What is duplicate rules?

A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.

What is an example of a duplicate rule in Salesforce?

Duplicate Rules: Will use those matching rules to control when and where to find duplicates. For example, “Use Account Name, Fuzzy Match” to find duplicates on the Account object upon creation or “Use Email, Exact Match” to find duplicates on Leads and Contacts, upon create and edit.

What are duplicate rules and matching rules in Salesforce?

Matching rules and duplicate rules work together to ensure that your sales teams work with data that's free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.

What is duplicate rules standard lead rule?

The standard lead duplicate rule defines what happens when a user views a lead with duplicates or starts to create a record that duplicates a lead.

How do I run duplicate rules in Salesforce?

From Setup, use the Quick Find box to find Duplicate Rules. To edit a rule, click the rule name, and click Edit. To create a rule, click New Rule, and select the object you want the rule to apply to. Enter the rule details, including a name, description, and record-level security settings.

20 Duplicate rule and matching rules in salesforce lightning | Salesforce Training Videos

How many duplicate rules can be active in Salesforce?

You can use up to five active duplicate rules per object. You can add up to three matching rules in each duplicate rule, with one active matching rule per object. When you use multiple duplicate rules, you can include up to five active matching rules per object.

How do I handle duplicates in Salesforce?

On a duplicate record set list view, click New. Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field). In Lightning Experience, in the Related tab, click New. In Salesforce Classic, on the duplicate record set detail page, click New Duplicate Record Item.

What is duplicate detection rule?

When you publish a duplicate detection rule, a matchcode is created for every record in the matching record type for that rule. You can publish only five rules for the same base record type (Account, for example) at a time. You might need to delete or unpublish an existing rule if you bump up against this limit.

How do you manage duplicate leads?

How does a duplicate rule or job handle duplicates?

A Duplicate Rule or Job Handles Duplicates

Duplicates can be detected when a sales rep creates, clones, or edits a record and a duplicate rule runs, or when you run a duplicate job. They can also be detected as part of other processes, such as importing or an API.

Can we bypass duplicate rules in Salesforce?

If turning off the Alerts isn't practical when you receive a duplicate error for your Salesforce setup, you can set up a custom condition to bypass the duplication rule. First, ask your Salesforce Administrator to create a custom field on the object(s) that you would need to send to Salesforce.

How do I prevent duplicates in Salesforce?

In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead. Prevent reps from creating duplicates of records they don't have permission to view.

What is fuzzy in duplicate rule Salesforce?

For the fuzzy matching method, various fuzzy matching algorithms can be used. Each matching algorithm is scored based on how closely it matches the two fields. For example, if you select exact matching and the two fields match, the match score is 100. If the two fields don't match, the score is 0.

What tool can be used to avoid duplicate leads in Salesforce?

Import Wizard can automatically prevent duplicate records.

What is a duplicate lead in Salesforce?

Duplicate records happen when the same person is entered in Salesforce more than once - and these can be a big problem.

How do I query duplicate records in Salesforce?

How do you prevent duplicate records?

How we can avoid duplicate defect?

Unavailability of mail configuration feature Mail configuration feature helps the team in identifying the defects logged by other team members, so that duplication can be avoided Unavailability of advanced search feature Advanced search feature like searching for duplicates based on comments can be used to avoid ...

How do you prevent duplicate transactions?

How do you clean duplicates?

Why do we use duplicate rules in Salesforce?

A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.

How do I clean up duplicates in Salesforce?

In Salesforce Classic

Click + (All Tabs) on the Navigation bar. Search for Duplicate Record Sets. Select the Duplicate Record Sets that need to be deleted. Click the Delete button.

What are the two types of fuzzy set?

Type1 fuzzy systems are working with a fixed membership function, while in type-2 fuzzy systems the membership function is fluctuating. A fuzzy set determines how input values are converted into fuzzy variables.

Why duplicate data is a problem in Salesforce?

Duplicate Salesforce data can be a serious problem. It can be a drain on your marketing budget. It can hinder your sales team. It keeps you from having a single customer view that you will use to guide your interactions with them throughout the customer lifecycle.