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Standard Duplicate Rules
Each standard duplicate rule includes a corresponding standard matching rule that determines how records are identified as duplicates.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Standard Account Duplicate Rule
The standard account duplicate rule defines what happens when a user views an account with duplicates or starts to create a duplicate account. It’s activated by default. - 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. - Standard Contact Duplicate Rule
The standard contact duplicate rule defines what happens when a user views a duplicated contact or starts to create a record that duplicates a contact. If your org was created in Summer ’17 or later, this duplicate rule includes a cross-object matching rule: It matches contacts that duplicate other contacts and leads that duplicate contacts. If your org was created before Summer ’17, you can get the same functionality by activating a new duplicate rule available in Setup. Otherwise, your default rule matches only contacts that duplicate other contacts. - Standard Lead Duplicate Rule
The standard lead duplicate rule defines what happens when a user views a lead with duplicates or starts to create a record that duplicates a lead. If your org was created in Summer ’17 or later, this duplicate rule includes a cross-object matching rule: It matches leads that duplicate other leads and contacts that duplicate leads. If your org was created before Summer ’17, you can get the same functionality by activating a new duplicate rule available in Setup. Otherwise, your default rule matches only leads that duplicate other leads.
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