Managing Duplicates Records with Duplicate Rules

August 8, 2016 nisarkhan SALESFORCE - DUPLICATION, 0

Prevent duplicate names and provide custom error messages using duplicate rules

https://www.youtube.com/watch?v=uPT4wWOl9vs

Step 1: Creating 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: Creating 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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