An administrator is configuring Salesforce Duplicate Management to maintain clean Lead data across the organization. Which TWO statements correctly describe the distinct roles of Matching Rules and Duplicate Rules in this setup? (Select TWO)
- Matching Rules specify the fields and matching algorithms used to compare records and identify potential duplicates.Answer
- Duplicate Rules determine the actions, such as Alert or Block, that take place when a user creates or edits a duplicate record.Answer
- CMatching Rules dictate whether a user is blocked or allowed to save a record when matching criteria are triggered.
- DDuplicate Rules define the underlying field comparison formulas and equation logic used to cross-examine incoming data.
Answer
Matching Rules specify the fields and matching algorithms used to compare records, while Duplicate Rules determine the resulting actions (such as Alerting or Blocking) taken when duplicates are found.
Matching Rules define how potential duplicate records are detected by setting up field criteria and comparison algorithms (such as exact or fuzzy matching). Duplicate Rules consume those matching rules and govern the enforcement behavior—defining whether to block the save operation, display an alert, or log the event in duplicate reports.
Step-by-Step Solution
Key Concept
Separation of concerns between Matching Rules (identifying duplicates) and Duplicate Rules (enforcing actions).