An administrator at Solstice Solar needs to implement duplicate detection for Lead records. The business process requires identifying duplicates using exact matching on Email and fuzzy matching on Company name. Additionally, when a user attempts to create a duplicate record, the system should allow the user to save it, present an alert notification, and record the event for reporting purposes. Which two configuration steps must the administrator complete to meet these requirements?
- Create and activate a custom Matching Rule that defines the exact email and fuzzy company field comparison logic.Answer
- Create and activate a Duplicate Rule that references the matching rule and specifies the alert, allow, and reporting actions.Answer
- CConfigure the alert message and allow/block execution actions directly within the Matching Rule settings.
- DSpecify the field comparison logic and fuzzy algorithms directly inside the Duplicate Rule setup without creating a separate Matching Rule.
Answer
The administrator must create and activate a custom Matching Rule for the field comparison logic, and create and activate a Duplicate Rule to configure the alert, allow, and reporting behavior.
In Salesforce Duplicate Management, functionality is split into two components. Matching Rules specify which fields to compare and what matching algorithms (exact vs. fuzzy) to apply. Duplicate Rules select when to run matching rules and what action to take (Allow, Block, Alert, or Report) when a duplicate is found. Therefore, the administrator must create a custom Matching Rule for the comparison criteria and a Duplicate Rule to enforce the alerting and reporting behaviors.
Step-by-Step Solution
Key Concept
Separation of responsibilities between Matching Rules (determining what constitutes a duplicate) and Duplicate Rules (determining system actions when duplicates are found).