A Salesforce administrator at Nexus Financial Services needs to configure duplicate management for Account records to prevent duplicate submissions based on a custom Tax Identification Number field. What is the correct sequence of steps required to build, configure, and activate this duplicate prevention process in Salesforce?
- 1Create a new custom Matching Rule on the Account object using exact match logic for the Tax Identification Number field.
- 2Activate the custom Matching Rule.
- 3Create a new Duplicate Rule on the Account object and select the activated custom Matching Rule.
- 4Configure the Duplicate Rule settings, defining the action (Block or Allow) and alert behavior for Create and Edit operations.
- 5Activate the Duplicate Rule.
Answer
The correct sequence starts with creating the custom Matching Rule, activating that Matching Rule, creating the Duplicate Rule and associating the active Matching Rule, configuring the Duplicate Rule enforcement actions (Alert/Block/Report), and finally activating the Duplicate Rule.
The correct sequence begins with building the matching criteria (Matching Rule creation) and activating it. Once active, the Duplicate Rule can be created, linked to the active Matching Rule, configured with execution actions (Block/Allow/Alert/Report), and finally activated for end users.
Step-by-Step Solution
Key Concept
Salesforce Duplicate Management setup workflow requires creating and activating a Matching Rule prior to referencing it within a Duplicate Rule, configuring its actions, and activating the Duplicate Rule.
Estimated Time:1m 30s