Salesforce core cloud (Sales, Service & Lightning Platform) comes with a lot of features packed in.
Over the years, a lot of neat features were forgotten. Today we are going to focus on Duplication Management.
Duplication Management in Salesforce is divided into 2 major components.
Duplication Rules
The Duplication Rules defines what happens when a user views a record with duplicates or starts creating a duplicate record.
This is really the condition of when and what of the rules.
But its really an entry conditions and what should Salesforce be checking. It doesn’t contain the logic for the duplication.
There is also a limit of a maximum of 5 active rules per object and also up to 100 records sets.
For more consideration, visit Salesforce official documentation.
Consideration for Duplication Rules
Matching Rules
The Matching Rules defines how duplicate records are identified in duplicate rules and duplicate jobs.
In summary, this where the magic happens. You need to specify conditions for how and what Salesforce will consider it a duplication.
Salesforce has built-in a lot of cool features such as EXACT, FUZZY match, saving you time and resources.
Now, there is a limit of up to 5 active matching rules per object and also up to 25 active matching rules across your instance of salesforce.
Therefore, proper planning is definitely required.
For more consideration, visit Salesforce official documentation.
Consideration for Matching Rules
Visit the next article, Duplication Management by Record Type
