Keep your records clean and free of duplicates so that you can reach more customers and maintain better relationships with them.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: all editions, including partner and customer community users. |
You can work with duplicate data privacy records individually or in bulk. You can’t merge duplicate data privacy records automatically.
You can create a custom matching rule for the Individual object to identify duplicate data privacy records and a custom duplicate rule to handle the duplicates.
The Individual object doesn’t include standard matching and duplicate rules, so you must create your own custom matching and duplicate rules to manage your data privacy duplicates.
- Merge Duplicate Data Privacy Records in Lightning Experience
Merge duplicate data privacy records based on the Individual object in Lightning Experience.