Maintain clean and accurate data in the Salesforce.
Step 2: Select Object (Note: Accounts, Contacts, Leads and Custom Objects are available objects.)
Available: Professional, Enterprise, Performance, Unlimited and Developer Edition.
Step 1: Setup > Data.com Administration > Duplicate Management > Matching Rules > New Rules
Step 3: Configure Matching Rule
Field: First Name
Matching Method: Exact (Save)
Exact: This method looks for strings that match a pattern exactly.
Fuzzy: This method looks for strings that match a pattern approximately.
Match Blank Fields (Checkbox): If you select this option for any field, and that field is blank in both of the records being compared, the fields are considered matches.
Step 4: Activate
Matching Rule Activation: An email will be sent once activation process is complete.
Step 5: Setup > Data.com Administration > Duplicate Management > Duplicate Rules > New Rules (Select Object)
Duplicate Rules work together with matching rules to prevent users from creating duplicate records.
Record- Level Security:
Enforce sharing rules: The matching rule compares only records that the user has access to, and the resulting list of possible duplicates includes only records the user has access to.
Bypass sharing rules: The matching rule compares all records, regardless of user access, but the resulting list of possible duplicates includes only records the user has access to.
Action On Create: Allow/Block (Allow or Block on record creations).
Action On Edit: Allow/Block (Allow or Block while editing records).
Alert Text: Enter the alert message
Alert: Alerts the user while create/editing the record.
Report: Record and all its duplicates will be included in the report.
Note: When the action (Block) is selected the alert is already included and the alert checkbox removed.
Compare Contacts With: Contacts (Select Object)
Manage Rules: First Name (Select Matching Rule created before)
Specify the conditions a record must meet for the rule to run.
Step 6: Activate
Duplicate error on the record
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