Set Up and Maintain Your Salesforce Organization Duplicate Rule Reference
Duplicate Rule Reference
Here’s some additional information that will help you understand how duplicate rules work and how to use them.
IN THIS SECTION:
Standard Duplicate Rules
Standard account, contact, and lead duplicate rules are set up and activated by default. To use the standard person account duplicate rule, enable person accounts, and then activate the standard person account matching and duplicate rules in Setup. Duplicate rules define what happens when users try to save a duplicate record. Each standard duplicate rule has a corresponding standard matching rule that determines how two records are identified as duplicates.
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
Available in: Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Standard Duplicate Rules
Standard account, contact, and lead duplicate rules are set up and activated by default. To use the standard person account duplicate rule, enable person accounts, and then activate the standard person account matching and duplicate rules in Setup. Duplicate rules define what happens when users try to save a duplicate record. Each standard duplicate rule has a corresponding standard matching rule that determines how two records are identified as duplicates.
EDITIONS
Available in: Salesforce
Classic and Lightning
Experience
IN THIS SECTION:
Standard Account Duplicate Rule
Like all duplicate rules, the standard duplicate rule used for account records defines what happens when you try to save a duplicate record. If you try to save a new account, Salesforce shows an alert.
Available in: Professional,
Enterprise, Performance,
Unlimited, and Developer
Editions
Standard Person Account Duplicate Rule
The standard duplicate rule used for person accounts defines what happens when you try to save a duplicate person account record.
To use this rule, enable person accounts, and then activate the standard person account matching and duplicate rules in Setup.
Standard Contact Duplicate Rule
Like all duplicate rules, the standard duplicate rule used for contact records defines what happens when you try to save a duplicate record. If you try to save a new contact, Salesforce shows an alert. This rule matches contacts that duplicate other contacts and leads that duplicate contacts. If your org was created before Summer ’17, your default duplicate rule matches only contacts that duplicate other contacts. However, a new rule which matches leads that duplicate contacts is available to activate in Setup.
Standard Lead Duplicate Rule
Like all duplicate rules, the standard duplicate rule used for lead records defines what happens when you try to save a duplicate record. If you try to save a new lead, Salesforce shows an alert. This rule matches leads that duplicate other leads and contacts that duplicate leads. If your org was created before Summer ’17, your default duplicate rule matches only leads that duplicate other leads.
However, a new rule which matches contacts that duplicate leads is available to activate in Setup.
Standard Account Duplicate Rule
Like all duplicate rules, the standard duplicate rule used for account records defines what happens when you try to save a duplicate record. If you try to save a new account, Salesforce shows an alert.
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Set Up and Maintain Your Salesforce Organization
Rule Details
Rule Name
Description
Object
Record-Level Security
Standard Account Duplicate Rule
Identify accounts that duplicate other accounts.
Account
Enforce Sharing Rules
Actions
Actions specify what happens when you try to save a duplicate record.
Action On Create
Action On Edit
Alert Text
Allow: Alert and Report
Allow: Report
Use one of these records?
Matching Rules
Matching rules define how duplicates are identified. At least 1 matching rule must be specified for a duplicate rule.
Compare Account With
Matching Rule
Matching Criteria
Field Mapping
Accounts
Standard Account Matching Rule
Matching rule for account records
Mapping Selected
Duplicate Rule Reference
Standard Person Account Duplicate Rule
The standard duplicate rule used for person accounts defines what happens when you try to save a duplicate person account record.
To use this rule, enable person accounts, and then activate the standard person account matching and duplicate rules in Setup.
Duplicate Rule
Rule Name
Description
Object
Record-Level Security
Standard Person Account Duplicate Rule
Duplicate rule for person account records
Person account
Enforce Sharing Rules
Actions
Actions specify what happens when you try to save a duplicate record.
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Set Up and Maintain Your Salesforce Organization Duplicate Rule Reference
Action On Create
Action On Edit
Alert Text
Allow: Alert and Report
Allow: Report
Use one of these records?
Matching Rules
Matching rules define how duplicates are identified. At least 1 matching rule must be specified for a duplicate rule.
Compare Account With
Matching Rule
Matching Criteria
Field Mapping
Person Accounts
Standard Person Account Matching Rule
Matching rule for person account records
Mapping Selected
Standard Contact Duplicate Rule
Like all duplicate rules, the standard duplicate rule used for contact records defines what happens when you try to save a duplicate record. If you try to save a new contact, Salesforce shows an alert. This rule matches contacts that duplicate other contacts and leads that duplicate contacts. If your org was created before Summer ’17, your default duplicate rule matches only contacts that duplicate other contacts. However, a new rule which matches leads that duplicate contacts is available to activate in Setup.
Rule Details
Rule Name
Description
Object
Record-Level Security
Standard Contact Duplicate Rule
Identify contacts that duplicate other contacts and leads.
Contact
Enforce Sharing Rules
Actions
Actions specify what happens when you try to save a duplicate record.
Action On Create
Action On Edit
Alert Text
Allow: Alert and Report
Allow: Report
Use one of these records?
Matching Rules
Matching rules define how duplicates are identified. At least 1 matching rule must be specified for a duplicate rule.
Compare Account With
Contacts and leads
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Set Up and Maintain Your Salesforce Organization Duplicate Rule Reference
Matching Rule
Matching Criteria
Field Mapping
Standard Contact Matching Rule, Standard Lead Matching Rule
Matching rule for contact and lead records
Mapping Selected
Standard Lead Duplicate Rule
Like all duplicate rules, the standard duplicate rule used for lead records defines what happens when you try to save a duplicate record.
If you try to save a new lead, Salesforce shows an alert. This rule matches leads that duplicate other leads and contacts that duplicate leads. If your org was created before Summer ’17, your default duplicate rule matches only leads that duplicate other leads. However, a new rule which matches contacts that duplicate leads is available to activate in Setup.
Rule Details
Rule Name
Description
Object
Record-Level Security
Standard Lead Duplicate Rule
Identify leads that duplicate other leads and contacts.
Lead
Enforce Sharing Rules
Actions
Actions specify what happens when you try to save a duplicate record.
Action On Create
Action On Edit
Alert Text
Allow: Alert and Report
Allow: Report
Use one of these records?
Matching Rules
Matching rules define how duplicates are identified. At least 1 matching rule must be specified for a duplicate rule.
Compare Account With
Matching Rule
Matching Criteria
Field Mapping
Leads and contacts
Standard Lead Matching Rule, Standard Contact Matching Rule
Matching rule for lead and contact records
Mapping Selected
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