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Difficulty: EasyDuplicate Management and Matching Rules

A Salesforce administrator built and activated a custom Matching Rule on the Contact object to identify matching First Name, Last Name, and Email fields. However, users can still save duplicate records without receiving any warnings or prevention messages. Which configuration step must the administrator take to enforce duplicate blocking?

  1. Create and activate a Duplicate Rule on the Contact object that references the Matching Rule and sets the Action on Create to Block.Answer
  2. B
    Edit the Matching Rule definition to change the execution action parameter from Allow to Block.
  3. C
    Assign the custom Matching Rule to the active Contact Page Layout under Record Type settings.
  4. D
    Write a custom validation rule on the Contact object that calls the Matching Rule unique identifier.

Answer

The administrator must create and activate a Duplicate Rule on the Contact object that references the Matching Rule and sets the creation action to Block.
Matching rules determine how duplicate records are identified by defining matching criteria. To enforce restrictions such as blocking or alerting users upon record creation, an administrator must create and activate a Duplicate Rule that references the Matching Rule and sets the Action on Create setting to Block.

Step-by-Step Solution

1
Understand the difference between Matching Rules and Duplicate Rules.
Recognize that a Matching Rule strictly defines criteria to identify duplicate records, whereas a Duplicate Rule determines the action taken when duplicates are detected.
Activating a Matching Rule alone does not enforce blocking or alerting during record entry.
2
Identify the missing configuration component.
Determine that a Duplicate Rule must be created, linked to the Matching Rule, and configured with a 'Block' action on creation.
Without an active Duplicate Rule, Salesforce will not trigger duplicate prevention behaviors.

Key Concept

Separation of Matching Rules (criteria definition) and Duplicate Rules (action enforcement)
Estimated Time:45s
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Topics

Duplicate Management and Matching Rules

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