The link which you have shared allows the user to bypass the duplicate matching rule defined in salesforce. In REST API, the method will be same. Sharing a code snippet here for enforcing the insertion of duplicate records and fetching the already existing duplicate records.
Full Answer
What is matching rule in Salesforce?
Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate. For example, if two contacts have the same email address they will be classified as a duplicate if the matching rule for email addresses is‘exact’ or ‘fuzzy’.
How to bypass duplicate matching rule in Salesforce with REST API?
The link which you have shared allows the user to bypass the duplicate matching rule defined in salesforce. In REST API, the method will be same. Sharing a code snippet here for enforcing the insertion of duplicate records and fetching the already existing duplicate records.
What are the two main components of Salesforce matching?
The functionality relies on two main components: Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate.
Can I use the exact matching method for custom fields?
You can use the exact matching method for almost any field, including custom fields. The fuzzy matching methods look for strings that approximately match a pattern. Some fuzzy matching methods, such as Acronym and Name Variant, identify similarities using hard-coded dictionaries.
How do matching rules work in Salesforce?
Matching Criteria in Matching Rules A matching rule applies criteria to determine how closely a field on a new or edited record matches the same field on an existing record. Standard matching rules include predefined criteria. When you create a custom matching rule, you define the criteria.
What is the difference between duplicate rules and matching rules in Salesforce?
Matching Rules will identify 'what field' and 'how' to match. For example, 'Email Field, Exact Match' or 'Account Name, Fuzzy Match' They don't do anything on their own. Duplicate Rules will use those Matching Rules to control 'when' and 'where' to find duplicates.
Can we use formula fields in matching rules?
When creating Matching Rule it does not allow us to select a formula field in Matching Criteria. Use of formula field in Matchin Rule is important because it will allow us to use Duplicate Management on Custom Objects having Master-Detail Relationships relationship with Person Accounts.
How do I set up a matching rule in Salesforce?
From Setup, use the Quick Find box to find Matching Rules.If editing an existing matching rule, make sure that the rule is inactive.Click New Rule or Edit.Apply the matching rule to an object.Enter a name and description for the rule. ... Enter the matching criteria. ... Save and activate the rule.
What is fuzzy matching in Salesforce?
For the fuzzy matching method, various fuzzy matching algorithms can be used. Each matching algorithm is scored based on how closely it matches the two fields. For example, if you select exact matching and the two fields match, the match score is 100. If the two fields don't match, the score is 0.
How do I prevent duplicates in Salesforce?
Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead.
Can formula field trigger flow Salesforce?
Formulas CAN be used in trigger conditions on before save flow triggers. Formulas CAN be used in trigger conditions in after save flow triggers. Formulas CAN be used in decisions in before save flow triggers IF the Resource uses the Prior Value (eg {!$ Record__Prior.
What does == mean in Salesforce formula?
EqualLogical Operators Operator. Description. = and == (Equal) Evaluates if two values are equivalent.
Can a formula field be unique in Salesforce?
You're right, you can't make a formula field unique.
How do I create a duplicate and matching rule in Salesforce?
From Setup, use the Quick Find box to find Duplicate Rules. To edit a rule, click the rule name, and click Edit. To create a rule, click New Rule, and select the object you want the rule to apply to. Enter the rule details, including a name, description, and record-level security settings.
How does Cloudingo work?
Cloudingo finds duplicates using user-defined filters. Start with prebuilt filters then create more with the drag-and-drop user interface. Mix and match various matching styles on any Salesforce fields to identify dupes across standard and custom objects.
What are Salesforce duplicate rules?
A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
What is matching rule in Salesforce?
The functionality relies on two main components: Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate.
What happens if you pass duplicate prevention rules into Salesforce?
Duplicate prevention rules may result in data loss when information is passed from third-party integrations. For example, if you pass records into Salesforce from a marketing automation system, they can be blocked from being created and the additional intelligence/field data may also be lost.
How many duplicate rules can be deployed on each object?
Here are some limitations that you should be aware of: Only five duplicate rules can be deployed on each object (leads, contacts and accounts). The max rule limitation makes it nearly impossible to have a rule that covers all duplicate scenarios.
Can you duplicate records in Salesforce?
If your organization uses Salesforce, chances are that you’ve grappled with duplicate records at some point. With data coming from many sources such as direct user entry, imports using the Salesforce Data Wizard or third-party integrations, it’s pretty difficult to maintain good data hygiene. That being said, there is an out-of-the-box functionality that allows you to de-duplicate directly in Salesforce, the Salesforce Duplicate Management feature.
Can you bypass Salesforce sharing rules?
You can bypass Salesforce sharing rules when activating duplicate rules. In this event the rule may trigger a duplicate alert, but the user will not be able to see and/or edit the duplicate if they do not have access to the record.