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Salesforce, Apex

Managing Matching/Duplicates Rules


How to detect the duplicate records using Duplicate Management:

Step 1: MATCHING RULES:

Setup--> Data.com 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: DUPLICATE RULES:

Setup--> Data.com Administration
-->Duplicate Management
-->Duplicate Rules (Click)
-->New Rule
-->Select the object 
--> Rule Name: "Unique Name" (of whatever it suites your needs)
-->Record-Level Security: Enforce sharing rules
-->Action on Create/Edit: Block
-->Compare Merchants With: <select your object>
-->Matching Rule: select the matching rules you have created in the STEP 1
-->Save/Activate

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