Another Salesforce blog!!!

Salesforce, Apex


Managing Duplicates Records with Duplicate Rules

Prevent duplicate names and provide custom error messages using duplicate rules Step 1: Creating MATCHING RULES: Setup–> Administration –>Duplicate Management –>Matching Rules (Click) –>New –>Select the object –> Rule Name: “Unique Name matching rule” (of whatever it suites your needs) –> Field: Name –> Matching Method: Exact –>Save/Activate Step 2: Creating DUPLICATE RULES: […]