I have activated the lead/contact duplicate rule as suggested in https://www.salesforceben.com/6-salesforce-duplicate-rules-you-need-to-activate-right-now/ and updated a lead record but the duplicate record was not generated. Any thought why it would fail? Do I need to update the specific field?
2 comments
Hi @Yogesh Biyani are you aiming to block duplicates or allow duplicates? Will love to get more clarity on what is failing!
By configuring the duplicate rule, you can decide to alert/report or block on both create or edits on the record.