🧩 How to Identify Duplicate Accounts (Dupes)

1. Search Before Creating or Updating

In Salesforce, search by the client’s first and last name, then hit Enter to verify the results.

If you see no results, or too many results with varying data that don’t match your search criteria, try searching by phone number, then hit Enter again to verify.

Always take a moment to review before creating a new record — this helps prevent duplicate accounts. If you cannot locate any lead or account records for the client, here’s How to Create an Account in Salesforce

2. Check the Account Record

If you find potential duplicates, open each to confirm and vet for COC (Code of Conduct):

• Matching client names and/or phone numbers and/or similar emails
  • (Emails are the unique identifier that creates new accounts. Emails will never be the same. Similar emails might look like: solarRus@email.com vs. Solarsolutions@yahoo.com)
• Shared phone numbers, addresses, or company names
• Overlapping activity history

3. Confirm with the Client

If multiple accounts appear related, confirm verbally with the client that they are, in fact, the same person.