A Tip A Day #16 – Report on Duplicate Records in Salesforce

This post is a part of the daily blog series 

A Tip A Day, daily dosage of learning!


 Day #16 – Report on Duplicate Records in Salesforce

Salesforce has configuration setup to identify duplicate records when users create new records.  While setting it up, you have an option to 1) alert the user about it and show the possible duplicates and 2) have the ability to report on these duplicate records created.

In the below screenshot, you can see I checked “Alert” as well as “Report”.

  • Alert lets the user see the Alert text with possible duplicates.
  • Report lets the Administrator of the system to check if the users have gone onto create duplicate records and report on the duplicate sets.

Duplicate_Rules_sfdcfanboy.png

In this post, I will be talking about how to generate those duplicate reports because it is not straight forward.

Steps to create a report on Duplicate Records

  1. First create a new Report Type (Setup –> Report Types).
  2. In the object Relationships of the Report Type:
    • Choose Primary object as “Duplicate Record Sets”
    • Choose related object as “Duplicate Record Items”

report_type_relationship_sfdcfanboy

3. Save the Report Type.  I named the report type as Duplicate Records.

custom_record_type_sfdcfanboy

4.  Now create a new Report.  Select the newly created Report Type, Duplicate Records, as the report type for this report.

5.  Add Record Set Name and Record Item Name to the report.  Group by Record Set Name.

If a user has created 3 duplicate records in the System, there will be 1 Duplicate Record Set and 3 Duplicate Record Items linked to the Set.

The below report shows the Duplicate Record Sets and the related Duplicate Record Items.

new_report_sfdcfanboy.png

 

If you open the Duplicate Record Set, it shows the actual duplicate records too as highlighted below.

duplicate_record_set_items_sfdcfanboy

 


Read all other tips of the blog series here – A Tip A Day, daily dosage of learning!

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