What Is A Duplicate Rule at Dale Duffin blog

What Is A Duplicate Rule. You can think of it this way — the duplicate rule is the bow from which the arrow (matching rule) is shot. A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. However, the rule only runs on edited records. Explore standard and custom matching criteria. Learn how matching rules and duplicate rules work together to prevent duplicate data in salesforce. You can configure a duplicate rule to perform an action when a record is created or edited. Matching rules identify what fields and how to match; Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules. Duplicate rules use those matching rules to determine when and where to find duplicates. A duplicate rule uses matching rules to find potential duplicates. Salesforce can identify duplicates using a combination of matching and duplicate rules. The target that the arrow strikes is the duplicate record. Duplicate rules are used to define the action that salesforce should take when the user is editing.

Duplicate rules are used to define the action that salesforce should take when the user is editing. Duplicate rules use those matching rules to determine when and where to find duplicates. A duplicate rule uses matching rules to find potential duplicates. Explore standard and custom matching criteria. Salesforce can identify duplicates using a combination of matching and duplicate rules. A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. You can think of it this way — the duplicate rule is the bow from which the arrow (matching rule) is shot. Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules. You can configure a duplicate rule to perform an action when a record is created or edited. Matching rules identify what fields and how to match;

How to create duplicate rules in salesforce Einstein Hub SalesForce Guide

What Is A Duplicate Rule You can configure a duplicate rule to perform an action when a record is created or edited. You can think of it this way — the duplicate rule is the bow from which the arrow (matching rule) is shot. Matching rules identify what fields and how to match; Duplicate rules use those matching rules to determine when and where to find duplicates. Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules. A duplicate rule uses matching rules to find potential duplicates. Salesforce can identify duplicates using a combination of matching and duplicate rules. The target that the arrow strikes is the duplicate record. Explore standard and custom matching criteria. A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Duplicate rules are used to define the action that salesforce should take when the user is editing. You can configure a duplicate rule to perform an action when a record is created or edited. Learn how matching rules and duplicate rules work together to prevent duplicate data in salesforce. However, the rule only runs on edited records.