How to remove duplicate records in CRM

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Posted on by windyMill

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Hi All,

In opportunity enity some records are duplicate. So how I can identify thoes records and delete it in bulk. Records were created from workflow.

In opportunity detect duplicate is enalbled but it is not working.

I looked in Data Mangement --> Detect duplicate rule it didnt worked.

I also in data management --> Duplicate system jobs but in this I cant add more fields so that i can sure these are duplicate records.By default 5 opportunity records are showing.

Kindly Suggest .

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Inogic 24,102 on at

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How to remove duplicate records in CRM

Hi,

The OOB Duplicate Detection Rules only detect duplicates generated on UI and on platform level. So, when duplicate records are generated using the workflow, the duplicate detection rules are ineffective.
But no worries!
I will recommend using a deduplication solution, which can help you detect duplicates regardless of where they were generated from. One such solution is the DeDupeD App by Inogic, which can help you easily detect, prevent, and merge/clean up duplicate records, whether they are generated from the UI, platform level, or workflow.
With the DeDupeD app’s “Clean-up History Duplicate Records in Bulk” feature, users can run a comprehensive duplicate clean-up process that identifies and merges duplicate records in bulk.
Detecting and cleaning up the “N” number of duplicate opportunity records in bulk is made simple with DeDupeD.
Download your free 15-day trial from the Inogic website or Microsoft AppSource to get started!

Thanks!
a33ik 84,325 Most Valuable Professional on at

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RE: How to remove duplicate records in CRM

Can you please explain what issues do you experience with limited number of columns?
windyMill 435 on at

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RE: How to remove duplicate records in CRM

Thanks .

I run the duplicates jobs but it has limited number of coloumns
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a33ik 84,325 Most Valuable Professional on at

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RE: How to remove duplicate records in CRM

Hello,

Just FYI duplicate detection works in UI and on platform level if "cehck for dups" flag is set in request. When record is created using workflow - this flag is not set.

I would recommend to run duplicate detection job and deliver results to email. After that you will have to go through results and manually delete records.