Thursday, February 26, 2015

Duplication Management - Salesforce (S15 Release)

Maintain clean and accurate data in the Salesforce.

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

Step 1: Setup > 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 > 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:

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.  

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. 

Step 6: Activate

Duplicate error on the record


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