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Data Quality
Standard Person Account Duplicate Rule

Standard Person Account Duplicate Rule

The standard person account duplicate rule defines what happens when a user views a person account with duplicates or starts to create a duplicate person account. To use this rule, enable person accounts, and then activate the standard person account matching and duplicate rules in Setup.

Duplicate Rule

Setting Value
Rule Name Standard Person Account Duplicate Rule
Description Handle person accounts that duplicate other person accounts.
Object Person Account
Default Record-Level Security Setting Enforce Sharing Rules

Actions

Action options specify what happens when a user starts creating a duplicate record.

Setting Value
Default Action On Create Allow: The user is alerted but allowed to create the record.
Default Action On Edit Allow: You can generate a report of duplicates created when this rule runs.
Customizable Alert Text Use one of these records?

Matching Rules

This duplicate rule is based on the following matching rule.

Setting Value
Matching Rule Standard Person Account Matching Rule
Default Field Mapping Mapping Selected
 
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