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Difficulty: EasyDuplicate Management and Matching Rules

A Salesforce administrator creates and activates a custom Matching Rule on the Contact object to match records using First Name, Last Name, and Email. However, when users enter a duplicate contact, Salesforce allows the record to save without displaying a warning or blocking the entry. Which configuration step was omitted?

  1. Creating and activating a Duplicate Rule that references the custom Matching RuleAnswer
  2. B
    Setting the action on create to 'Alert' within the custom Matching Rule configuration settings
  3. C
    Building a custom Validation Rule to evaluate and enforce the matching criteria on record save
  4. D
    Enabling Organization-Wide Defaults for Contact matching under Data Management settings

Answer

Creating and activating a Duplicate Rule that references the custom Matching Rule is required to enforce actions like Alert or Block when duplicate records are created.
Matching rules define how duplicate records are identified (the matching logic), whereas Duplicate Rules specify what action Salesforce takes when a duplicate is found (such as Alerting, Blocking, or Reporting). Activating a matching rule without a corresponding active duplicate rule will not alter the record creation behavior for users.

Step-by-Step Solution

1
Understand the role of Matching Rules
Matching rules specify the matching algorithm and field comparison criteria to find duplicate candidates.
Matching rules alone do not perform actions when duplicate records are found.
2
Understand the role of Duplicate Rules
Duplicate rules reference matching rules and define what happens when a user creates or updates a record that matches existing records.
Actions such as Alert, Block, and Report are defined at the Duplicate Rule level.
3
Identify the missing step
Since no action is triggering upon save, a Duplicate Rule linking to the Matching Rule has not been set up or activated.
Without an active Duplicate Rule, Salesforce will not trigger duplicate warnings or block creation.

Key Concept

Separation of Matching Rules and Duplicate Rules in Salesforce
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Topics

Duplicate Management and Matching Rules

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