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- How do you prevent duplicates in creating records?
- What is alert and report on duplicate rule?
- How do I find potential duplicates in Salesforce?
- How do I activate duplicate rules to identify potential duplicate records in Salesforce?
How do you prevent duplicates in creating records?
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 alert and report on duplicate rule?
The default actions are to alert users when they start to create a duplicate, and report on duplicates created when users create or edit records. You can customize the provided alert text. In the Matching Rules section, select the object to compare records on.
How do I find potential duplicates in Salesforce?
Potential Duplicates are found based on the Duplicate Rules activated on the object. They provide results based on the matching rule methods and activated Duplicate Rules. Duplicate Record Sets use the Matching Rules active on the object and the key of the first record created in the match.
How do I activate duplicate rules to identify potential duplicate records in Salesforce?
To use duplicate rules and the Potential Duplicates component for person accounts, first enable person accounts. Then activate person account matching rules and duplicate rules, and add the Potential Duplicates component to your person accounts layout.
