Activity Forums Salesforce® Discussions How can I prevent the Creation of Duplicate rules In Salesforce?

  • Deepak

    Member
    January 28, 2020 at 12:22 pm

    Hi Anuj,

    You can use “conditions” in the duplicate rules to apply the alert to different sources of record creation as needed.

    Let’s say you want your end users to see an alert when manually creating a potential duplicate, but you also want them to be able to ignore the alert if they determine it’s not truly a duplicate. You can do that.

    Let’s also say you have another source of record creation — this could be another business unit or a third-party integration — where you would rather completely block the record from being created if the matching criteria are met. You can do that, too.

    It is very simple to do this. All you have to do is use the “conditions” in the duplicate rules to apply the rules to each scenario. Profile and username are common conditions that are leveraged for this purpose.

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