topic Re: How to count how many records we deduped? in DemandTools

How to count how many records we deduped?

skestenbaum — Fri, 17 Mar 2023 15:11:52 GMT

HI All,

I am a Salesforce Admin at a non profit. We use Demand Tools mainly to dedupe and merge accounts and contacts. Is there a way to see how many contacts we merged in a specific period? I can estimate how many records I reviewed (I download those data reports) but this would show the potential dupes. I need to see how many we actually merged.

Thanky you!

Re: How to count how many records we deduped?

CRMSarah — Fri, 17 Mar 2023 17:59:18 GMT

I usually write a Salesforce report for this using the Object History report type. I have one for 'Accounts Merged This Week' and 'Contacts Merged This Week'.

Happy to provide more details if that's a route you're interested in taking.

Re: How to count how many records we deduped?

skestenbaum — Fri, 17 Mar 2023 18:45:32 GMT

Thank you so much! Yes, I'd love more details on how you create these reports.

Re: How to count how many records we deduped?

CRMSarah — Fri, 17 Mar 2023 18:49:15 GMT

Sure, so here's a screenshot of my Account one (Contact will be set up similarily). I believe you have to have Field Tracking on in order to have the 'Account History' Report Type, and I'm hoping you won't run into any limitations being a non-profit. Please don't hesitate to reach out if you need further clarification on any of it.

Re: How to count how many records we deduped?

skestenbaum — Fri, 17 Mar 2023 18:52:32 GMT

Yes this worked! thank you so much!

Re: How to count how many records we deduped?

CRMSarah — Fri, 17 Mar 2023 18:53:33 GMT

Nice work! Please mark my answer as the solution so others might benefit from it, too!

Thanks, have a great weekend!

Re: How to count how many records we deduped?

skestenbaum — Fri, 17 Mar 2023 18:55:04 GMT

THanks, I just did.

Have a great weekend!