Say Goodbye to Duplicate Data in Salesforce with these Tips.

Рет қаралды 16,751

2 жыл бұрын

In this video, I show you how to create a custom report type for Contacts and Duplicate Record Items. Say Goodbye to Duplicate Data in Salesforce with these Tips.
More from Mike Wheeler:
Live CompTIA AI Essentials Course - www.rapidreskill.com/ai-essen...
RapidReskill.com - www.rapidreskill.com/
Uelevant.com - www.urelevant.com/
Create Reports on Duplicate Records Help Article - help.salesforce.com/s/article...

Пікірлер: 11

@gretchencannon8451 2 жыл бұрын

Thank you so much for ALL of your shared information. I was a marketing director for over 15 years and in web dev before that, and I am wanting to pivot to a SF position. I am 1/2 way through your Udemy course for the Admin certification. I researched a lot before choosing a course and even SF says you're the best! Thank you so much for being so willing to share all of your experiences and information.

@RapidReskill 2 жыл бұрын

I am glad to do it. Thank you for your kind words and I am glad you are finding the course helpful.

@wildatheart8894 2 жыл бұрын

This is extremely helpful to me and my org! Thank you!

@RapidReskill 2 жыл бұрын

Glad it helped!

@JustRouie 4 ай бұрын

Hi thanks for this, is it possible to make a duplicate report for LEADS and CONTACTS? I want to merge leads to duplicate contacts, but I am not sure how? using the report.

@user-nl1zv3mp6h 9 ай бұрын

Great video! Question... even though I selected Leads (A) with at least one related record from Duplicate Record Items (B), some of the results have no related records. Do you know why this could be?

@manninggrinnan621 9 ай бұрын

In your opinion, is Salesforce's Duplicate Management powerful enough or in the real world is something like Duplicate Check needed?

@dylanhoarau1000 2 жыл бұрын

Does it take into account all the duplicate object already existing in our CRM before you create this duplicate detection rule ?

@RapidReskill 2 жыл бұрын

It will only record potential duplicates if there are any potential matches triggered by existing duplicate rules. There are standard duplicate rules that may be in place in your org, otherwise there wouldn't be any recorded.

@jasonlevine7006 2 жыл бұрын

I did exactly what you did and it didn't pull up any duplicated but I know for a fact that there are (I intensionally created duplicates to trigger the matching rules)

@RapidReskill 2 жыл бұрын

Make sure your matching rules and duplicate rule are activated.