---
schema_version: "1"
id: 9b3d238d0492cc2b6b587e5cd7bf7cecb306d276df677c17d9b54da564db1203
title: Customize Duplicate Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/duplicate_prevention_map_of_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.duplicate_prevention_map_of_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8bf84f94d2d3bb24fb7610cdb856ede071949b54d320ace7949ee9b491d69e06
description: "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."
products:
  - Sales
  - Sales Enablement
release: "264"
---
# Customize Duplicate Management

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

<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 and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4108e79">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4108e79 ">To create, edit, or delete duplicate rules
              and matching rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4108e79 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4108e79 ">To activate and deactivate duplicate rules
              and matching rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4108e79 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4108e79 ">To view duplicate rules and matching
              rules:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4108e79 ">View Setup and Configuration</td>

          </tr>
        </tbody>
      </table>

- **[Duplicate Rules](https://help.salesforce.com/s/articleView?id=sales.duplicate_rules_map_of_reference.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.matching_rule_map_of_reference.htm&release=264.0.0&type=5)**  
    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.