Considerations for Using Duplicate Management in the Salesforce Mobile App
Review considerations for using duplicate management features on a mobile device.
- The Salesforce mobile app doesn’t alert users to existing duplicate accounts, contacts, or leads.
- The Salesforce mobile app does alert users when they’re about to create an account, contact, or lead that appears to duplicate an existing record.
- Each possible duplicate is shown on a “duplicate card.” The app displays a maximum of 30 duplicates (10 per object), even if there are more.
- A duplicate card displays three fields, which are derived from the search results format defined for your org, not from the associated matching rule.
- If users tap a duplicate card that appears while they’re editing or creating a record, any information they entered before tapping the card is lost.
- By default, duplicate rules run when users complete fields on a record, rather than when they save a record.
- The Salesforce mobile app doesn’t support merging of records.