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.