Starting with Spring ’15, SalesForce has a duplicate management option to tighten the rules around data management to avoid duplicates. When this option is enabled, upon duplicate data creation, there is an alert for the user mentioning the potential duplicate record creation “You're creating a duplicate record. We recommend you use an existing record instead.” along with the option to override and submit.
The Standard Contact Matching Rule is “(First Name AND Last Name AND Title AND Company Name)”
However during, mass data loads, here are the steps to turn off the check:
- Go to Setup -> Data.com management -> Duplicate Management -> Matching rules
- Click on “deactivate” on the rule that is to be deactivated.
Once after the matching rule is deactivated, go to:
- Setup -> Data.com management -> Duplicate Management -> Duplicate rules
- Select the duplicate rule to deactivate, and click on “deactivate” button.
SalesForce sends an email upon successful deactivation. Now, for mass loads, the duplicate checks will be ignored. After the load, to activate the rule, follow the reverse order; Activate duplicate rule first and then matching rule.
Written by Prabha Krishnamurthy