You can bypass Salesforce sharing rules when activating duplicate rules. In this event the rule may trigger a duplicate alert, but the user will not be able to see and/or edit the duplicate if they do not have access to the record.
Table of Contents
What is matching rule in Salesforce?
Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate. For example, if two contacts have the same email address they will be classified as a duplicate if the matching rule for email addresses is‘exact’ or ‘fuzzy’.
What are the two main components of Salesforce matching?
The functionality relies on two main components: Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate.
What is a duplicate rule in Salesforce?
Salesforce Duplicate Rules: Duplicate rules are used to define the action that Salesforce should take when the user is editing or attempting to create a duplicate record.
Can I bypass the Salesforce sharing rules?
You can bypass Salesforce sharing rules when activating duplicate rules. In this event the rule may trigger a duplicate alert, but the user will not be able to see and/or edit the duplicate if they do not have access to the record.
How do I activate matching rules in Salesforce?
Lightning ExperienceClick the gear icon.Click Setup.Under ‘Administration,’ click Data.Under ‘Data,’ click Duplicate Management.Click Matching Rules.
How do I edit matching rules in Salesforce?
From Setup, use the Quick Find box to find Matching Rules.If editing an existing matching rule, make sure that the rule is inactive.Click New Rule or Edit.Apply the matching rule to an object.Enter a name and description for the rule. … Enter the matching criteria. … Save and activate the rule.
Can we use formula field in matching rule?
When creating Matching Rule it does not allow us to select a formula field in Matching Criteria. Use of formula field in Matchin Rule is important because it will allow us to use Duplicate Management on Custom Objects having Master-Detail Relationships relationship with Person Accounts.
What is standard account matching rule Salesforce?
The standard account matching rule identifies duplicate accounts using match keys, a matching equation, and matching criteria. It’s activated by default. The standard person account matching rule identifies duplicate person accounts using match keys, a matching equation, and matching criteria.
What is the difference between matching rules and duplicate rules?
Matching Rules will identify ‘what field’ and ‘how’ to match. For example, ‘Email Field, Exact Match’ or ‘Account Name, Fuzzy Match’ They don’t do anything on their own. Duplicate Rules will use those Matching Rules to control ‘when’ and ‘where’ to find duplicates.
What is fuzzy matching in 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 does == mean in Salesforce formula?
EqualLogical Operators Operator. Description. = and == (Equal) Evaluates if two values are equivalent.
What is match key in Salesforce?
A match key is generated using the field combinations specified in the standardized field format. A matching rule can have multiple match keys. A custom matching rule can have up to 10 match keys; you’re prevented from saving a matching rule that requires more.
How do you prevent duplicate records in Salesforce?
Block sales reps from creating duplicate leads. 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.
What are matching rules?
A matching rule applies criteria to determine how closely a field on a new or edited record matches the same field on an existing record. Standard matching rules include predefined criteria. When you create a custom matching rule, you define the criteria.
What is matching rule and duplicate 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.
Why is my duplicate rule not working in Salesforce?
Your duplicate rule is not working because you have blocked the Action On Create and Action On Edit. First, you have to choose to allow from the picklist then check the alert checkboxes shown in below image.
Match Keys
Match keys speed up matching by narrowing the potential matches to the most likely duplicates before the rule applies the comprehensive matching equation.
Matching Equation
Important For accurate matches, the new or edited record must include a value in the Account Name field and either the City or the ZIP Code field.
Match Keys
Match keys speed up matching by narrowing the potential matches to the most likely duplicates before the rule applies the comprehensive matching equation.
Matching Equation
Important For accurate matches, the new or edited record must include a value in the Account Name field and either the City or the ZIP Code field.
What is matching rule in Salesforce?
The functionality relies on two main components: Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate.
What happens if you pass duplicate prevention rules into Salesforce?
Duplicate prevention rules may result in data loss when information is passed from third-party integrations. For example, if you pass records into Salesforce from a marketing automation system, they can be blocked from being created and the additional intelligence/field data may also be lost.
How many duplicate rules can be deployed on each object?
Here are some limitations that you should be aware of: Only five duplicate rules can be deployed on each object (leads, contacts and accounts). The max rule limitation makes it nearly impossible to have a rule that covers all duplicate scenarios.
Can you duplicate records in Salesforce?
If your organization uses Salesforce, chances are that you’ve grappled with duplicate records at some point. With data coming from many sources such as direct user entry, imports using the Salesforce Data Wizard or third-party integrations, it’s pretty difficult to maintain good data hygiene. That being said, there is an out-of-the-box functionality that allows you to de-duplicate directly in Salesforce, the Salesforce Duplicate Management feature.
Can you bypass Salesforce sharing rules?
You can bypass Salesforce sharing rules when activating duplicate rules. In this event the rule may trigger a duplicate alert, but the user will not be able to see and/or edit the duplicate if they do not have access to the record.
