A Salesforce administrator is tasked with preventing duplicate Lead records based on custom criteria. What is the correct sequence of steps the administrator must perform to configure and enforce custom duplicate management?
- 1Define a custom Matching Rule on the Lead object specifying the matching fields and match equation.
- 2Activate the custom Matching Rule.
- 3Create a Duplicate Rule on the Lead object and select the activated custom Matching Rule.
- 4Configure the actions for create/edit operations (such as Block or Allow with Alert) and activate the Duplicate Rule.
Answer
The correct sequence begins with creating the custom Matching Rule criteria, followed by activating the Matching Rule, creating the Duplicate Rule referencing the active Matching Rule, and finally setting the enforcement actions and activating the Duplicate Rule.
To set up duplicate control, an administrator must first define the matching criteria via a Matching Rule. Next, the Matching Rule must be activated so Salesforce can process the logic. Then, a Duplicate Rule is created to reference the active Matching Rule. Finally, enforcement actions (Block or Allow/Alert) are configured and the Duplicate Rule is activated to take effect.
Step-by-Step Solution
Key Concept
Order of configuration for Salesforce Matching Rules and Duplicate Rules