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What are Duplicate rules in Salesforce?
What are Duplicate rules in Salesforce?
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4 Replies
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Hello Shradha
In Salesforce, duplicate rule defines what happens when a user views a duplicate record or starts creating a duplicate record.
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Hi Shradha,
Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
Thanks.
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Hi Shradha,
When Salesforce engages matching rules and determines actions to take as it encounters duplicates.Depending on how you configure Duplicate Management, sales reps see an alert that they’re about to create a duplicate. Or your reps are blocked from creating the duplicate altogether.
If your company started using Salesforce in Spring ’15 or later, we give you standard duplicate rules for business accounts, contacts, leads, and person accounts. If your company started using Salesforce in Winter ’15 or earlier, like Maria, you create the rules on your own, which is easy.
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.
You manage matching rules and duplicate rules from Setup.
Thanks.
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Hi,
To get basics -
In other words, it's a rule you set up that tells the backend of your salesforce environment what to do when you are trying to create a record that already exists. For each duplicate rule you will need to have at least one matching rule to identify which of your existing records are potential duplicates
Hope this helps.
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