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Why is my Duplicate Rule not firing?

Knowledge Article Number 000212293
Description Under Duplicate Management, I have created a Duplicate Rule on Accounts which uses the Standard Account Matching Rule.  When I try to save a duplicate account, my duplicate rule does not appear to be firing; I am able to save the record even though another account with the same Account Name exists.
Resolution Duplicate records are identified by the fields specified within the Matching Rule.  When using a Standard Matching Rule, in order for the rule to return matches accurately, the new or edited record must include a value in the Account Name AND either the City or ZIP fields.

In order to match duplicate records based solely on the name field, simply create a custom Matching Rule and associate this to your Duplicate Rule.

For more information regarding Standard Matching Rules, see Standard Account Matching Rule

To provide feedback on our Duplicate Management feature, please visit our Community.




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