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Difficulty: MediumDuplicate Management and Matching Rules

An administrator at AeroFlight Systems created and activated a custom Matching Rule on the Account object to identify records with matching names and addresses. However, when users create duplicate Account records, the system does not display any alerts, block record creation, or record the duplicate in a report. Which configuration step did the administrator omit?

  1. Creating and activating a Duplicate Rule that references the Matching Rule and specifies the block or alert actionsAnswer
  2. B
    Configuring the action criteria directly within the Matching Rule settings before activation
  3. C
    Adding the Duplicate Record Items related list to the Account page layout
  4. D
    Setting the execution filter on the Matching Rule to Enforce on Create and Edit

Answer

The administrator omitted creating and activating a Duplicate Rule that references the Matching Rule to specify the alert, block, or report actions.
In Salesforce Duplicate Management, Matching Rules only specify the equation and logic used to identify duplicate records (e.g., exact or fuzzy matching on fields). To trigger system responses—such as alerting the user, blocking creation, or generating reports—an administrator must create and activate a Duplicate Rule that uses the Matching Rule.

Step-by-Step Solution

1
Differentiate between Matching Rules and Duplicate Rules in Salesforce Duplicate Management.
Matching Rules define HOW records are evaluated for duplicates (fields, algorithms, fuzzy/exact matching). Duplicate Rules define WHEN and WHAT actions occur (alert user, block creation, run on create/edit, report duplicate).
Activating a Matching Rule alone does not enforce any actions until it is tied to an active Duplicate Rule.
2
Identify the missing component based on user behavior.
Because no alerts, blocks, or reports are generated, the system lacks active Duplicate Rule enforcement.
Creating and activating a Duplicate Rule that calls the activated Matching Rule completes the setup required for enforcement.

Key Concept

Matching Rules vs. Duplicate Rules Enforcement
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Topics

Duplicate Management and Matching Rules

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