Duplicate records in Salesforce refer to the presence of multiple records with the same information within objects like Accounts, Leads, Contacts, etc.
In this Salesforce tutorial, I will explain different ways how to find duplicate records in Salesforce.
Find Duplicate Records in Salesforce
There are multiple resources that cause duplicated records in Salesforce without any intention, such as
- During the manual entry of the record, the user mistakenly creates a record multiple times.
- While importing data into Salesforce, duplicates can occur when a record already exists and is imported again.
These duplicate records in Salesforce create huge confusion, inaccuracy, a mess of records, and a poor user experience. So, it is necessary to find duplicates in Salesforce.
How to Find Duplicate Records in Salesforce
To find duplicates in Salesforce, you have three different ways given below:
- Using duplicate record sets items
- Using duplicate record reports
- Check duplicates of specific records from related section
Let’s learn each of the ways in detail, step-by-step to find duplicates in Salesforce.
Find Duplicate Records in Salesforce Using Duplicate Record Sets
You can find duplicate records by creating the list view in built-in object duplicate record sets in Salesforce. Below are the steps to find the duplicate records.
1. Log in to your Salesforce account in the lightning experience. Click on the “Gear” icon and select “Setup” to go to the setup home.
2. Click on the “App Launche