An administrator at Universal Containers configures and activates a custom Matching Rule on the Contact object using exact matching on Email and fuzzy matching on First Name. However, when sales representatives manually create new Contact records that contain identical email addresses and similar first names to existing records, no duplicate warning is displayed and the system saves the records without intervention. Which configuration step did the administrator omit?
- Creating and activating a Duplicate Rule that references the Matching Rule and defines the Alert and Block actions.Cevap
- BEnabling the 'Execute Fuzzy Logic on Manual Entry' checkbox within the Matching Rule settings.
- CAdding an Apex Trigger on the Contact object to execute the criteria established in the Matching Rule.
- DSetting the Organization-Wide Default sharing setting on the Contact object to Public Read/Write.
Cevap
The administrator omitted creating and activating a Duplicate Rule that references the Matching Rule and specifies the appropriate Alert or Block action.
In Salesforce Duplicate Management, Matching Rules define the algorithms and field comparison criteria to identify duplicate records, but they do not enforce any actions on their own. A Duplicate Rule must be created and activated to specify what action (such as Alert, Report, or Block) Salesforce takes when a record matches the criteria defined in the associated Matching Rule.
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Matching Rules vs Duplicate Rules Execution