or customize matching criteria on fields.
- Considerations for Using Duplicate Management in the Salesforce Mobile App
Review considerations for using duplicate management features on a mobile device.
