Go to Report Types.
Screenshot of Salesforce navigation showing Report Types
2. Select ‘New Custom Report’.
Screenshot of list phone number in cambodia Custom Report Types
3. Select ‘Leads’ as the Primary Object (A) and add a label, name, and description for your report.
4. Select ‘Deployed’ to ensure the report can be used in the report wizard.
Screenshot of Custom Report Type deployed
5. Next, define the report’s record set by selecting that each Lead has to have at least one related record from Duplicate Record Items (B)
Screenshot of define report settings
6. Click Save and your report is now ready to be used.
You can now create the Duplicate Leads report. This will provide a list of all leads in the Salesforce database, with the total number displayed at the bottom of the report. Next we:
7. Select which columns/filters you want to apply to the report - full name, email and created date would be helpful columns here.
8. Click the dropdown in the ‘Email address’ column.
9. Select ‘Show Unique Count’.
Screenshot of example Salesforce Duplicate Leads Report
Now we can see the unique number of leads shown at the bottom of the email column.
From this, we know exactly how many duplicate records exist in Salesforce. The next task is to resolve them so each lead has only one record.