Sunday, October 4, 2015 - Duplicate Management with “Standard Matching Rule”

Below is a quick cheat sheet note to enable duplicate management in using “Standard Matching Rule”. Let us consider the Account object for an example and look into steps involved for enabling duplicate management on account object.
  1. Go to Setup -> Administration

  2. Select Matching Rules
  3. Activate “Standard Account Matching Rule”
  4. Now select “Duplicate Rules” option under Administration->Duplicate Management
  5. Create a New Rule for Account Object
  6. Activate the Duplicate Rule
  7. Now when you a duplicate account record is created, you will get an alert as below

Written by Prabha Krishnamurthy


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