Considerations for Using Duplicate Management. salesforce Salesforce Organization

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Set Up and Maintain Your Salesforce Organization Considerations for Using Duplicate Management

Duplicate Management FAQs

Answers to common questions about Data.com Duplicate Management.

Considerations for Using Duplicate Management

Data.com Duplicate Management includes limits for duplicate rules, matching rules, and duplicate record sets.

Considerations for Duplicate Rules

•

Duplicate rules are available for accounts, contacts, leads, and custom objects. All other objects, including Opportunities and Person

Accounts, are not currently supported.

•

Duplicate rules don’t run when:

–

Records are created using Quick Create.

–

Leads are converted to accounts or contacts and your organization doesn’t have the “Use Apex Lead Convert” permission.

–

Records are restored with the Undelete button.

–

Records are added using Lightning Sync.

–

Records are manually merged.

–

A Self-Service user creates records and the rules include conditions based on the User object.

–

Duplicate rule conditions are set for lookup relationship fields and records with no value for these fields are saved. For example, you have a condition that specifies a duplicate rule only runs when

Campaign DOES NOT CONTAIN ‘Salesforce’

Then, if you add a record with no value for the

Campaign

field, the duplicate rule doesn’t run.

•

Sometimes, if duplicate rules are set for an alert to show when duplicates are found, users are always blocked from saving records and do not see a list of duplicates. This situation happens when:

–

Records are added using the data import tools.

–

A person account is converted to a business account (and the newly created business account matches existing business accounts).

–

Records are added or edited using Salesforce APIs.

•

If you’re saving multiple records at the same time and your duplicate rules are set to

Block

Alert

, records within the same save aren’t compared to each other; they are only compared with records already in Salesforce. This behavior doesn't affect the

Report

action, and duplicate record sets include records that match other records in the same save.

•

Custom picklists are not supported when they’re included in a matching rule that’s used in a cross-object duplicate rule.

•

The customizable alert text in duplicate rules isn’t supported by the Translation Workbench.

•

Up to 5 active duplicate rules are allowed per object.

•

Up to three matching rules are allowed per duplicate rule, and each matching rule must be of a different object.

•

Starting in Spring ‘15, all new Salesforce orgs come with Duplicate Management features turned on for accounts, contacts, and leads.

New orgs come with standard account, contact, and lead duplicate rules. Each duplicate rule is associated with a matching rule. You can deactivate these rules or create custom rules.