How can I create custom reports on Duplicate

Learn how to create a custom Salesforce report on Delpha duplicate records using the DDQ_DuplicateRecord object. Includes filters, fields, and setup guide.

How to Create a Custom Report on Duplicate Records in Delpha

If you're managing duplicate detection with Delpha, you may want to build detailed reports to analyze duplicate pairs by score, status, or specific field values. This guide walks you through creating a custom Salesforce Report Type using the DDQ Duplicate Record object.

Step 1: Create the Custom Report Type

• Primary Object: DDQ Duplicate Records (delpha__DDQ_DuplicateRecord__c)

• Display Label: DC_DuplicateRecord

• Description: Delpha – created for reporting on Duplicate Records

• Store in Category: Other Reports

• Availability: Deployed

Once saved:

• Click Edit Layout

• Click the + Lookup Fields button to add lookup fields to your report type

Step 2: Add Lookup Fields

Select the fields relevant to your deduplication use case. You can add fields from:

• Account / Person Account:

  • Account (delpha__Account__c)

  • Matched Account (delpha__Matched_Account__c)

• Contact:

  • Contact (delpha__Contact__c)

  • Matched Contact (delpha__Matched_Contact__c)

• Lead:

  • Lead (delpha__Lead__c)

  • Matched Lead (delpha__Matched_Lead__c)

• Lead vs Contact:

  • Lead (delpha__Lead__c)

  • Matched Contact (delpha__Matched_Contact__c)

• Case:

  • Case (delpha__Case__c)

  • Matched Case (delpha__Matched_Case__c)

Create and Customize Your Report

1. Go to the Reports tab

2. Click New Report

3. In the report type search, select DC_DuplicateRecord

4. Click Start Report

Customize Your Report

Filters (Examples):

• Filter by object: DDQ Duplicate Record Name = Account

• Filter by geography: Account:BillingCountry = France Matched Account:BillingCountry = France

• Filter by timeframe: Created Date = Last 30 days

• Filter by status: Status = Potential

Columns to Include:

• Score

• Status

• Comment

• Processed

• Account: Name and Matched Account: Name

• Account: Website and Matched Account: Website

Use side-by-side fields to compare records and quickly spot discrepancies.

Summary

You now have a dynamic report to monitor duplicates, spot trends, and track how your deduplication strategy is performing. It’s a powerful way to make Delpha’s detection more transparent to your team.

You can add any field from the Record and Matched Record, even if they are not used in the duplicate setting