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
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
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