Duplicate and Matching Rules in Salesforce are powerful features designed to help you identify, prevent, and manage duplicate records within your Salesforce organization.
These rules enable you to establish criteria and algorithms for detecting potential duplicates, ensuring that your data remains accurate and reliable. By implementing these rules, you can avoid data redundancy, reduce manual data clean-up efforts, and improve the overall user experience.
In this guide, we will delve into the world of Duplicate and Matching Rules in Salesforce. You’ll learn how to create, customize, and apply these rules to your data, ensuring that your CRM remains a valuable asset for your organization. We’ll explore the nuances of defining matching criteria, handling duplicates, and automating actions based on rule outcomes.
Whether you’re a Salesforce administrator, a data steward, or a business user responsible for data quality, this guide will equip you with the knowledge and skills to effectively implement and manage Duplicate and Matching Rules in your Salesforce environment.
Youtube Video
Before we jump too far into the post I want to mention that there is a corresponding youtube video on the Salesforce Emily youtube channel.
I will embed that here but keep scrolling to get to the good stuff!
Step-by-Step Tutorial
The first thing you’ll need to do is head over to setup.
To get there you’ll need to click on the gear icon then click setup.
Once in setup you will need to search for duplicate rules in the quick find box.
Click on “duplicate rules”.
Then, once you are in duplicate rules click ‘new rule’.
The choose whichever object you would like to create the new duplicate and matching rules for.
This will lead you to the metadata and configuration of the duplicate rule.
Here you will enter in the rule name, record-level security and actions
Next, you’ll either need to select an already made matching rule or create a new one.
Here we are creating a new matching rule that will be nested and selected for this duplicate rule.
Note: Matching rules are just a fancy way of deciding how to match duplicates. I recommend something unique to just about everyone. I.e. emails, phone numbers, etc.
When you select create new matching rule a popup will appear for you to save the current duplicate rule and jump into matching rules.
Click save duplicate rule.
Then you’ll begin to do similar metadata and configuration as you did in the duplicate rule.
Here I chose to match the leads by phone number and made it exact with out matching the blank fields.
Think about your use case when you set this up.
Next you’ll save and activate this matching rule.
Once activated, you will be redirected to the duplicate rule.
Finish the metadata and config settings with conditions.
Then save.
Finally you will need to activate this matching rule then it should be good to go!
To be extra sure this is ready for productions, create a test record to make sure the rule is working and the lightening component is visible for the users who need it!
Conclusion
A big congrats to you for making it through this blog post! We hope you found it useful!
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