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            Customize Duplicate Rules

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            Customize Duplicate Rules

            Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules.

            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: Customize Application
            To activate and deactivate duplicate rules: Customize Application
            To view duplicate rules: View Setup and Configuration

            To see the duplicates detected by a duplicate rule, users must have Read access to the object defined in the rule.

            1. From Setup, use the Quick Find box to find Duplicate Rules.
            2. To edit a rule, click the rule name, and click Edit. To create a rule, click New Rule, and select the object you want the rule to apply to.
            3. Enter the rule details, including a name, description, and record-level security settings.
              If you’re working toward complying with various data protection and privacy regulations, consider excluding personal data from the name and description.
            4. Select the actions you want to occur when a user starts creating a duplicate.
              The default actions are to alert users when they start to create a duplicate, and report on duplicates created when users create or edit records. You can customize the provided alert text.
              Default actions and alert text for a standard duplicate rule: On create, allow duplicates, show alert, report on duplicates created. On edit, allow duplicates and report on duplicates created. Alert text is "Use one of these records?"
            5. In the Matching Rules section, select the object to compare records on. Then select the matching rule that determines how records are identified as duplicates.
              The list includes all available matching rules for the selected object.
              Tip
              Tip

              If you want to use a new custom matching rule, we recommend that you finish creating your duplicate rule before selecting Create New Matching Rule. Then create and activate the matching rule. The new matching rule is automatically associated with the duplicate rule.

            6. Select the field mapping for each matching rule, if needed.
              If the matching rule compares records on two different objects or uses custom fields, consider the following:
              • Decide how you want to compare the fields on the first object to the fields on the second object. For example, map a custom field called Work Email to the standard Email field.
              • If two text fields with different maximum lengths are compared, data in the fields can be truncated before a match is determined.
            7. If you want your duplicate rule to run only when specific conditions are met, enter the conditions.
              For example, the rule runs only if a user with a certain profile or role creates a record. Or set a condition for the rule to run only if the record includes a specific country, state, or province.
            8. Save and activate the rule.
              For the activation to succeed, all associated matching rules must be active.
            9. If you have more than one active duplicate rule for a particular object, consider adjusting the order in which the rules are processed. Reorder rules by clicking Reorder on any rule’s detail page.
              Tip
              Tip If the first duplicate rule finds a match for a particular record, subsequent duplicate rules skip that record. Arrange your duplicate rules so that rules with the Block option run before rules with the Allow option.
             
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