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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce’s duplicate rules for accounts don’t create reportable fields in the report builder, unlike contact duplicate rules which generate DuplicateRecordItem objects. This leaves you unable to create standard reports showing duplicate accounts flagged by your duplicate rules.
Here’s how to work around this limitation and create comprehensive duplicate account reports using your spreadsheet application.
Build duplicate account reports using Coefficient
CoefficientSalesforceSalesforceSincecan import all your account data directly into spreadsheets, you can create custom duplicate detection logic that goes beyond whatornative reporting offers. This approach bypasses the reporting limitations entirely while providing more flexible duplicate detection criteria.
How to make it work
Step 1. Import your account data from Salesforce.
Use Coefficient’s “From Objects & Fields” option to pull all Account records. Include fields that your duplicate rules evaluate like Company Name, Website, Phone, and Billing Address. This gives you the complete dataset that Salesforce’s report builder can’t access for duplicate analysis.
Step 2. Create duplicate detection formulas.
In your spreadsheet, use COUNTIFS formulas to identify potential duplicates. For example: =COUNTIFS($B:$B,B2,$C:$C,C2)>1 where column B contains Company Name and column C contains Website. This formula returns TRUE when it finds multiple accounts with the same name and website combination.
Step 3. Set up advanced matching logic.
Go beyond basic matching by using functions like TRIM, UPPER, and SUBSTITUTE to catch variations in company names. You can create fuzzy matching techniques that identify “ABC Corp” and “ABC Corporation” as potential duplicates, something Salesforce’s duplicate rules might miss.
Step 4. Automate your duplicate monitoring.
Schedule your import to refresh hourly or daily so your duplicate analysis updates automatically as new accounts are added to Salesforce. Set up conditional formatting to highlight duplicate rows visually, making them easy to spot at a glance.
Start building better duplicate reports today
Try CoefficientThis spreadsheet-based approach gives you the duplicate account reporting that Salesforce’s native tools can’t provide. You get real-time data, flexible matching criteria, and automated monitoring all in one solution.to start building comprehensive duplicate account reports today.
