Good clean data builds the trust of your sales team. It also helps
you work toward complying with various data protection and privacy regulations. So you’ve got
everything to gain by getting a global view of duplicate records. Use duplicate jobs with
standard or custom matching rules to scan your Salesforce business or person accounts, contacts,
or leads for duplicates. Share job results with others and merge the duplicates—all within
Salesforce. Use information about duplicate jobs you’ve run to track your progress in reducing
This feature is new in Lightning Experience.
|Available in: Performance and Unlimited Editions
|To run duplicate jobs:
From Setup, in the Quick Find box, enter Duplicate Jobs, and then
click Duplicate Jobs.
Click New Job.
Select an object and then a matching rule. Use an existing rule or create one. If you like,
edit the default job name. Click Run.
You can cancel the job in progress.
When a job is finished, we notify you by email.
To view and manage job results, click a duplicate job name and then a duplicate record set
name. Click the Related tab.
To share the results of duplicate jobs, create reports.
To merge records in a set, on the job summary page, select Compare and Merge.