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Identifying existing duplicate records

Key Takeaway

To find duplicate records that already exist in the org, run a duplicate job.

A duplicate rule alerts a user to a possible duplicate when they create a record. A duplicate job works differently: it lets an admin scan the whole org for duplicate records that already exist. The job uses a matching rule to compare records and puts the matches it finds into duplicate record sets. Users can then review, merge, and report on those duplicate record sets.

What a duplicate job scans

A duplicate job uses a standard or custom matching rule to scan one of these kinds of records across the org:

  • business accounts
  • person accounts
  • contacts
  • leads

You can also run duplicate jobs on custom objects, but you can't compare and merge the duplicate records they find.

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