Hi All!!
I was hoping to find help here as I am currently experiencing a very strange situation with the report about the duplicates.
We have all the standard matching and duplicate rules active in our company. Additionally, I have createad and activated 2 rules:
1. Personaccount to Personaccount - Exact Match of First Name + Lastname OR Mobile number OR E-Mail
2. Personaccount to Personaccount - Fuzzy Match of First Name + Lastname
The rules seem to work just fine, in the records themselves I always get a notification, if any potential duplicates have been detected.
It starts to be strange, when I try to create a custom report about the duplicates.
(B is Duplicate Record Items)
Once I run the actual report, only two rules appear (Personaccount to Personaccount - Exact Match & Standard Account Duplicate Rule). Others, although the fuzzy rule should get also many potential duplicates does not appear on the list at all. But what is even more strange, that in the list of potential duplicates listed under the rule "Personaccount to Personaccount - Exact Match" there are also fuzzy duplicates listed... To all of this many exact duplicates also completely missing on the list. Does anyone have similar experience and found the solution maybe?
Thank you all very much for your time in advance!!!
Best regards,
Katarina
Tom Bassett (Vera Solutions) Forum Ambassador
Hello,
I think a reason for this could be that the rules were activated or adjusted after the bulk of records were already created.
If this is the case and you have high enough Edition you could run a Duplicate Job to run the matching against all existing records, this inturn should create the duplicate items and then start to show up in the report.
https://help.salesforce.com/s/articleView?id=sf.duplicate_jobs_run_and_manage.htm&type=5
Thanks Tom