Set Up Duplicate Management in Salesforce | Salesforce
Set Up Duplicate Management in Salesforce
To use Data.com Duplicate Management in your organization, you need two separate rules: a duplicate rule and a matching rule. The duplicate rule tells Salesforce what action to take when duplicates are identified. The matching rule defines how records are compared to one another to identify possible duplicates.
Available in: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Starting in Spring ‘15, all new Salesforce orgs come with Duplicate Management features set up and activated for accounts, contacts, and leads. New orgs come with standard account, contact, and lead duplicate and matching rules.
Create Custom Report Types for Duplicate Record Reports If your organization uses the Report action with its duplicate rules, you can run reports to analyze the quality of your data and to see how well your duplicate rules are working. That way, you can fine tune your duplicate rules if needed. First, you’ll need to set up the appropriate custom report types.