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Zorluk: ZorDuplicate Management and Matching Rules

An administrator configured a custom matching rule to identify duplicate Account records based on custom registration numbers. During testing, duplicate Accounts are successfully blocked when created manually through the Salesforce user interface. However, an automated bulk import using Data Loader continues creating duplicate Account records without failing or raising errors. What configuration change in the Duplicate Rule is required to prevent duplicate creation during bulk data imports?

  1. Change the Action on Create setting in the Duplicate Rule from Allow (with Alert) to Block.Cevap
  2. B
    Deactivate and re-activate the Matching Rule so that API endpoints refresh their cached matching logic.
  3. C
    Add the Data Loader user's profile to the Matching Rule filter criteria exemptions.
  4. D
    Enable Field-Level Security for the custom registration number field on the integration user profile.

Cevap

Change the Action on Create setting in the Duplicate Rule from Allow (with Alert) to Block.
Salesforce Duplicate Rules treat interactive user interface requests differently from non-interactive API requests (such as Data Loader imports). When a Duplicate Rule is configured with 'Allow' on create with 'Alert' enabled, human users in the browser see a duplicate warning prompt, but API operations bypass alerts and insert the record. To stop API calls and Data Loader imports from creating duplicate records, the Duplicate Rule's Action on Create must be explicitly configured to 'Block'.

Adım Adım Çözüm

1
Analyze how Salesforce Duplicate Rules interact with interactive UI vs non-interactive API operations.
Interactive UI sessions display alert popups when Action on Create is set to 'Allow' with 'Alert' checked, whereas non-interactive API tools (like Data Loader) cannot render UI alerts.
Because API requests cannot display prompt dialogs to human users, 'Allow' with 'Alert' permits record insertion automatically without blocking.
2
Determine the necessary Duplicate Rule setting to enforce data cleanliness during API operations.
Setting Action on Create to 'Block' ensures that both UI entries and API insertions triggering matching records are stopped and rejected.
Only the explicit 'Block' action prevents API operations from inserting duplicate records.

Anahtar Kavram

Duplicate Rule Execution Behavior Across API and User Interface Contexts
Tahmini Süre:2m 0s
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Duplicate Management and Matching Rules

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