Salesforce Duplicate Record Flagger

WHAT IT DOES

Salesforce Duplicate Record Flagger scans your Salesforce list views, report pages, and record detail pages to identify potential duplicate records based on configurable matching criteria. It compares records by name, email, phone, company, and address, and highlights duplicate groups with a visual flag or badge. Each duplicate group shows which fields matched (e.g., "Name + Email matched"), making it easy to understand why records were flagged. A summary panel shows the number of duplicate groups found, the total number of records affected, and the most common duplicate fields. You can configure match sensitivity—Exact Match requires identical field values, while Partial Match finds records that contain similar text (e.g., "John Smith" matches "J. Smith"). This helps you identify and clean up duplicate data in your Salesforce org.

WHERE IT RUNS

This script runs on Salesforce pages (*.salesforce.com/*) including list views, report pages, and record detail pages. It operates entirely within your browser tab, reading the page's DOM to locate record rows, extract field values, and compare records. The script cannot access other tabs, your browsing history, bookmarks, downloads, or any data outside the current page. All settings—including match fields, match sensitivity, highlight color, badge visibility, and auto-analyze preference—are stored locally using GM_setValue and never transmitted anywhere.

HOW TO USE

After installing with the BotGentz extension, the script automatically analyzes records on Salesforce pages you view (if auto-analyze is enabled). The panel shows a summary of duplicate groups found, affected records, and common match fields. Each duplicate record is highlighted with a colored left border and a badge showing the duplicate group number. Hover over any flagged record to see which fields matched. Click "Find Duplicates" to manually trigger analysis. Configure match fields by selecting Name, Email, Phone, Company, and/or Address. Choose match sensitivity—Exact for identical values, Partial for fuzzy matching. Customize the highlight color and toggle duplicate badges on or off. Click "Copy Duplicate Report" to export a summary to your clipboard.

THE REAL MECHANISM

The script detects Salesforce record rows using multiple selectors (tr[data-recordid], .listViewRow, .dataRow, .slds-table tr) to handle different Salesforce UI versions and page types. For each record, it extracts field values by scanning cells for labels or data-field attributes, looking for common field patterns (Name, Email, Phone, Company, Address). The duplicate detection algorithm compares each record against every other record using the configured match fields and sensitivity. For exact matching, normalized strings are compared directly. For partial matching, the script checks if one normalized value contains the other (e.g., "johnsmith" contains "jsmith"). A record pair is considered a duplicate if at least two fields match. Duplicate groups are formed by clustering records that share matches, with each group containing all records that are connected through matching fields. The highlighting applies a left border color and badge to each record in a duplicate group, and tooltips show the matched fields. All DOM manipulation uses safe methods with no innerHTML from untrusted content.

THE PANEL

The Duplicate Flagger panel is a BGPanel component that you can drag anywhere on your screen by its header. It snaps to the nearest edge when released, keeping your workspace organized. The panel collapses to a small bubble showing only the emoji icon when minimised—click to expand it again. You can resize the panel horizontally to see more of the summary and settings. Press the Escape key to collapse the panel instantly. Your panel position and size are saved per-site.

PLEASE NOTE

This script requires the free BotGentz browser extension to function. Salesforce frequently updates its UI, which may change class names, data-testid attributes, and DOM structure—the script may require updates to maintain compatibility. The duplicate detection is based on the visible records on the current page; if your list view spans multiple pages, only the current page's records are analyzed. The partial matching uses string containment and may produce false positives if very short or common strings are used. The script never reads or writes password fields, hidden inputs, or file inputs. It stores only your match fields, match sensitivity, highlight color, badge visibility, and auto-analyze preference locally. No record data, Salesforce information, or personal information is ever collected, transmitted, or shared.