Give your sales team the tools they need for maintaining great relationships with
customers, and keep your leads, accounts, and contacts clutter free. By activating duplicate
rules and the Potential Duplicates component, you can control whether and when sales reps
can create duplicate accounts, contacts, and leads. You can also give them permission to
merge duplicate leads, business and person accounts, and contacts.
Required Editions
- Stop Users from Creating Duplicate Records
When sales reps are in the process of creating or editing a record, alert them that the data they’re entering duplicates an existing record. Or block sales reps from creating duplicate records altogether, whether or not they have access to the existing record. Activate duplicate rules and customize the settings.
- Show Duplicate Records in Lightning Experience
If a record duplicates other records, you can alert sales reps when they open the record in Lightning Experience. Activate duplicate rules and add alerts to page layouts.
- Show Duplicate Records in Salesforce Classic
If a record duplicates other records, you can alert sales reps when they open the record in Salesforce Classic by activating duplicate rules.
