In Lightning Experience, when you’ve created and activated duplicate rules, duplicates are detected even before a record is saved. It’s like a magic show without the cape and wand! If your users try to enter data on a record, edit data on a record, or save a record identified as a possible duplicate, here’s what they see.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
As soon as a user enters or edits data on a record, duplicate rules run. A general alert appears if duplicates are detected—not the customizable alert associated with your duplicate rules. The alert includes the number of potential duplicates. This number includes only the records the user has access to, even if the duplicate rule’s record-level security was set to Bypass sharing rules
. Users can click the alert to review the matching Salesforce records.
If your users try to save a record identified as a possible duplicate, here’s what they see.
- 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 above the system-generated message (2).
- If your duplicate rule allows users to save a record even though it might be a possible duplicate, they can close this dialog and save the record like they normally would. If your duplicate rule blocks users from saving a record that is a possible duplicate, 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 (3) 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). 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.