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.
Full Answer
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 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.
How do I manage duplicates in manage?
Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules. Review considerations for using and customizing duplicate rules. Each standard duplicate rule includes a corresponding standard matching rule that determines how records are identified as duplicates.
How do I merge duplicate records in Salesforce?
If you happen to be on Performance or Enterprise edition, you can use Salesforce’s Duplicate Jobs to leverage your Duplicate Rules and merge records. If not, you’ll have to decide if you want to develop a tool to merge duplicates, use something from the AppExchange, or let users merge the records.
How to know if there are duplicate rules?
The only way to know is to execute the Datacloud.FindDuplicates.findDuplicates () method. If there aren’t any active rules, then an exception will occur, and you’ll need to catch it.
Is there a silver bullet for duplicates in Salesforce?
As much as we’d love it, there is no silver bullet for duplicates. As long as you’re working with and collecting data, your organisation will need a process to dedupe it.
Rule Details
Handle leads that duplicate other leads and contacts that duplicate leads.
Actions
An action specifies what happens when a user starts creating a duplicate record.
Matching Rules Included in This Duplicate Rule
Match leads that duplicate other leads and contacts that duplicate leads.
Customizing Matching Rules
to Set Up Your Matching Rules, Follow These Steps
- In Salesforce Setup, search for Matching Rules on the left menu
- Click New Rule to create a new rule or click Edit to edit an existing rule. Note: Rules that are active cannot be edited, deactivate the Duplicate rule and the Matching Rule to edit. Standard rules...
- Choose the object that the matching rule is for.
- In Salesforce Setup, search for Matching Rules on the left menu
- Click New Rule to create a new rule or click Edit to edit an existing rule. Note: Rules that are active cannot be edited, deactivate the Duplicate rule and the Matching Rule to edit. Standard rules...
- Choose the object that the matching rule is for.
- Enter a rule name and select the fields and matching method for each one. For details on the matching methods, check out the Salesforce help.
Customizing Duplicate Rules
- Now that you have matching rules, you can decide what happens when they find a match. To customize Duplicate Rules search for Duplicate Rules in Salesforce Setup. Like Matching Rules, there are a few things you may want to consider before setting these up: 1. Should duplicate checks bypass sharing?If your organization's records are private, you'll have to determine wheth…
to Set Up A Duplicate Rule, Follow These Steps
- In Salesforce Setup, search for Duplicate Rules on the left menu.
- Click New Rule and choose an object or edit an existing rule. To edit a rule, you have to deactivate it first.
- Name the rule - if you plan to have a lot of rules, consider a naming convention so it’s easier to find the rule you need to edit.
- In Salesforce Setup, search for Duplicate Rules on the left menu.
- Click New Rule and choose an object or edit an existing rule. To edit a rule, you have to deactivate it first.
- Name the rule - if you plan to have a lot of rules, consider a naming convention so it’s easier to find the rule you need to edit.
- Bypass sharing rules if needed - if you want to match on all records, change Record-Level Security to Bypass sharing rules.