There will be times, we all need to find duplicate records in Salesforce. And here, I will explain how to find duplicate records in Salesforce. We will also discuss, how to observe duplicate records in Salesforce.
Recently, I was working in Salesforce, where we got a requirement for duplicate records in Salesforce. So, in this blog, I will also explain, how to find duplicate records in Salesforce.
So, we will cover these topics in this Salesforce tutorial.
- How to find duplicate records in salesforce
- How to find duplicate records in salesforce lightning
- How to find duplicate records in salesforce classic
- How to observe duplicate records in salesforce
- How to identify duplicate records in salesforce
- How to detect duplicate records in salesforce
How to find duplicate records in salesforce
In salesforce duplicate reports are reports that are present in the database that shares the same data as the original report.
The duplicate reports are the 100 percent carbon copy of another report, some reports might be different due to duplicate information being present.
When two or more records are similar as duplicates. Duplicate records can contain one duplicate record item for each duplicate account.
In the way we understood about the duplicate records, let’s move ahead and see how to find duplicate records in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
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How to find 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 finding the duplicate reports that are created under the objects that are created by Sigma Crm USA-based company.
Follow the below steps on How to find duplicate reports in salesforce lightning:-
Step-1: Login to the salesforce account, Click on the App Launcher, and search for sales. Click on the Sales option.
Step-2: After clicking on the sales, the sales page is open there are the objects that are present on the nav bar. Click on the Contacts object.
Step-3: After clicking on the contacts object, the Contacts Recently Viewed page is open. Inside this page, you can see that the Lind, Schiller, and Haag Fabric Mender Crop of America Account Name has a duplicate report.
In this way, we have learned how to find duplicate reports in salesforce lightning.
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How to find 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.
Follow the below steps on How to find duplicate reports in salesforce classic:-
Step-1: Login to your Salesforce account, and click on the setup that is present in the left top corner.
Step-2: After clicking on setup, the setup home page is open. Click on the Contacts that are present on the nav bar.
Step-3: After clicking on the contacts object, the Contacts Recently Viewed page is open. Inside this page, you can see that the Lind, Schiller, and Haag Fabric Mender Crop of America Account Name has a duplicate report.
So, with this, we understand how to find duplicate records in salesforce classic.
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How to observe duplicate records in salesforce
Here we are observing the duplicate reports in salesforce. Observation stands for noticing or perceiving something.
Follow the below steps on How to observe duplicate reports in salesforce:-
Step-1: Login to the salesforce account, Click on the App Launcher, and search for sales. Click on the Sales option.
Step-2: After clicking on the sales, the sales page is open there are the objects that are present on the nav bar. Click on the USA students object.
Step-3: After clicking on the USA students object, the USA students Recently Viewed page is open. Inside this page, you can see that the USA student Name Odell Killback has a duplicate report.
So, with this, we understand how to observe duplicate reports in salesforce.
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How to identify duplicate records in salesforce
Here we are identifying the duplicate records in Salesforce. Duplicate reports are the blue print of another report, some reports might be different due to duplicate information being present.
Follow the below steps on How to identify duplicate reports in salesforce:-
Step-1: Login to the salesforce account, Sales home page is open while we click on the sales. The sales are present inside the App Launcher.
Step-2: After opening the sales home page, click on the object that is present on the nav bar. Click on the Project USA object.
Step-3: After clicking on the Project USA object, the project USA Recently Viewed page is open. Inside this page, you can see that the Project USA Name Jewely Model OR Model MAkers has a duplicate report.
This is how we understand how to identify duplicate records in Salesforce.
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How to detect duplicate records in salesforce
Here we are detecting or find out duplicate records inside the object of the report in salesforce.
Follow the below steps on How to detect duplicate reports in salesforce:-
Step-1: Login to the salesforce account, Sales home page is open while we click on the sales. The sales are present inside the App Launcher.
Step-2: After opening the sales home page, click on the object that is present on the nav bar. Click on the Reports object.
Step-3: After clicking on the object of the report, the reports Recently Viewed page is open. Inside this page, you can see that duplicate records are present in the object of the report.
Conclusion
In this tutorial, we have learned how to find duplicate records in salesforce, and also we have covered how to identify duplicate records in Salesforce. This can be performed on both salesforce lightning and salesforce classic.
- How to find duplicate records in salesforce
- How to find duplicate records in salesforce lightning
- How to find duplicate records in salesforce classic
- How to observe duplicate records in salesforce
- How to identify duplicate records in salesforce
- How to detect 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.