Hi, I am working on managing duplicate records on a custom object that contains very few fields :
- Two Master-Detail fields (Account, Contact)
- Some Formula fields
- and the usual standard fields (created by, last modified...)
I know that Formula fields and the standards fields are not supported in the matching rule. Also, I know that a matching rule can only have one lookup relationship field, but we actually only use these two M-D fields to create a record.
Salesforce asks to add another field for the matching rule, but no other fields are supported/available for the matching rule.
Have you faced similar issue? Thanks
1 answer
Hi John,
Just for kicks, how do you want to determine whether two records are a duplicate of each other?
If you're trying to match on your lookup, does that mean for your business that your custom object can only have 1 related record for any given Account or Contact?
Custom Object - Record: John Smith Farms
Related Records - Community Relationships:
Washington Farm Review (lookup to Account)
Idaho Farm Aid (lookup to Account)
Washington Farm Review (lookup to Account) - Blocked due to duplicate matching rule
So, your duplicate rule would prevent someone from creating another record for 'Washington Farm Review' related to John Smith Farms.
Is that what you're going for?
