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
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