I want to prevent users in a certain role create a contact if the email address and account is the same as an existing record. I've tried a matching rule and duplicate rule but it is not working, I've changed my role to match and can still create records. What am I doing wrong?
7 Antworten
Hi @Sara Monksfield - Good to hear that you were able to fix it.
Could you please mark best answer from above suitable answer to close this thread?
