How do I allow duplicate records in Salesforce?
On a duplicate record set list view, click New. Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field). In Lightning Experience, in the Related tab, click New. In Salesforce Classic, on the duplicate record set detail page, click New Duplicate Record Item.
What are duplicate record sets in Salesforce?
A duplicate record set is a list of items identified as duplicates. It’s created when a duplicate rule or job runs. Let your Lightning Experience users merge duplicates by granting them access to duplicate record sets.
How do I bypass duplicates in Salesforce Test class?
For a duplicate rule, when the Alert option is enabled, bypass alerts and save duplicate records by setting this property to true . Prevent duplicate records from being saved by setting this property to false .
How do you create a duplicate record set?
Where do I find duplicate records in Salesforce?
Click on View Duplicates to view the duplicate records. Duplicate Record Sets :When a user creates a duplicate record it is saved as an item in Duplicate Record Set.These sets contain duplicate records for various objects.
How to merge duplicate records in Salesforce lightning experience?
Open the Duplicate Record Set and click on Compare and Merge. 2. Select the records that you want to merge. 3. Select the record which you want as the master record and click on next. 4. Finish by clicking on Merge. Now all the duplicate records are merged into a single record.The Compare and Merge option is only available in Lightning Experience.
How to prevent duplicate data in Salesforce-better partners?
If you don’t want ANY duplicates regardless of what the user can actually see, bypass sharing rules. Next you can set the actions when a duplicate is found. In this example, we’re allowing a duplicate to be created but only after we Alert and Report on the this possible duplicate.
How to prevent sales teams from creating duplicate records?
As the admin, you choose whether to block your sales teams from creating duplicate records. Let’s say you let reps create duplicate records. You can create report types that show potential duplicate records created after your reps bypass warnings. We talk about these reports more a bit later. We provide standard matching rules for you.