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          Manage Duplicates One at a Time

          Manage Duplicates One at a Time

          Give your sales team the tools they need for maintaining great relationships with customers, and keep your leads, accounts, and contacts clutter free. By activating duplicate rules and the Potential Duplicates component, you can control whether and when sales reps can create duplicate accounts, contacts, and leads. You can also give them permission to merge duplicate leads, business and person accounts, and contacts.

          Required Editions

          Available in: Lightning Experience and Salesforce Classic
          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

          Watch Video DemoTake Control of Duplicates: Use Duplicate Rules and the Potential Duplicates Component (English only)

          Watch Video DemoUse Matching Rules to Hunt Down Duplicate Records (English only)

          • Stop Users from Creating Duplicate Records
            When sales reps are in the process of creating or editing a record, alert them that the data they’re entering duplicates an existing record. Or block sales reps from creating duplicate records altogether, whether or not they have access to the existing record. Activate duplicate rules and customize the settings.
          • Show Duplicate Records in Lightning Experience
            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.
          • Show Duplicate Records in Salesforce Classic
            If a record duplicates other records, you can alert sales reps when they open the record in Salesforce Classic by activating duplicate rules.
           
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