Duplicate Rule || By Rajesh Chatterjee || Delipat.

𝐏𝐥𝐞𝐚𝐬𝐞 👍 𝐋𝐢𝐤𝐞, 𝐂𝐨𝐦𝐦𝐞𝐧𝐭 𝐚𝐧𝐝, 𝐒𝐡𝐚𝐫𝐞 𝐭𝐡𝐞 𝐕𝐢𝐝𝐞𝐨.

𝐒𝐮𝐛𝐬𝐜𝐫𝐢𝐛𝐞 𝐎𝐮𝐫 𝐂𝐡𝐚𝐧𝐧𝐞𝐥 𝐅𝐨𝐫 𝐌𝐨𝐫𝐞 𝐕𝐚𝐥𝐮𝐚𝐛𝐥𝐞 𝐕𝐢𝐝𝐨𝐞𝐬.



Matching Rules And Duplicate Rules In Salesforce

Salesforce as a CRM tool holds a lot of customer data, with the data increasing with each passing day. Every business has many sales executives using Salesforce. As a result, there are high chances of data duplication.

Imagine a scenario where one of your sales executives is working with a lead and converts it into account. Another sales executive happens to manually enter the data for the same lead and starts the sales journey for it. It would create a mess.

Therefore, it is important to have proper duplicate and matching rules in place to avoid duplication of records knowingly or unknowingly.

Salesforce provides duplicate rules and matching rules that can be created and edited as per business requirements to ensure no duplication of data. A Salesforce admin must configure these rules as per business requirements.

Let us discuss matching and duplicate rules provided by Salesforce with an example.

In the Homely Food app we created, there are chances of duplication of employee records. Let us see the necessary steps we can take to avoid duplication of the employee record.

First, we will create a matching rule and then a duplicate rule to avoid duplication.
What is Matching rule in Salesforce?

The matching rule is a rule in Salesforce, that defines the basis on which a record should be identified as a duplicate record. When a record is fed to Salesforce, it firsts checks the matching rule. If the record matches an existing record as defined in the matching rule, Salesforce considers it as a duplicate record.

In the case of employee records, we want Salesforce to consider a record as duplicate if the phone number and email address of the record created is the same as an earlier record. Let us create the matching rule.