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What to do if "SOC" or "CI Person ID" is assigned before creating duplicate rules

In Salesforce, you can create a report that lists duplicate records by setting the duplicate rule with SOC or the CI person ID as a key. However, records with SOC or CI person IDs prior to creating duplicate rules cannot be displayed in this report.

This section shows you how to efficiently find duplicate records that are not displayed in the duplicate report.

Preparation

Complete the steps for setting matching rules and duplicate rules in the Salesforce duplicate record extraction procedures.

 

Report Creation Steps

  1. Click on "New Report".


  2. The Choose Report Type screen is displayed. Select the object for which you want to check duplicate records.
    In the example image, "Account" is selected, but "Contact" and "Lead" can also be selected.


  3. The report definition screen is displayed. Under "Outline", add "SOC(system)" in "Groups".




    *In the example image, only "SOC(system)" is added because Account is selected for the report type. If you select Contact or Lead in step 2, add "SOC(system)" and "CI Person ID(system)".

  4. In "Search conditions" set the following condition.




    Display Settings
    Display Select "All accounts" or the relevant choice for Contacts or Leads.
    Date Date Select "Created Date", "Last Modified Date", or "Last Activity".
    Range Select "Always".
    SOC(system)  Operator Select "not equal to".
    Input field No input required
  5. Click "Save & Run" at the top right.

       

 

Duplicate Record Extraction

  1. Click ▼ in the “SOC(system)” header of the report screen to sort the list in descending order, sort by "Record Count".

  2. Click the Account name to perform the merge so that duplicate records will be displayed first.
    Refer to the Salesforce duplicate record extraction procedure for details on how to merge duplicate records.

 

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