Duplicate Rule

Icon Description automatically generated. Duplicate Rule.

What Is Duplicate Rule. Paste. A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record . Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules..

Duplicate Rule. Why Duplicate Rule? How to use Duplicate Rule ?.

Why Duplicate Rule ?. Wood human figure. To Identify Duplicate Records while creating or editing records

How To Use Duplicate Rule?. Create Matching Rule Create Duplicate Rule.

Matching Rule. Table Description automatically generated.

Matching Rule. Click On New Button. Select Object.

Duplicate Rule. Table Description automatically generated.

Duplicate Rule. Click On New Button. Select Object.

Things to Know About Duplicate Rules. Number of Duplicate and Matching Rules : You can use up to five active duplicate rules per object. You can add up to three matching rules in each duplicate rule, with one active matching rule per object. When you use multiple duplicate rules, you can include up to five active matching rules per object. Impact of User Access on Rules : If a user who updates a record doesn’t have access to one or more fields referenced in a matching rule, then the duplicate rule doesn’t work as expected. For example, suppose that standard users don’t have access to the account name field. Then an admin creates a matching rule that depends on the field. If an admin updates a record, the duplicate rule runs as expected. But when a standard user updates the same record, the rule doesn’t identify duplicates..

Things to Know About Duplicate Rules. Conditions Under Which Duplicate Rule Settings Are Overridden In the following situations, no alert is shown and users can’t save records. Records are added using the data import tools. A person account is converted to a business account, and the newly created business account matches an existing business account. Records are added or edited using Salesforce APIs. Timing of Saves Suppose that multiple records are saved simultaneously and your duplicate rule is set to block or alert sales reps. The records aren’t compared with each other. They’re compared only with records already in Salesforce..