A duplicate rule can be applied to any custom object or selected standard object, like Account, contact, leads, etc. It will simply check at the time or either record creation, update, or both, according to the selected matching rule, and will act according to a specific flow. So now let’s create one to check it’s functionality.

First go to Setup|Data Management|Duplicate Management|Duplicate Rules, and then create a new New Rule.

Now select the object for which you want to create a duplicate rule. For this example I’ll select the custom object book that I have in my org. Then You need to fill the details of the rule.

In select a matching rule you need to select the matching rule which will be used by the duplicate rule. If you have a predefined rule then you can use it, or you can just select –Create New Matching Rule–. If you select create a new matching rule option then you’ll be redirected to the matching rule creation page once the duplicate rule is saved. All the mapping in this case will be automatically done.

Once this is done click on save.

For the output of this rule we will go to the object for which this rule was created. Here I have records whose duplicate we can create to check the rule. Make sure that the rule is activated and then clone a record and save without editing anything. It’ll throw an error like this:

That’s all about creating the Duplicate Rules in Salesforce, for any further queries feel free to contact us at:

https://wedgecommerce.com/contact-us/

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