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Customize fields in Lightning Experience Duplicate Management page layouts

Julkaisupäivä: Jun 17, 2026
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Salesforce Duplicate Management is a feature that detects and alerts users when they attempt to create or edit a record that may be a duplicate of an existing record. When a duplicate is detected, Salesforce displays a Duplicate Alert banner that shows a list of potential duplicate records.

The fields shown on the Duplicate Alert and in the "View Duplicates" window can be customized using the Search Layouts configuration in Setup. This applies both to Salesforce Classic and Lightning Experience.
This article explains how to add or remove fields displayed in the Duplicate Alert and View Duplicates window for an object, such as Accounts.

Ratkaisu

How to Customize Duplicate Alert Fields

To customize which fields appear in the View Duplicates / Duplicate Alert window for an object (for example, Accounts):

In Lightning Experience

  1. Go to Setup | Object Manager
  2. Select the object (for example, Accounts)
  3. Click Search Layouts
  4. Click the dropdown arrow next to Default Layout and select Edit
  5. Add or remove fields from the layout and arrange them in the desired order
  6. Click Save

In Salesforce Classic

  1. Go to Setup and click Customize
  2. Select Accounts | click Search Layouts
  3. Click Edit on Search Results
  4. Add or remove fields and arrange them in the desired order
  5. Click Save

Note: Changes to Search Layouts affect the fields displayed in the Duplicate Alert window as well as in standard search results for that object.

Knowledge-artikkelin numero

000383798

 
Ladataan
Salesforce Help | Article