---
schema_version: "1"
id: 0c5fe3e1fe93a1f4142b3c1b05e54e4755f2eed615604c04d6b20e761c163c5a
title: Prevent Duplicate Applicant Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/auto_finance_rehash_duplicate_mgmt.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.auto_finance_rehash_duplicate_mgmt.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d3a0ca615d6b91e394216ad8315190a776b72c45c58acd2b9b92c728bcb33aa5
description: Maintain high data quality and improve customer experience in vehicle and asset lending by preventing duplicate applicant records. Leverage Duplicate Management and create matching and duplicate rules to ensure accurate customer data.
products:
  - Automotive
release: "264"
---
# Prevent Duplicate Applicant Records

Maintain high data quality and improve customer experience in vehicle and asset lending by preventing duplicate applicant records. Leverage Duplicate Management and create matching and duplicate rules to ensure accurate customer data.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d45910e71">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45910e71 ">To create, edit, or delete duplicate rules and matching rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45910e71 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45910e71 ">To activate and deactivate duplicate rules and matching rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45910e71 ">Customize Application</td>

          </tr>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d45910e71 ">To view duplicate rules and matching rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d45910e71 ">View Setup and Configuration</td>

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1. Create and activate [matching rules](https://help.salesforce.com/s/articleView?id=sales.matching_rule_map_of_reference.htm&type=5&language=en_US) for the Applicant object and define your matching criteria to check for duplicate records.
2. Create [duplicate rules](https://help.salesforce.com/s/articleView?id=sales.duplicate_rules_map_of_reference.htm&type=5&language=en_US) to define the actions to be taken when a user tries to create a duplicate applicant record.
3. Create a custom report type to create reports for viewing the duplicate applicant records.
    1. From Setup, enter Reports in the Quick Find box, then select **Report Types**.
    2. Click **New Custom Report Type**.
    3. For Primary Object, search for and select **Applicants**.
    4. Enter a display label and description for the custom report type.
    5. For Store in Category, select **Other Reports**.
    6. For Status, select **Deployed**.
    7. Click **Next**.
    8. Click **(Click to relate another object)**, then search for and select **Duplicate Record Items**.
    9. Keep the selection **Each "A" record must have at least one related "B" record**.
    10. Click **Save**.
    11. From App Launcher, search for and select **Reports**.
    12. Click **New Report**.
    13. Under the Other Reports category, click **Start Report** for the custom report type you created above.
    14. Click **Save and Run**.
    15. Enter a report name and save your changes.