Sunday, October 4, 2015

Salesforce.com - Duplicate Management with “Standard Matching Rule”

Below is a quick cheat sheet note to enable duplicate management in Salesforce.com 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 -> Data.com Administration

  2. Select Matching Rules
  3. Activate “Standard Account Matching Rule”
  4. Now select “Duplicate Rules” option under Data.com 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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