Duplication Management - Salesforce (S15 Release)

Maintain clean and accurate data in the Salesforce.

Available: Professional, Enterprise, Performance, Unlimited and Developer Edition.

Step 1: Setup > Data.com Administration > Duplicate Management > Matching Rules > New Rules

 Step 2: Select Object (Note: Accounts, Contacts, Leads and Custom Objects are available objects.)

               

  

Step 3: Configure Matching Rule

Matching Criteria

Field: First Name

Matching Method: Exact (Save)

(Two Options)

                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.

Matching Rule:

                Status: Active

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.

Step 6:

Rule Details:

            

            Rule Name:

            Description:

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.

Actions:

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

Checkbox:

                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.  

Matching Rules

                Compare Contacts With: Contacts (Select Object)

                Manage Rules: First Name (Select Matching Rule created before)

Conditions (Optional)

                Specify the conditions a record must meet for the rule to run. 

 Save

Step 6: Activate

Duplicate error on the record