Your duplicate rules work together with your matching rules to prevent users from creating duplicate records.
A matching rule determines whether the record a user is creating or updating is similar enough to other records to be considered a duplicate, whereas a duplicate rule tells Salesforce what action to take when duplicates are identified.
For example, a duplicate rule can block users from saving records that have been identified as possible duplicates, or simply alert users that they may be creating a duplicate, but allow them to save the record anyway.
Each duplicate rule requires at least one matching rule to identify which existing records are possible
duplicates.
You can configure your duplicate rule to do something when a record is created and edited. However,
the rule only runs for edited records if the fields being edited are included in the associated matching
rule.
Quickly see a list of duplicate records, grouped into duplicate sets, by clicking the Duplicate Record
Sets tab. To do so, your organization needs to use the report action with its duplicate rules.
When a user saves a record that’s identified as a duplicate by a duplicate rule with the report action:
• The saved record and all its duplicates, up to 100, will be assigned to a new or existing duplicate
record set.
• The saved record and each of its duplicates will be listed as a duplicate record item within the
duplicate record set.
• If the duplicate rule is configured to find duplicates across objects, all cross-object duplicates
will be listed as duplicate record items within the duplicate record set.
Duplicate record sets and duplicate record items can be used to do the following.
• Create custom report types
• Create custom fields
• Write validation rules, triggers, and workflow rules
• Modify the fields that can appear on the respective page layouts
If your organization uses Data.com Duplicate Management, you can view any system errors that
prevent the duplicate rules or matching rules from running successfully.
From Setup, enter Duplicate Error Logs in the Quick Find box, then select Duplicate
Error Logs. There, you can see which, if any, errors occurred. Error logs are deleted after 90 days.
Here are some scenarios that could produce an error on the log.
• The match engine used for fuzzy matching is temporarily unavailable. Therefore, any
matching rules that include fuzzy matching methods will not run.
• The Report action on duplicate rules fails because the system is unable to create a duplicate
record set.
- Matching Methods Used with Matching Rules
- Matching Algorithms Used with Matching Methods
- Match Keys Used with Matching Rules
- How Match Keys and Match Key Values Are Created
- Match Key Notation
- Pre-Defined Match Keys for Standard Matching Rules
- Normalization Criteria for Matching Rule Match Keys
Why am I getting an error saying my matching rule
uses too many OR operators within groupings?
A matching rule has a limit of 10 fields that are arranged into an equation. When a matching rule is saved, we rewrite the equation into
a standardized format that translates the OR statements to AND statements. The standardized format has a limit of 10 rows.
Example: If your matching rule includes the following equation...
(Field 1 OR Field 2) AND
(Field 3 OR Field 4) AND
(Field 5 OR Field 6) AND
(Field 7 OR Field 8)
...
it would be rewritten as
(Field 1 AND Field 3 AND Field 5 Field AND 7) OR
(Field 1 AND Field 3 AND Field 5 AND Field 8) OR
(Field 1 AND Field 3 AND Field 6 AND Field 7) OR
(Field 1 AND Field 3 AND Field 6 AND Field 8) OR
(Field 1 AND Field 4 AND Field 5 AND Field 7) OR
(Field 1 AND Field 4 AND Field 5 AND Field 8) OR
(Field 1 AND Field 4 AND Field 6 AND Field 7) OR
(Field 1 AND Field 4 AND Field 6 AND Field 8) OR
(Field 2 AND Field 3 AND Field 5 AND Field 7) OR
(Field 2 AND Field 3 AND Field 5 AND Field 8) OR
(Field 2 AND Field 3 AND Field 6 AND Field 7) OR
(Field 2 AND Field 3 AND Field 6 AND Field 8)OR
(Field 2 AND Field 4 AND Field 5 AND Field 7) OR
(Field 2 AND Field 4 AND Field 5 AND Field 8) OR
(Field 2 AND Field 4 AND Field 6 AND Field 7) OR
(Field 2 AND Field 4 AND Field 6 AND Field 8)
Although this matching rule is within the field limit, it exceeds the row limit of 10 when written in the standardized format, and therefore
can’t be saved. You need to refine the matching rule so it uses fewer OR operators within groupings.
How does duplicate prevention work with Data.com Prospector and
Data.com Clean?
Adding Records with Data.com Prospector
It depends on what your organization’s Data.com duplicate preferences are.
If your organization does not allow duplicate records to be added to Salesforce from Data.com,
then Data.com will block duplicate records from being added to Salesforce and the duplicate rule
won’t need to run. The user trying to add records from Data.com will receive an error log detailing
which records couldn’t be added because they are duplicates.
If your organization allows duplicate records to be added to Salesforce from Data.com, then the
duplicate rules will run. The duplicate rule will determine if the duplicate record is allowed or
blocked. Records that are blocked by the duplicate rule will appear in the error log.
Updating Records with Data.com Clean :
It depends on what your organization’s duplicate rules are. If your duplicate rule is set to block duplicates on edit, then a record can’t be
cleaned if cleaning creates a duplicate.
For Clean jobs, if your duplicate rule is set to block or alert, then a record can’t be cleaned if the cleaning creates a duplicate. An entity
error appears in the Clean Jobs History table for any record that can’t be cleaned during a job.
If your duplicate rule is set to allow duplicates on edit, then a record can be cleaned even if it creates a duplicate. In addition, no alert
displays when manually cleaning records even if your duplicate rule is set to alert.