An administrator creates and activates a custom Matching Rule on the Account object to identify duplicates based on Account Name and Tax Identification Number. However, when users save new Account records with matching values, Salesforce creates the records without displaying a warning or blocking the entry. What configuration step is missing?
- Creating and activating a Duplicate Rule that references the Matching Rule to enforce an Alert or Block actionCevap
- BEnabling Field-Level Security for the Tax Identification Number field on all user profiles
- CChanging the Organization-Wide Sharing Default setting for the Account object to Private
- DWriting a custom Validation Rule on the Account object to evaluate field uniqueness
Cevap
Creating and activating a Duplicate Rule that references the Matching Rule is necessary to trigger duplicate alerts or blocks.
Matching Rules only specify how fields are evaluated to identify duplicates. To enforce duplicate prevention or warn users upon record creation, an administrator must configure and activate a Duplicate Rule that references the Matching Rule and specifies the desired action, such as Alert or Block.
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Anahtar Kavram
Matching Rules define HOW records are compared to find duplicates, while Duplicate Rules determine WHAT ACTION is executed when duplicates are detected.