Day 10 | Salesforce Bootcamp 2023 | Report on Duplicate Records | Dashboard | Share & Export Report

Introduction

This tutorial guides you through reporting on duplicate records in Salesforce, creating dashboards, and sharing or exporting reports. Following this step-by-step guide will enhance your skills in managing data integrity within the Salesforce ecosystem, a crucial aspect for anyone pursuing a career in Salesforce administration or development.

Step 1: Accessing Duplicate Records Report

1. Log in to Salesforce

   • Open your Salesforce account.

2. Navigate to Reports

   • Click on the "Reports" tab in the main navigation menu.

3. Create a New Report

   • Click on the "New Report" button.
   • Choose the report type relevant to your needs, such as “Accounts” or “Contacts.”

4. Select Duplicate Records

   • Use the report filters to focus on duplicate records.
   • Set criteria based on fields that may contain duplicates (like email addresses or phone numbers).

5. Run the Report

   • Click on the "Run" button to generate the report of duplicate records.

Step 2: Creating a Dashboard

1. Navigate to Dashboards

   • Click on the "Dashboards" tab from the main navigation menu.

2. Create a New Dashboard

   • Click on the "New Dashboard" button.

3. Configure Dashboard Settings

   • Name your dashboard appropriately (e.g., "Duplicate Records Overview").
   • Optionally, add a description.

4. Add Components

   • Click on the "Add Component" button.
   • Select the report you created in Step 1.
   • Choose the type of component (e.g., chart, table) that best displays the data.

5. Customize the Dashboard

   • Adjust the size and position of your components as needed.
   • Save your dashboard.

Step 3: Sharing the Report

1. Open the Report

   • Go back to the "Reports" tab and select the duplicate records report.

2. Share the Report

   • Click on the "Share" button.
   • Choose the users or groups you want to share the report with.
   • Set the desired access level (Viewer, Editor).

3. Send Notifications

   • Optionally, send email notifications to the selected users about the shared report.

Step 4: Exporting the Report

1. Open the Report

   • Navigate back to your duplicate records report.

2. Export Options

   • Click on the "Export" button.
   • Choose the format you want to export to (e.g., Excel, CSV).

3. Download the Report

   • Follow the prompts to download the report file to your computer.

Conclusion

In this tutorial, you learned how to create a report on duplicate records, develop a dashboard, and share and export reports in Salesforce. Mastering these skills is essential for managing data effectively in Salesforce. Next steps could include practicing these tasks in a Salesforce Sandbox environment or exploring more advanced reporting features.