Manage Duplicates Using Duplicate Record Sets

A duplicate record set is a list of items identified as duplicates. It’s created when a duplicate rule or job runs. Let your Lightning Experience users merge duplicates by granting them access to duplicate record sets.
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To view duplicate record sets and items: View on accounts, contacts, or leads
To merge duplicate record items: Edit and Delete on accounts, contacts, or leads

You can grant access to duplicate record sets and duplicate record items to users with a Lightning Sales Cloud, Lightning Service Cloud, or Lightning CRM license.

Duplicate record sets containing the results of duplicate jobs don’t include a link to the job by default. To include the link, use Lightning App Builder to add the Parent field to your duplicate record set layout.

  • View duplicate record sets.
    • In Lightning Experience, open App Launcher and find Duplicate Record Sets.
    • In Salesforce Classic, click the Duplicate Record Sets tab.
  • To manage duplicates that aren’t surfaced by a duplicate rule, create a duplicate record set.
    • On a duplicate record set list view, click New.
    • Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).
    • In Lightning Experience, in the Related tab, click New. In Salesforce Classic, on the duplicate record set detail page, click New Duplicate Record Item.
  • In Lightning Experience only, merge duplicates in a set by selecting the Compare and Merge action.A duplicate record set in Lightning Experience, with Compare and Merge option
    To let users merge duplicates in sets, give them access to duplicate record sets in Lightning Experience.