Loading
Salesforce now sends email only from verified domains. Read More
Data Quality
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Customize Duplicate Management

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data Quality

            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.
             
            Loading
            Salesforce Help | Article