Configure duplicate management to align with other customizations you make and
detect duplicates missed by standard rules. Customize the user interface for
handling duplicates: For example, block users from creating duplicates instead of
just warning them, or run different duplicate rules for different user profiles.
Customize the logic used to identify duplicates: For example, include a custom field
in a matching rule, specify field mapping, or customize matching criteria on
fields.
Required Editions
| Available in: Lightning Experience and
Salesforce Classic |
| Available in: Essentials,
Professional, Enterprise,
Performance, Unlimited, and
Developer Editions
|
| User Permissions Needed |
| To create, edit, or delete duplicate rules
and matching rules: |
Customize Application |
| To activate and deactivate duplicate rules
and matching rules: |
Customize Application |
| To view duplicate rules and matching
rules: |
View Setup and Configuration |
- Duplicate Rules
A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
- Matching Rules
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
