Friday
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.
Friday
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.
Friday
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.
Friday
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.
Friday
Thank you so much! Yes, I'd love more details on how you create these reports.
Friday
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.
Friday
Yes this worked! thank you so much!
Friday
Nice work! Please mark my answer as the solution so others might benefit from it, too!
Thanks, have a great weekend!
Friday
THanks, I just did.
Have a great weekend!
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