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What does potential duplicate mean?
adj. a possible but not yet actual. b prenominal capable of being or becoming but not yet in existence; latent. 2 (Grammar) (of a verb or form of a verb) expressing possibility, as English may and might. 3 an archaic word for → potent 1.
How do you find potential duplicates in Salesforce?
In Setup, use the Quick Find box to find Lightning App Builder. On accounts, contacts, or leads, add the Potential Duplicates component. Select how you want to alert sales reps to duplicates. You can’t add the Potential Duplicates component to custom objects.
How do I avoid duplicates in a Salesforce report?
Bypass sharing rules if needed – if you want to match on all records, change Record-Level Security to Bypass sharing rules. Choose what happens on Create and Edit. If you want to prevent duplicates, choose Block. Otherwise, choose if you want to Alert the user or Report the duplicate.
How are duplicate rules and duplicate rules work?
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates.
Can a Salesforce Rep create a duplicate record?
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. If you established your instance of Salesforce for Winter ’15 or earlier, like Maria, you activate the standard rules you want to use.
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.
How to resolve and prevent duplicate data unit?
Rules Deep-Dive. 1 Street Name (Edit Distance, 50% of field’s match score) 2 Street Number (Exact, 20% of field’s match score) 3 Street Suffix (Exact, 15% of field’s match score) 4 Suite Number (Exact, 15% of field’s match score) Duplicate Management compares these two addresses. Only the street number and street name match. The