The standard lead duplicate rule defines what happens when a user views a lead with duplicates or starts to create a record that duplicates a lead. If your org was created in Summer ’17 or later, this duplicate rule includes a cross-object matching rule: It matches leads that duplicate other leads and contacts that duplicate leads. If your org was created before Summer ’17, you can get the same functionality by activating a new duplicate rule available in Setup. Otherwise, your default rule matches only leads that duplicate other leads.
Rule Details
| Rule Name | Standard Lead Duplicate Rule |
| Description | Handle leads that duplicate other leads and contacts that duplicate leads. |
| Object | Lead |
| Default Record-Level Security Setting | Enforce Sharing Rules |
Actions
An action specifies what happens when a user starts creating a duplicate record.
| Default Action On Create | Allow: The user is alerted but allowed to create the record. |
| Default Action On Edit | Allow: You can generate a report of duplicates created when this rule runs. |
| Customizable Alert Text | Use one of these records? |
Matching Rules Included in This Duplicate Rule
| Matching Rules | Standard Lead Matching Rule, Standard Contact Matching Rule |
| Description | Match leads that duplicate other leads and contacts that duplicate leads. |
| Default Field Mapping | Mapping Selected |