Hi,
I am trying to create custom matching rules to identify duplicates . I want to include the record type field to restrict search accounts with same record type and unable to find an option. In my scenario there could be duplicate accounts in different teams with different record types and I want to throw duplicate error only if there exists an account with same name within the same record type.
I was unable to even add a matching criteria for a custom field. Please suggest how to resolve this.
Thank you,
Aruna
11 件の回答
@Jesús Romo here are some comments:
- Duplicate Rule checking is initiated in the background every time you create or update duplicate rules. This covers the retrofit of existing records, but take heed: it runs in the background and with a large database can take quite some time to complete.
- Default field values are assigned before the field is displayed in the UI. The documentation doesn't say at what point this value is saved when the record is created without UI, but I guess it would be after all automations are run (pre and post save), if no value is assigned to that field.
- What I understand from your comment is that you have two separate requirements: (a) to ensure a single account has no more that one of each address type, and (b) that the Address object has no duplicate records. Is that correct? For (a), you could create a record-triggered flow on Address object, which counts the different address records for an account and checks there for duplicates, displaying a custom error message if the user is trying to break the rule. This would only work for new and changed address records, of course, so you'd need a way to review existing accounts. For (b) you can create a matching rule on Address, using the important (up to 5) fields such as Address Type, City (Fuzzy), ZIP (Fuzzy), State/Province, Country, then use this for a new Duplicate Rule. Once you activate the rule, this will allow you to create a report type for Addresses with Duplicates.
