Configuring Duplicate rules and Matching rules in Salesforce
If there is a need to configure the duplicate rule in the Salesforce environment, to execute any policy, follow the below mentioned steps
- Search for Duplicate Rule in the Quick find tab in the Salesforce environment.
- Select Account from the dropdown menu for which the rule has to be created. Create New Duplicate Rule by clicking the New rule tab.
Creating a new rule
- Enter the Rule Name. Description field which describes the rule is an optional field.
- Object for which the rule is created is entered in the object field.
- For Record-level security choose whether to enforce or bypass sharing rules according to the organization's policy. By enforcing sharing rules, the matching rule compares only those records to which the user has access to, whereas bypassing sharing rules compares all the records.
- Set the actions which need to be performed when the user creates or edits a duplicate record. When you choose alert, provide an appropriate alert message as to why the user is not able to save the record and what's the next step.
- In the Matching Rules fields select from the drop-down menu to define how duplicate records are identified.
- Select the field with which the Accounts need to be compared with from the drop-down menu. In the below example it is compared with accounts. (The Account can be compared with Lead, but the lead detail fields are mapped to the particular account detail fields in the backend and finally those mapped fields are compared. So even when you want to compare accounts to lead, it is mandatory to select Accounts as it is already mapped. )
- Select the Matching rule required for comparison. In this particular example, it is the Standard Account Matching Rule.
- Select the fields that need to be mapped. The below example shows the fields that are mapped in the Standard Account Matching Rule.
- If there are any conditions to be met for the rule to run, those conditions need to be set in the Conditions fields which are optional.
- Click Save to create the duplicate rule.
By following the steps above, you are configuring how Salesforce is identifying duplicate accounts in your data. This can be customized further according to your needs. If you'd like to learn more or are having trouble with any of the above steps, check out this link for more help.
Duplicate Record Sets
As a result of configuring duplicate rules for the account object in Salesforce, the system will create a Duplicate Record set for any duplicates it finds in the account data. To deal with this information learn how to configure the fullcast.io Account Dedupe policy