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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.”
Duplicate Record Sets can be used for account reporting, but with important limitations. The DuplicateRecordSet object doesn’t consistently populate for account duplicates like it does for contacts, making this approach only partially effective for comprehensive duplicate analysis.
Here’s how to leverage what duplicate record sets provide while filling the gaps with supplemental analysis.
Combine duplicate record sets with comprehensive analysis using Coefficient
SalesforceSalesforceCoefficientWhileorduplicate record sets provide some account duplicate data,can supplement this by importing both the existing duplicate set data and all account records. This hybrid approach leverages Salesforce’s native detection while filling gaps with custom analysis.
How to make it work
Step 1. Create a duplicate record sets report.
Use the “Duplicate Record Sets” report type and filter by “Object Type = Account”. Add fields like DuplicateRecordSet.Name and related DuplicateRecordItem fields, then group by Account Name to see duplicate clusters that Salesforce has identified.
Step 2. Import both duplicate sets and all account data.
Use Coefficient to import your Duplicate Record Sets report results alongside a complete import of all account records. This gives you both Salesforce’s official duplicate detection and the raw data needed for comprehensive analysis.
Step 3. Cross-reference accounts missing from duplicate sets.
Compare accounts that should be in duplicate sets but aren’t by using VLOOKUP formulas to match account data against your duplicate record sets. This identifies gaps in Salesforce’s native duplicate detection.
Step 4. Apply custom matching criteria.
Create additional duplicate analysis using custom spreadsheet logic for accounts not caught by Salesforce’s duplicate rules. Use COUNTIFS formulas to identify duplicates based on combinations of name, website, phone, and address data.
Step 5. Create comprehensive duplicate scoring.
Combine Salesforce’s duplicate record set data with your custom analysis to create a comprehensive duplicate score for each account. This hybrid approach gives you both official duplicate flags and additional matches that Salesforce missed.
Build complete duplicate analysis today
Start buildingThis hybrid approach leverages existing duplicate record sets while filling gaps in Salesforce’s native duplicate detection reporting. You get both official duplicate data and comprehensive custom analysis in one solution.complete duplicate account reports today.
