How to Create Duplicate Rules in Salesforce

Julie Contino |
 Learn Salesforce |
 May 16, 2022

In today’s video, we’re going to show you how to set up duplicate rules in Salesforce. Duplicate Rules help detect records that may contain the same information as a previously created record. This is a helpful tool to prevent duplicate data in your org and making sure that the data in your org is clean. In order to set up duplicate rules in Salesforce, follow these steps:

1. Navigate to Setup.
2. In the Quick Find box, type and navigate to Duplicate Rules.
3. Select New. Now select the object you want the duplicate rule to be on.
4. Enter a name for the rules, a description of what the rule does, and security settings.
5. Now, select what happens when a user creates a duplicate.
6. Next, select the matching rule that determines how a record would be identified as a duplicate record.
7. Activate and Save.

For more educational videos be sure to subscribe to our Youtube channel. or subscribe to our blog to receive weekly updates on the Salesforce topics you want to hear about. If you still need assistance with your Salesforce org, feel free to reach out to us. We can provide a free consultation or discuss our Salesforce implementation and consultation services.

Julie Anna Contino

Julie Anna Contino

Jr. Developer

Julie Anna is a junior developer with a passion for learning and problem-solving. She graduated with a Bachelor's degree in Computer Science and has four years of development experience. She's excited to be a part of the Salesforce ecosystem and combine her previous experience with her passion for helping clients thrive.

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