SALESFORCE – DUPLICATION
Managing Duplicates Records with Duplicate Rules
Prevent duplicate names and provide custom error messages using duplicate rules https://www.youtube.com/watch?v=uPT4wWOl9vs Step 1: Creating MATCHING RULES: Setup–> Data.com Administration –>Duplicate Management –>Matching Rules (Click) –>New –>Select the object –> Rule Name: “Unique Name matching rule” (of whatever it suites your needs) –> Field: Name –> Matching Method: Exact –>Save/Activate Step 2: Creating DUPLICATE RULES: […]