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How do you enforce and bypass sharing rules in duplicate rule?
Specify how your organization’s sharing rules determine which records the matching rule compares. Enforce sharing rules: The matching rule compares only records that the user has access to, and the resulting list of possible duplicates includes only records the user has access to.
What are duplicate rules?
Duplicate rules are the rules which define what needs to be done when a duplicate record is found. Records can be either Blocked from creation or Allowed to save as a new record as per the rules defined.
Can we use formula field in matching rule Salesforce?
Mostly because the sales reps will easily forget if they have registered the leads and whether they use 5 or 9 digits for the Call ID. We can easily get the last 5 digits by using the RIGHT() function. However, the matching rule does not allow us to use a formula field as a criterion.
How do I create a duplicate detection rule?
To create a new duplicate detection rule, choose New. Type a name and description. To edit an unpublished existing duplicate detection rule, choose the duplicate detection rule. To edit a published duplicate detection rule, select the rule. On the Actions menu, choose Unpublish, and then choose the rule.
How is flow used to avoid duplicate records?
It helps you to reduce your code and can easily rebuild for other objects with different field logic with simple clicks. Lets jump into the solution, we will use flow to check duplicate record logic and use apex trigger to initiate the Flow whenever a record is created or updated.
When to call flow to check for duplicates?
Whenever a new record is inserted or updated, the trigger will call the flow which will perform the duplicate check and store it in the variable, if the variable is not null then it will throw the error message for that particular record.
How do I make a copy of my flow?
Go to your My flows page. Click on the More (…) menu item next to the flow that you want to create a copy of. Click on the Save As command. You’ll have the option to provide a new name for the flow if you’d like.