Matching rules specify the field criteria to “match” to a duplicate record. Navigate to “Setup” 2. Type “Duplicate” in the Quick Find search box
Full Answer
How do I manage duplicate accounts and leads in Salesforce?
Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules. Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules. Review considerations for using and customizing duplicate rules.
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’.
What is a duplicate rule in Salesforce?
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.
How do I find duplicates in Salesforce?
For example, “Use Account Name, Fuzzy Match to find duplicates on the Account object upon creation” or “Use Email, Exact Match, to find duplicates on Leads and Contacts, upon create and edit.” What Comes Out-of-the-box? Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads.
How do I activate duplicate rules to identify potential duplicate records 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.
What are duplicate and matching rules in Salesforce?
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
How many duplicate rules can be active in Salesforce?
five active duplicate rulesYou can use up to five active duplicate rules per object. You can add up to three matching rules in each duplicate rule, with one active matching rule per object. When you use multiple duplicate rules, you can include up to five active matching rules per object.
How do I manage duplicates in Salesforce?
To manage duplicates that aren't surfaced by a duplicate rule, create a duplicate record set.On a duplicate record set list view, click New.Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).In Lightning Experience, in the Related tab, click New.
What is the difference between matching rules and duplicate rules?
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.
How do duplicate rules work?
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.
Why is my duplicate rule not working in Salesforce?
Your duplicate rule is not working because you have blocked the Action On Create and Action On Edit. First, you have to choose to allow from the picklist then check the alert checkboxes shown in below image.
How Salesforce detect duplicates?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
How do I report duplicates in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
How do I clean up duplicate records in Salesforce?
In Salesforce Classic Click + (All Tabs) on the Navigation bar. Search for Duplicate Record Sets. Select the Duplicate Record Sets that need to be deleted. Click the Delete button.
How do I create 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.
How do I merge duplicates in Salesforce?
Required Editions and User PermissionsFrom the Accounts tab, click Merge Accounts in the Tools section. ... To find the duplicate accounts, enter a search string. ... Select up to three accounts you want to merge. ... Select one account as the master record.Select the fields that you want to retain from each record. ... Click Merge.
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.
What Comes Out-of-the-box?
Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads. These alone are insufficient, because:
1. Account Exact Name
Purpose: To prevent the creation of multiple Accounts with the exact same Account name.
2. Account Name Potential Match
Purpose: to warn users of a potential duplicate where account names differ slightly.
Leads & Contacts (People Duplicates)
Leads and Contacts are a bit more complicated. Sometimes users will say “I want to prevent Lead duplicates.” Or “I want to prevent Contact duplicates.” Both great goals, but still does not solve the total duplicate problem, even in tandem.
3. Lead-to-Lead Email Exact Match
Purpose: To prevent the creation of multiple Leads with the exact same email.
4. Lead-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Leads-to-Contacts with the exact same email.
5. Contact-to-Contact Email Exact Duplicate Rule
Purpose: To prevent the creation of multiple Contacts with the exact same email.
