To keep your data clean it’s important to detect any potential duplicates. In Salesforce it’s possible with Duplicate Rules and Matching Rules. If you have that set up you can then check if there are duplicate records, for example on Contact object, like on the picture below. How to add fields to the Potential Duplicate Records screen?
How to add fields to the Potential Duplicate Records screen?
To verify that two records are for sure duplicates, you can click on ‘View Duplicates’.
On the Potential Duplicate Records screen you have some information from Contact to compare on both records. That might not be enough or not what you need to make a decision about whether these records are duplicates or not.
Fortunately, you can add other fields from Contact to the merge screen to help you make a final decision. Here’s how you can do that.
From Contact record click the gear in the top right corner and choose ‘Edit Object’.
In Contact Setup look for Search Layouts.
Then click ‘Edit’ next to the Default Layout.
In the next screen choose fields from the ‘Available Fields’ window. The fields that you would like to see on the merge contacts screen. Add them to ‘Selected Fields’ using the arrow. Click ‘Save’.
Go to Contact record and verify that new fields appear on the Potential Duplicate Records screen.
Now you have all the information you need to clean your data! The system from the world’s largest CRM Service Provider gives many possibilities of adapting to your unique needs. Read our blog, where we regularly publish content related to Salesforce CRM.
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