Hi everyone,
I'm looking for some guidance on preventing duplicate Account records.
I found two Account records with different names but the same VAT number. This should not be allowed for records with the same record type.
Having the same VAT number across different record types is acceptable.
In addition to the VAT number, duplicate values should also not be allowed for any of the fields listed below.
I tried to solve this using a Duplicate Rule and Matching Rule, but it did not help. I was able to create the Duplicate Rule, but when configuring the Matching Rule, I could not find the Record Type
field in the matching criteria conditions.
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, you can use a formula field that removes dots, hyphens, spaces, and slashes, and uppercases everything and even the Country Prefix (if its not standardized) as Usman mentioned above. Lets call that VATnumber.
- For Country Prefix, I am assuming billing address is available, so you could use that for country code, since the duplicate match needs to run for CountryCode+VATnumber+RecordType.
- If Country Code is not available, you might want to create a list somewhere with country - VAT prefix (not ideal but should give accurate results)
Also, if possible, add some help text with preferred formatting on the VAT Number field and maybe a validation rule to help end users stick to using only - or .
