I have setup a "Duplicate Accounts" report following the Salesforce documentation provided but I then realized this is based on a rule that matches on Billing Address. What I need is a duplicate accounts report based on Shipping Address (physical location).

I have setup a new matching and duplicate rule, but I'm not sure how to adjust my report or custom report type to filter the results to matches only from my new rule.

1 Answer 1


I believe that you want to Edit Layout for your Custom Report Type and use the Add Fields related via Lookup. You're going to want Duplicate Record Set > Duplicate Rule > Rule Name.

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