SALESFORCE – DUPLICATION
Managing Duplicates Records with Duplicate Rules
Prevent duplicate names and provide custom error messages using duplicate rules
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https://www.youtube.com/watch?v=uPT4wWOl9vs |
Step 1: Creating MATCHING RULES:
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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: Setup–> Data.com Administration
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-->Duplicate Management -->Duplicate Rules (Click) -->New Rule -->Select the object -->Rule Name: "Unique Name" (of whatever it suites your needs) -->Record-Level Security: Enforce sharing rules -->Action on Create/Edit: Block -->Compare Merchants With: <select your object> -->Matching Rule: select the matching rules you have created in the STEP 1 -->Save/Activate |
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