To configure Data.com Duplicate Management more effectively, it’s important to understand some key concepts.
Available in: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Duplicate Rules Duplicate rules are used to control whether and when you can save duplicate records within Salesforce.
Matching Rules Matching rules are used to identify duplicate records within Salesforce.
Duplicate Record Sets Quickly see a list of duplicate records, grouped into duplicate sets, by clicking the Duplicate Record Sets tab. To do so, your organization needs to use the report action with its duplicate rules.
Duplicate Error Logs If your organization uses Data.com Duplicate Management, you can view any system errors that prevent the duplicate rules or matching rules from running successfully.
How Duplicate Management Affects Your Users When you’ve set up and activated Duplicate Manage features in Salesforce, here’s what your users see when they try to enter data for or save a record identified as a possible duplicate.