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The reasoning behind this would be to use a visibility filter on the Potential Duplicate box to hide it if the duplicates are zero. Having the box there permanently makes it less relevant to reps so they ignore it most of the time.

 

#Record Visibility  #Page Layout  #Lightning Record Page

3 个回答
  1. 2021年10月7日 04:40

    Hi,

     

    Why don't you crete a report on duplicates:

    https://help.salesforce.com/s/articleView?id=sf.duplicate_management_custom_report_types.htm&type=5

    and group it by Duplicate Report set name. I usually also group it by Name (ie for Contact, Fll Name)

    You can add a chart to it and save it in a shared folder

    This means your duplicate rule needs to be set to "Allow" and Report needs to be checked for creation and update.

     

    You can now add a report chart element to the object lightning page and filter by Contact ID.

    You can now clearly see if there is a graph or not on the page. Unfortunately, you cannot use the visibility functionality here unless you recreate the roll up functionality with flows to see if there are Duplicate Record Items assoicated to the record and update a field with the number of Duplicate Record Items records. You can then state that Number field has to be greater than 0

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