When you’ve created and activated duplicate rules and your users try to save a record that’s identified as a possible duplicate, users are given guidance on how to proceed. This is what they see in Salesforce Classic.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
- All duplicate rules include a system-generated message (1) that tells the user how many possible duplicates were found. The number of possible duplicates includes only the records the user has access to, even if the duplicate rule’s record-level security was set to Bypass sharing rules. (The Bypass sharing rule option tells the associated matching rule to compare all records, regardless of the user’s access.) If the user doesn’t have access to any of the records that are identified as possible duplicates, then this message just says there are duplicates detected and the number of duplicates isn’t included. The list of possible duplicates displayed only includes records the user has access to.
- If your duplicate rule includes an alert, it will appear beneath the system-generated message (2).
- If your duplicate rule allows users to save a record even though it might be a possible duplicate, the Save (Ignore Alert) button is present (3). If your duplicate rule blocks users from saving a record that is a possible duplicate, the Save button is present but the record cannot be saved successfully until the user makes the necessary changes to the record so it’s no longer flagged as a possible duplicate.
- The list of possible duplicates (4) includes only records the user has access to. The fields shown in the list include only fields the user has access to (up to the first 7 fields that were compared by the associated matching rule). A maximum of 5 records are displayed in this list, but if more than 5 duplicates are found, users can click Show All >> to see full list of records, up to 100. Records are listed in the order they were last modified. Users can go directly to one of the records in the list by clicking on its link.
- The highlighted fields (5) are the fields that were compared by the associated matching rule and determined to match.