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Data Quality
Customize Duplicate Management

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Customize Duplicate Management

Configure duplicate management to align with other customizations you make and detect duplicates missed by standard rules. Customize the user interface for handling duplicates: For example, block users from creating duplicates instead of just warning them, or run different duplicate rules for different user profiles. Customize the logic used to identify duplicates: For example, include a custom field in a matching rule, specify field mapping, or customize matching criteria on fields.

Required Editions

Available in: Lightning Experience and Salesforce Classic
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create, edit, or delete duplicate rules and matching rules: Customize Application
To activate and deactivate duplicate rules and matching rules: Customize Application
To view duplicate rules and matching rules: View Setup and Configuration
  • Duplicate Rules
    A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
  • Matching Rules
    A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
 
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