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Eva Sun (Mission Capital Advisors) a posé une question dans #Ask An Expert
6 juin 2017, 17:36

Contact duplicate rule not firing

I defined a duplicate rule in contact object, which suppose to trigger alerts when any duplicate contacts are created that have the same First Name, Last Name as well as Account Name. The duplicate rule and matching rule are all active. But somehow user can still create duplicate contact record.

 

Below is the screenshot of the duplicate rule.

 

Contact duplicate rule not firing

 

Any idea why?

 

Thanks!

 

 
5 réponses
  1. Mayank Srivastava (eVerge Group)
    6 juin 2017, 17:40
    Eva, two things to note:

     

    1. The duplicate rule is meant to Alert and not block. So the users will get alerted but will still be able to create the Contact. If you want to completely restrict them, set the Operations to be : Block

     

    2. The first name is set to be a Fuzzy match. Are you sure it should be fuzzy and not exact? Can you provide examples of two Contacts that shouldn't exist in the system and not bypass the matching/dupe rule?
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