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Feature Degradation | Agentforce Voice Read More

Standard Duplicate rule does not fire

Publish Date: Apr 2, 2026
Description

Under Duplicate Management, an Administrator may have created a Duplicate Rule on Account which uses the Standard Account Matching Rule. When trying to save a duplicate Account, the Duplicate Rule does not appear to be firing, and Users are still able to save the Record even though another Account with the same Account Name exists.

Note:

Updates performed from Workflow Rules and Process Builder on the record will not trigger the Duplicate Rules, therefore the record will be saved with duplicate values even though the Duplicate Rules are set to block duplicate values on Edit. For more information, please see Triggers and Order of Execution.


Note:

In order to match duplicate records based solely on the Account Name field, Administrators should create a Custom Matching Rule and associate this Rule to the "Standard" Duplicate Rule.

Resolution

Duplicate records are identified by the fields specified in the Matching Rule. For the Standard Account Matching Rule to fire, the record must include a value in the Account Name field AND either the Billing City or Billing Zip field.


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 field AND either the Billing City or Billing Zip fields.

To match duplicate records based solely on Account Name, create a Custom Matching Rule:

(1) Go to Setup > Duplicate Management > Matching Rules,

(2) Click New Rule and select the Account object,

(3) Add Account Name as the matching field using Exact match,

(4) Activate the rule, then

(5) Associate the new rule to your existing Standard Duplicate Rule under Duplicate Rules in Setup.

For the steps and procedure, see Customize Duplicate Rules and Customize Matching Rules.

For more information regarding Standard Matching Rules, see Standard Account Matching Rule and Standard Contact Matching Rule and Standard Lead Matching Rule.    

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

NOTE:
Salesforce support video: ‘Troubleshoot Duplicate Rules not Firing’ on Youtube website.

Knowledge Article Number

000386375

 
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