There will be times, we all need to create a report on duplicate records in Salesforce. And here, I will explain how to create a report on duplicate records in Salesforce. We will also discuss, how to make a report on duplicate records in Salesforce.
Recently, I was working in Salesforce, where we got a requirement for a report on duplicate records in Salesforce. So, in this blog, I will also explain, how to create a report on duplicate records in Salesforce.
So, we will cover these topics in this Salesforce tutorial.
- How to Create a report on Duplicate records in Salesforce
- How to Create a report on Duplicate records in Salesforce lightning
- How to Create a report on Duplicate records in Salesforce Classic
- How to make a report on Duplicate records in Salesforce
- How to generate a report on Duplicate records in Salesforce
How to Create a report on Duplicate records in Salesforce
The report is a collection of data gathered over a period of time. Reports give an insight into what is happening today and allow us to predict what could happen in the future.
The duplicate records in salesforce are the blueprints of another record, some records might be different due to duplicate information being present.
So, we are going to demonstrate how you can create reports on duplicate records in Salesforce.
So, we will be implementing the following components in salesforce:
- Report type
- Report
Now, let’s move ahead and see how to create a report on duplicate records in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
Read How to find duplicate records in Salesforce
How to Create a report on Duplicate records in Salesforce lightning
Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.
Here we are creating the report on duplicate records that are created under the report type in salesforce lightning and are created by Sigma Crm USA-based company.
Follow the below steps on How to create a report on duplicate records in salesforce lightning:-
Step-1: Login to the salesforce account, click on the setup, and search report type in Quick Find Box.
Step-2: After selecting the record type, select the New custom report type and create a record type.
Step-3: After clicking on the new custom record type, define the custom record type. Firstly fill in the primary object, Report type label, and then click the next option.
Step-4: After clicking on the next, select the duplicate record items and then click on the save option.
Step-5: After clicking on the save option, this way you can see we created a record type. Report on duplicate records.
Step-6: After creating the record type, now we want to create a report. Click on the reports that are present on the nav bar.
Step-7: After clicking on the reports, click on the new report and then you can see that the create report page is open. Select the category and then select the record type that is report on duplicate records and click on continue.
Step-8: After clicking on the report on duplicate records, here you can see the Duplicate record set name is available, now click on the save and run option.
Step-9: After clicking on the save and run option, the Save report dialogue box is open. Fill in the report name and report a unique name and click on the save option.
Step-10: After clicking on the save option, you can see that the report on the duplicate records is created.
This is how we understand how to create a report on duplicate records in salesforce lightning.
Read How to Create Workflow Rule in Salesforce
How to Create a report on Duplicate records in Salesforce Classic
Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience.
Here we are creating the report on duplicate records that are created under the report type in salesforce classic and are created by Sigma Crm USA-based company.
Follow the below steps on How to create a report on duplicate records in salesforce classic:-
Step-1: Login to the salesforce account, click on the setup, and search report type in Quick Find Box.
Step-2: After selecting the record type, select the New custom report type and create a record type.
Step-3: After clicking on the new custom record type, define the custom record type. Firstly fill in the primary object, Report type label, and then click the next option.
Step-4: After clicking on the next, select the duplicate record items and then click on the save option.
Step-5: After clicking on the save option, this way you can see we created a record type. USA report on duplicate records. After creating the record type, now we want to create a report. Click on the reports that are present on the nav bar.
Step-6: After clicking on the reports, click on the new report option and then you can see that the create report page is open.
Step-7: After clicking on the new report and then you can see that the create report page is open. Select the category and then select the record type that is USA report on duplicate records and click on create.
Step-8: After clicking on the USA report on duplicate records, here you can see the Unsaved Report page is open, now click on the save option.
Step-9: After clicking on the save option, the save report dialogue box is open. Fill in the report name and report a unique name and click on the save and run option.
Step-10: After clicking on the save and run option, the USA Report on Duplicate Records page is open, and click on the save option for saving the report on duplicate records.
So, with this, we understand How to report on duplicate records in salesforce classic.
Read How to Duplicate a Report in Salesforce
How to make a report on Duplicate records in Salesforce
The report is a collection of data gathered over a period of time. The duplicate records in salesforce are the blueprints of another record, some records might be different due to duplicate information being present.
Follow the below steps on How to create a report on duplicate records in salesforce:-
Step-1: Login to the salesforce account, click on the setup, and search report type in Quick Find Box.
Step-2: After selecting the record type, select the New custom report type and create a record type.
Step-3: After clicking on the new custom record type, define the custom record type. Firstly fill in the primary object, Report type label, and then click the next option.
Step-4: After clicking on the next, select the duplicate record items and then click on the save option.
Step-5: After clicking on the save option, this way you can see we created a record type. Custom report on duplicate records.
Step-6: After creating the record type, now we want to create a report. Click on the reports that are present on the nav bar.
Step-7: After clicking on the reports, click on the new report and then you can see that the create report page is open. Select the category and then select the record type that is reported on duplicate records and click on start.
Step-8: After clicking on the custom report on duplicate records, here you can see the Duplicate record set name is available, now click on the save and run option.
Step-9: After clicking on the save and run option, the Save report dialogue box is open. Fill in the report name and report a unique name and click on the save option.
Step-9: After clicking on the save option, you can see that the report on the duplicate records is created.
This is how we understand how to make reports on duplicate records in Salesforce.
Read How to Create a Junction Object in Salesforce
How to generate a report on Duplicate records in Salesforce
Here we are generating a report on duplicate records in salesforce with the help of a report-type object.
Follow the below steps on How to generate a report on duplicate records in salesforce:-
Step-1: Login to the salesforce account, click on the setup, and search report type in Quick Find Box.
Step-2: After selecting the record type, select the New custom report type and create a record type.
Step-3: After clicking on the new custom record type, define the custom record type. Firstly fill in the primary object, Report type label, and then click the next option.
Step-4: After clicking on the next, select the duplicate record items and then click on the save option.
Step-5: After clicking on the save option, this way you can see we created a record type. Report on USA duplicate records.
Step-6: After creating the record type, now we want to create a report. Click on the reports that are present on the nav bar.
Step-7: After clicking on the reports, click on the new report and then you can see that the create report page is open. Select the category and then select the record type that is report on USA duplicate records and click on the start report option.
Step-8: After clicking on the report on duplicate records, here you can see the Duplicate record set name is available, now click on the save and run option.
Step-9: After clicking on the save and run option, the Save report dialogue box is open. Fill in the report name and report a unique name and click on the save option.
Step-10: After clicking on the save option, you can see that the report on the duplicate records is created.
Conclusion
In this tutorial, we have learned how to create report on duplicate records in salesforce, and also we have covered how to generate a report on duplicate records in Salesforce. This can be performed on both salesforce lightning and salesforce classic.
- How to Create a report on Duplicate records in Salesforce
- How to Create a report on Duplicate records in Salesforce lightning
- How to Create a report on Duplicate records in Salesforce Classic
- How to make a report on Duplicate records in Salesforce
- How to generate a report on Duplicate records in Salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.