)
Written by
Table of Contents
“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.”
Custom report types can help surface duplicate account data, but they’re limited by the same underlying issue that affects standard reports. Account duplicate rules don’t consistently populate the DuplicateRecordSet and DuplicateRecordItem objects that make comprehensive reporting possible.
While you can create custom report types for duplicate accounts, you’ll likely need to supplement this approach to get complete results.
Create custom report types with realistic expectations
SalesforceSalesforceYou can build a custom report type that attempts to surface duplicate account data, but understand thatoraccount duplicate rules don’t reliably create the records needed for comprehensive reporting. This approach often yields incomplete results compared to contact duplicate reporting.
How to make it work
Step 1. Create the custom report type.
Navigate to Setup > Custom Report Types and create a new report type with Account as the primary object. Add DuplicateRecordSet as a related object if it’s available in your org. This establishes the foundation for duplicate account reporting.
Step 2. Include relevant duplicate fields.
Add fields like DuplicateRecordSet.Name and related DuplicateRecordItem fields to your custom report type. These fields should capture the duplicate information that Salesforce’s duplicate rules generate, though the data may be incomplete for accounts.
Step 3. Supplement with spreadsheet analysis.
CoefficientWhen your custom report type returns limited data, useto import your complete account dataset. Apply duplicate detection logic using spreadsheet functions like VLOOKUP and COUNTIFS to identify duplicates that Salesforce’s native reporting missed. This combination gives you both the official duplicate flags and comprehensive analysis.
Step 4. Create comprehensive duplicate identification.
Cross-reference your custom report type results with your spreadsheet analysis. Use formulas to flag accounts that should appear in duplicate sets but don’t, giving you a complete picture of your duplicate account situation.
Get the complete duplicate picture
Start buildingCustom report types provide a starting point for duplicate account reporting, but they rarely tell the whole story. Combining native Salesforce reporting with spreadsheet-based analysis gives you the comprehensive duplicate detection you need.more complete duplicate account reports today.
