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Standard Account Duplicate Rule
The standard account duplicate rule defines what happens when a user views an account with duplicates or starts to create a duplicate account. It’s activated by default.
Rule Details
| Field | Value |
|---|---|
| Rule Name | Standard Account Duplicate Rule |
| Description | Handle accounts that duplicate other accounts. |
| Object | Account |
| Default Record-Level Security Setting | Enforce Sharing Rules |
Actions
An action specifies what happens when a user starts creating a duplicate record.
| Field | Value |
|---|---|
| Default Action On Create | Allow: The user is alerted but allowed to create the record. |
| Default Action On Edit | Allow: You can generate a report of duplicates created when this rule runs. |
| Customizable Alert Text | Use one of these records? |
Matching Rules Included in This Duplicate Rule
| Field | Value |
|---|---|
| Matching Rule | Standard Account Matching Rule |
| Description | Match accounts that duplicate other accounts. |
| Default Field Mapping | Mapping Selected |
See Also
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