If a record duplicates other records, you can alert sales reps when they open the
record in Lightning Experience. Activate duplicate rules and add alerts to page
layouts.
Required Editions
Available in: Lightning Experience
Available in: Essentials, Professional,
Enterprise, Performance, Unlimited, and
Developer Editions
User
Permissions Needed
To view duplicate rules and matching rules:
View Setup and Configuration
To create, edit, delete, activate, and deactivate duplicate rules
and matching rules:
Customize Application
In orgs created in Summer ’17 and later, standard duplicate rules and the Potential
Duplicates component are set up and activated for business accounts, contacts, and
leads. To use duplicate rules and the Potential Duplicates component for person
accounts, first enable person accounts. Then activate person account matching rules
and duplicate rules, and add the Potential Duplicates component to your person
accounts layout.
You can alert sales reps to duplicates by showing a card on record home pages.
Or you can show a temporary toast message. You can also display both types of
alerts.
In Setup, use the Quick Find box to find Lightning App
Builder.
On accounts, contacts, or leads, add the Potential Duplicates component.
Select how you want to alert sales reps to duplicates.
You can’t add the Potential Duplicates component to custom objects. However,
you can create rules to handle custom-object records that duplicate an account,
contact, or lead.
Reps who have permission to merge duplicates can choose up to three records on the
same object to merge.
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