Update the standard lead duplicate rule so channel managers can review duplicate deals without blocking partner submissions.
Required Editions
| Available in: Lightning Experience |
| Available in: Partner Cloud with Deal Registration for Partners enabled in Salesforce Go. |
| User Permissions Needed | |
|---|---|
| Edit duplicate rules in Setup | Customize Application |
Complete channel manager page set up. Then add the Potential Duplicates component to the Lead record page.
- In Setup, open Duplicate Rules and select Standard Lead Duplicate Rule.
- Click Edit.
- Under Action on Create, clear Alert and Block.
- Keep the duplicate rule active and save your changes.
- Submit a test deal that matches an existing lead, and verify that the duplicate appears in Potential Duplicates for channel managers.
Warning Do not deactivate the duplicate rule. Deactivation prevents duplicate detection and leaves the Potential Duplicates component empty.