Check for duplicates
Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule exists for the record type.
- Start duplicate detection.
- The name of the duplicate-detection job.
- When you want the duplicate-detection job to start. You also can specify to run the job on a regular schedule.
- Whether you want notification sent to you and to other users when the background duplicate-detection job completes.
- Click Next, and then click Submit.
The duplicate detection job processes in the background. If you requested notification, you will receive an e-mail notification when the job completes, with a link to the page where you can resolve duplicates.
- To view the potential duplicates, after the duplicate-detection job completes, in Workplace, under My Work, click Duplicate Detection.
- Open your duplicate-detection job.
- Under Related, click View Duplicates.
The top list displays all records that have potential duplicates. When you select a record in the top list, the bottom list shows all the potential duplicates for that record. For more information about resolving duplicate records, see Resolve potential duplicate records.
- Your system administrator or system customizer determines the criteria for identifying a record as a potential duplicate. More information: Requesting User Interface Changes
- To refresh the list of duplicate records, you must run a new duplicate-detection job:
- After a record has been merged or deactivated, the record is still displayed on the bottom list.
- You can use the Modified On column to determine whether a record was modified after the duplicate-detection job was run.
- After a record has been deleted, merged or deactivated, the record is still displayed on the top list.