There will be times, we all need to create a duplicate rule and matching rule in Salesforce. And here, I will explain how to create a duplicate rule and matching rule in salesforce. We will also discuss, how to make duplicate rule and matching rule in Salesforce.
Recently, I was working in Salesforce, where we got a requirement for duplicate rule in Salesforce. So, in this blog, I will also explain, how to create a duplicate rule and matching rule in Salesforce.
So, we will cover these topics in this Salesforce tutorial.
- How to create duplicate rule and matching rule in salesforce
- How to create duplicate rule and matching rule in salesforce lightning
- How to create duplicate rule and matching rule in salesforce classic
- How to make a duplicate rule and matching rule in salesforce
- How to use a duplicate rule and matching rule in salesforce
How to create duplicate rule and matching rule in salesforce
A duplicate rule is defined as a rule when the users sight a record with duplicates or start generating duplicate records. The duplicate rule in salesforce provides a standard duplicate rule for businesses.
A matching rule is a rule that defines how duplicate records are recognized in duplicate rules and in duplicate jobs.
The matching rule in salesforce gives the standard matching rule for a business and person contact, account, etc.
In the way we understood about the duplicate rule and matching rule, let’s move ahead and see how to create a duplicate rule and matching rule in Salesforce. We will explore both the salesforce experiences: Salesforce lightning and Salesforce Classic.
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How to create duplicate rule and matching rule in salesforce lightning
Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.
Walter Inc is a USA -based company that might be creating a duplicate rule and matching rule in salesforce to manage the financials.
Follow the below steps on how to create a duplicate and matching rule in salesforce lightning:-
Step-1: Login to the salesforce account, go to setup, and then search Duplicate rule from Quick Find Box.
Step-2: Click on the Duplicate rule, All duplicate Rules page is open then click on the New Rule option.
Step-3: After clicking on the New Rule option, The New Duplicate Rule Expense page is open. Now edit the duplicate rule, fill in the rule details the rule name is the USA Expense Duplicate rule then fill in the description.
Now specify what happens when a user tries to save a duplicate record, Action on create is allowed.
Step-4: After filling in the detail of the duplicate rule, now creating the matching rule. Under the Matching rule select the create new matching rule option.
Step-5: After clicking on create new matching rule option, the Matching Rule page is open. Under the matching rule fill in the rule details.
Firstly fill in the rule name which is the USA Expenses Duplicate rule after that fill in the Unique name and then match the criteria and after that click on save.
Step-6: After clicking on the save option. The USA Expense Duplicate rule matching rule is created. Now activate this matching rule by simply clicking on the activate option.
Step-7: After activating the matching rule, Now again click on the duplicate rules.
Step-8: Again clicking on the duplicate rule, you can see that the USA Expense Duplicate rule is created now activate the rule by simply clicking on the activate option.
Step-9: After activating the duplicate rule, Search sales in the app launcher then click on the expense object that is present in the nav bar.
Step-10: After clicking the object, the Expense object page is open. Click on the New option.
Step-11: After clicking on the New option the information field are open. Fill in the complete information. After filling in the information, if any duplicate record is present then the pop-up message is shown as Similar Records Exist. Click on the View duplicates.
Step-12: After clicking on the view duplicate, the duplicate records are shown on the screen.
So, with this, we have understood how to create duplicate rule and matching rule in salesforce lightning.
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How to create duplicate rule and matching rule in salesforce classic
Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience.
Follow the below steps on How to create a duplicate and matching rule in salesforce classic:-
Step-1: Login to the salesforce account, go to setup, and then search Duplicate rule from Quick Find Box.
Step-2: Click on the Duplicate rule, All duplicate Rules page is open then click on the New Rule option and select the object.
Step-3: After clicking on the New Rule option, The Project USA page is open. Now edit the duplicate rule, fill in the rule details the rule name is the Project USA Duplicate rule then fill in the description.
Now specify what happens when a user tries to save a duplicate record, Action on create is allowed.
Step-4: After filling in the detail of the duplicate rule, now creating the matching rule. Under the Matching rule select the create new matching rule option.
Step-5: After clicking on create new matching rule option, the Matching Rule page is open. Under the matching rule fill in the rule details.
Firstly fill in the rule name which is the Project USA Duplicate rule after that fill in the Unique name and then match the criteria and after that click on save.
Step-6: After clicking on the save option. The Project USA Duplicate rule matching rule is created. Now activate this matching rule by simply clicking on the activate option.
Step-7: After activating the matching rule, Now again click on the duplicate rules.
Step-8: Again clicking on the duplicate rule, you can see that the Project USA Duplicate rule is created now activate the rule by simply clicking on the activate option.
This is how we understand how to create a duplicate rule and matching rule in salesforce classic.
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How to make a duplicate rule and matching rule in salesforce
A duplicate rule assist us to explain what occur when are viewing a records with duplicate or start making a duplicate records.
A matching rule assist us to explained how duplicate records are recognised in duplicate rule.
Follow the below steps on how to make a duplicate and matching rule in salesforce:-
Step-1: Login to the salesforce account, go to setup, and then search Duplicate rule from Quick Find Box.
Step-2: Click on the Duplicate rule, All duplicate Rules page is open then click on the New Rule option.
Step-3: After clicking on the New Rule option, The USA Employee page is open. Now edit the duplicate rule, fill in the rule details the rule name is the US Employee Duplicate rule then fill in the description.
Now specify what happens when a user tries to save a duplicate record, Action on create is allowed.
Step-4: After filling in the detail of the duplicate rule, now creating the matching rule. Under the Matching rule select the create new matching rule option.
Step-5: After clicking on create new matching rule option, the Matching Rule page is open. Under the matching rule fill in the rule details.
Firstly fill in the rule name which is the USA Employee Duplicate rule after that fill in the Unique name and then match the criteria and after that click on save.
Step-6: After clicking on the save option. The USA Employee Duplicate rule matching rule is created. Now activate this matching rule by simply clicking on the activate option.
Step-7: After activating the matching rule, Now again click on the duplicate rules.
Step-8: Again clicking on the duplicate rule, you can see that the Us Employee Duplicate rule is created now activate the rule by simply clicking on the activate option.
So, with this, we have understood how to make duplicate rule and matching rule in salesforce.
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How to use a duplicate rule and matching rule in salesforce
In salesforce, duplicate rule is defined as a rule that provides a standard duplicate rule for businesses.
Follow the below steps on how to use a duplicate and matching rule in salesforce:-
Step-1: Login to the salesforce account, go to setup, and then search Duplicate rule from Quick Find Box.
Step-2: Click on the Duplicate rule, All duplicate Rules page is open then click on the New Rule option.
Step-3: After clicking on the New Rule option, The USA Student page is open. Now edit the duplicate rule, fill in the rule details the rule name is the USA Student Duplicate rule then fill in the description.
Now specify what happens when a user tries to save a duplicate record, Action on create is allowed.
Step-4: After filling in the detail of the duplicate rule, now creating the matching rule. Under the Matching rule select the create new matching rule option.
Step-5: After clicking on create new matching rule option, the Matching Rule page is open. Under the matching rule fill in the rule details.
Firstly fill in the rule name which is the USA Student Duplicate rule after that fill in the Unique name and then match the criteria and after that click on save.
Step-6: After clicking on the save option. The USA Student Duplicate rule matching rule is created. Now activate this matching rule by simply clicking on the activate option.
Step-7: After activating the matching rule, Now again click on the duplicate rules.
Step-8: Again clicking on the duplicate rule, you can see that the USA Student Duplicate rule is created now activate the rule by simply clicking on the activate option.
This is how we understand how to use duplicate rule and matching rule in salesforce.
Conclusion
In this tutorial, we have learned how to create duplicate rule and matching rule in salesforce, and also we have covered how to use a Duplicate rule and matching rule in salesforce. This can be performed on both salesforce lightning and salesforce classic.
- How to create duplicate rule and matching rule in salesforce
- How to create duplicate rule and matching rule in salesforce lightning
- How to create duplicate rule and matching rule in salesforce classic
- How to make a duplicate rule and matching rule in salesforce
- How to use a duplicate rule and matching rule in salesforce
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.