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.
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Julie Anna Contino
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.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.