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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 respostas
  1. 6 de out. de 2022, 07:12

    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?

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