An administrator at Vanguard Logistics needs to implement duplicate management to detect and prevent duplicate records on a newly created custom object named Vendor. What is the correct sequence of configuration steps required to fully set up and enforce duplicate detection?
- 1Create a custom Matching Rule on the Vendor object defining the matching criteria fields and equation logic.
- 2Activate the custom Matching Rule.
- 3Create a new Duplicate Rule for the Vendor object and associate it with the activated Matching Rule.
- 4Configure the Duplicate Rule enforcement actions (such as Block or Allow with Alert and Report) and operations settings.
- 5Activate the Duplicate Rule.
Answer
The correct sequence starts with creating the custom Matching Rule, activating it, creating the Duplicate Rule and associating the activated Matching Rule, configuring the Duplicate Rule actions (Block/Allow, Alert, Report), and finally activating the Duplicate Rule.
Configuring Salesforce duplicate management requires setting up comparison logic before defining user actions. First, an administrator creates and activates a Matching Rule. Next, the administrator creates a Duplicate Rule, assigns the active Matching Rule, configures enforcement actions (Block/Allow, Alert, Report), and activates the Duplicate Rule to launch duplicate enforcement.
Step-by-Step Solution
Key Concept
Salesforce Duplicate Management Configuration Order
Estimated Time:1m 30s