Instructions
- Create a Matching Rule Matching Rules are required in order to create Duplicate Rule. Matching rules specify the field criteria to “match” to a duplicate record. ...
- Type “Duplicate” in the Quick Find search box
- Select “Matching Rules”
- Click “New Rule”
- Select the object in the system to specify “Matching Rule” criteria For this example we are going to use the “Account” object
- Enter Details & Criteria Enter the Name of the “Matching Rule” Enter Criteria Specify fields that must the same data in order to be considered a “Match”. ...
- Click “Save”
- Click “Activate” in order to allow this Matching Rule to be used in a “Duplicate Rule”
How to dedupe in Salesforce?
- What fields and rules you are going to use to match on
- What fields you need to see when looking at the match report
- What rules and criteria you are going to use to determine the “winner” (master) in the merge transaction. ...
How to eliminate duplicate Salesforce Records?
- Make sure the entire list was put into alphabetical order.
- Make sure you selected a color to highlight the duplicate records in the “Conditional Formatting” window. ...
- Make sure that before you click "Format" and "Conditional Formatting" that you first selected the FIRST email address which should be in Column A and Row 2.
What are Salesforce workflow rules?
Salesforce workflow rules do not only involve setting up an action that is related to the activity and has to be created as and when required. Choose the object to which you want this workflow rule to apply. Automatically: Assignment Rules can add records to a Queue when they are created, based on specific record criteria. ...
How to delete duplicate records in Salesforce?
- Open a new excel file that is blank
- Go back to the excel file with the records and right click the column letter of the column that includes the email addresses. ...
- Go back to the file which includes only email addresses. ...
- Now click only the first email address in the file and click: Format; then Conditional Formatting. ...
Why we use duplicate rules 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 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.
Are duplicate allowed in Salesforce?
You can allow duplicates by object for the entire organization—not for individual users. If, however, you want to prevent a user or profile from being able to add duplicates, you can create a trigger.
How do you activate duplicate rules to identify potential duplicate records?
To use duplicate rules and the Potential Duplicates component for person accounts, first enable person accounts. Then activate person account matching rules and duplicate rules, and add the Potential Duplicates component to your person accounts layout.
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.
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 you use duplicate?
being two identical. We made a duplicate of the key. Parenthood is an experience nothing else can duplicate. Is this a duplicate or the original? We'll have a duplicate key cut . Your jacket's a duplicate of mine. His task will be to duplicate his success overseas here at home.More items...•
How do I duplicate in Salesforce?
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. In Salesforce Classic, on the duplicate record set detail page, click New Duplicate Record Item.
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 debug a duplicate rule in Salesforce?
0:364:05Troubleshoot Duplicate Rules not Firing | Salesforce Platform - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo navigate to your rules go to setup. Then search duplicate in the quick search box and click onMoreTo navigate to your rules go to setup. Then search duplicate in the quick search box and click on duplicate rules in a brand new org Salesforce's. Standard duplicate rules for accounts contacts.
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 enable duplicate jobs in Salesforce?
Run Duplicate Jobs in Lightning ExperienceIn Setup, use the Quick Find box to find Duplicate Jobs.Click New Job.Select an object. ... To rerun a job, click New Job, and then select the same object and matching rule.To view and merge duplicates, open a job summary page, and then open a record set.More items...
What is a match rule?
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.
Can you create duplicate rules in Salesforce?
The good news is that Salesforce allows you to create your own Duplicate Rules, so you shouldn’t need to spend extra to prevent duplicates going forward. Let’s start with Accounts. When users create Accounts, they are probably in a hurry (well, they’re always in a hurry!).
What is a duplicate rule?
A duplicate rule can be compared with an object other than itself. For this example we are just going to compare accounts to other accounts. Checking for duplicates of the same object type is the most common use case. Select Matching Rule from list of active “Matching Rules”.
What happens if you enforce sharing rules?
If “Enforce sharing rules” is selected a record could still exist the the org and this rule would only be enforced if the user entering or modify the record has permissions to see that record.
Why do you need matching rules?
Matching Rules are required in order to create Duplicate Rule. Matching rules specify the field criteria to “match” to a duplicate record.
What does fuzzy mean in math?
Fuzzy means the field value just has to be close to be considered a matching value.
Does activation work if matching rule finds that over 2% of records meet duplicate criteria?
Note: Activation will not work if Matching Rule finds that over 2% of records meet duplicate criteria. If this occurs, make matching rule more stringent.
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 duplicates can you merge in Salesforce?
Users will still need to merge Salesforce accounts, leads, and contacts manually, and the usual out-of-the-box limit for merging up to three duplicates at a time still applies.
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.
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.
Does Salesforce have duplicate jobs?
Given that duplicate jobs are only available in Performance and Unlimited Editions of Salesforce, organizations using other editions will need to look at alternatives for data created prior to deploying duplicate rules and matching rules.
Can you run a duplicate job in Salesforce?
Note, Duplicate jobs are only available in Unlimited and Performance Editions of Salesforce.
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.
How do matching rules and duplicate rules work together?
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
How many matching rules can you have in a duplicate rule?
Before an active matching rule can do anything, you pair it with a duplicate rule. You can include up to three matching rules in each duplicate rule, with one matching rule per object.
What does Maria do with duplicate records?
Maria selects Duplicate Record Items, so that newly created duplicate account records appear on the report. Then, she saves the report type.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
Can Salesforce identify duplicate phone numbers?
So you create a custom matching rule to include fuzzy matching for phone numbers. Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t.
