Merging duplicates using Duplicate Record Sets in Salesforce is an effective way to streamline data management and ensure data accuracy within your Salesforce organization. Here’s a step-by-step guide to help you merge duplicates using Duplicate Record Sets.
- Access the Duplicate Record Sets Tab: Log in to Salesforce and navigate to the Duplicate Record Sets tab.
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2. Create a New Duplicate Record Set: Click on the “New” button to create a new Duplicate Record Set.
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3. Define Duplicate Record Set Details: Provide the duplicate rule name and save the record.
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4. Create Duplicate Record Items: Create Duplicate Record Items against the Duplicate Record Set using the New button and select the accounts that need to be merged.
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5. Merge Selected Duplicates Refresh the page and then Initiate the merge process for the selected duplicate records using the Compare and Merge button and then click the ‘Next’ button.
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6. Confirm Merge Operation: Confirm the fields and merge details and finalize the merge operation to consolidate the selected duplicate records into a single, clean record. Select master record and field data from any of the records(either from master or child) that’s going to be merged and Click Next.
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7. Finalize Merge Operation: Once selected all the data for the master record click ‘Merge’ button to merge both the account into a single master record.
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By following these steps, you can effectively manage and merge duplicate records using the Duplicate Record Sets tab in Salesforce, ensuring data accuracy and maintaining a clean data environment. If you have any further questions or need additional assistance, please don’t hesitate to reach out.