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Difficulty: MediumDuplicate Management and Matching Rules

A Salesforce administrator at Zenith Logistics is configuring duplicate management on the Lead object to improve data hygiene. The administrator has already built and activated a custom Matching Rule. Which two settings or actions are configured directly within a Duplicate Rule to control record processing and user notifications when duplicate records are detected?

  1. Specify whether to Allow or Block the saving of a record identified as a duplicate during creation or editing.Answer
  2. Determine whether to display an Alert to the user and generate a Report when duplicates are found.Answer
  3. C
    Select fuzzy matching algorithms and matching methods for specific lead fields such as First Name or Company.
  4. D
    Define boolean logic and match keys for field-to-field comparison criteria between Lead and Contact records.

Answer

The settings configured directly within a Duplicate Rule are specifying whether to Allow or Block record saving and determining whether to Alert the user and Report on duplicate detection.
Duplicate Rules define the operational behavior whenever duplicate records are identified by a Matching Rule. Administrators configure whether the system should Allow or Block the record from being saved upon creation or edit, and whether to trigger an Alert to the user and log the occurrence for Reporting.

Step-by-Step Solution

1
Distinguish between Matching Rule responsibilities and Duplicate Rule responsibilities in Salesforce.
Matching Rules evaluate data using algorithms (exact/fuzzy) and criteria to identify duplicates. Duplicate Rules dictate the operational outcome once a match is found.
Clear separation of duties prevents misconfiguring execution behavior versus identification logic.
2
Identify duplicate handling outcomes available in a Duplicate Rule configuration.
Duplicate Rules allow setting actions on Create and Edit (Block or Allow), toggling on-screen Alerts, and generating Reports (Duplicate Record Sets).
These settings determine user interaction and administrative tracking when duplicate records are encountered.

Key Concept

Duplicate Rule vs Matching Rule Configuration Responsibilities
Estimated Time:1m 30s
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Topics

Duplicate Management and Matching Rules

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