Contents
- 1 What action can we take on potential duplicate record using Salesforce duplicate rules?
- 2 What happens if the record chosen as master is below another selected duplicate in the hierarchy?
- 3 What are the duplicate rules in Salesforce standard matching?
- 4 How does Maria block the creation of duplicates?
What action can we take on potential duplicate record using Salesforce duplicate rules?
Duplicate Rules will use those Matching Rules to control ‘when’ and ‘where’ to find duplicates. For example, “Use Account Name, Fuzzy Match to find duplicates on the Account object upon creation” or “Use Email, Exact Match, to find duplicates on Leads and Contacts, upon create and edit.”
What happens if the record chosen as master is below another selected duplicate in the hierarchy?
If the record chosen as primary is below another selected duplicate in a hierarchy, you can’t finish merging. Choose a different primary record or edit the Parent Account or Reports To value on one of the records.
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.
How to prevent sales reps from creating duplicate accounts?
By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts.
What are the duplicate rules in Salesforce standard matching?
Duplicate rules, the action that is taken when a user starts to create a potential duplicate. Salesforce standard matching detects potential duplicate records based on exact matches, such as two contacts with the same name.
How does Maria block the creation of duplicates?
Maria gives the duplicate rule a name and description. She blocks the creation of duplicates. She also blocks her teams from editing contacts that result in duplicates. She compares the new or updated contact with contacts already in Salesforce using the custom matching rule she created earlier. Then, she adds her duplicate rule.