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 > 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


13 comments:

  1. Thanks for the share this post with lots of information networking training institute in Gurgaon

    ReplyDelete
  2. Java is a promient programming language in the current IT industry and the advanced level of Java courses are wanted by most of the professional. Your blog help me to observe some important points in Java language.

    Regards:

    JAVA Training Chennai | Java Course in Chennai

    ReplyDelete
  3. Nice blog on Hadoop Technology!!! I agree with your points, Big Data Hadoop technology is ruling the whole organization to handle data in efficient manner. HDFS and Map reduce helps the developer in different ways to manage data.

    Regards:

    Best Hadoop Training in Chennai |
    Big Data Training Chennai

    ReplyDelete
  4. I found a lot of interesting information here. A really good post
    sap training institute

    ReplyDelete
  5. Updating with the latest technology and implementing it is the only way to survive in our niche. Thanks for making me this article. RPA Training Institute in Chennai | UI Path Training Institute in Chennai | Blue Prism Training Institute in Chennai

    ReplyDelete
  6. I Learn More From this site.Please Continue.............

    ReplyDelete
  7. In coming years, cloud computing is going to rule the world. The cloud based CRM tool provider like Salesforce have massive demand in the market.
    Cloud computing courses in Chennai|Cloud computing Training in Chennai

    ReplyDelete
  8. Your good knowledge and kindness in playing with all the pieces were
    very useful. I don’t know what I would have done if I had not
    encountered such a step like this.

    white label website builder

    ReplyDelete
  9. All are saying the same thing repeatedly, but in your blog I had a chance to get some useful and unique information, I love your writing style very much, I would like to suggest your blog in my dude circle, so keep on updates.
    German Classes in Chennai
    German Language Classes in Chennai
    Java Training in Chennai
    Web Designing Course in chennai
    PHP Training in Chennai
    German classes in Tambaram
    German classes in Adyar

    ReplyDelete
  10. Superb. I really enjoyed very much with this article here. Really it is an amazing article I had ever read. I hope it will help a lot for all. Thank you so much for this amazing posts and please keep update like this excellent article.thank you for sharing such a great blog with us. expecting for your.
    Hacking Course in Coimbatore
    Hacking Classes in Coimbatore
    ielts coaching center in coimbatore
    Java course in coimbatore
    Best Oracle Training institute in Coimbatore
    PHP course in coimbatore
    Selenium course in coimbatore
    seo course in coimbatore

    ReplyDelete