03-17-2023 08:11 AM
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!
Solved! Go to Solution.
03-17-2023 10:59 AM
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.
03-17-2023 11:49 AM
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.
03-17-2023 10:59 AM
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.
03-17-2023 11:45 AM
Thank you so much! Yes, I'd love more details on how you create these reports.
03-17-2023 11:49 AM
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.
03-17-2023 11:52 AM
Yes this worked! thank you so much!
03-17-2023 11:53 AM
Nice work! Please mark my answer as the solution so others might benefit from it, too!
Thanks, have a great weekend!
03-17-2023 11:55 AM
THanks, I just did.
Have a great weekend!
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