{"id":552,"date":"2022-09-23T11:01:51","date_gmt":"2022-09-23T11:01:51","guid":{"rendered":"https:\/\/crm.folio3.com\/blog\/?p=552"},"modified":"2025-10-15T11:06:13","modified_gmt":"2025-10-15T11:06:13","slug":"salesforce-duplicate-management","status":"publish","type":"post","link":"https:\/\/crm.folio3.com\/blog\/salesforce-duplicate-management\/","title":{"rendered":"Salesforce Duplicate Management &amp; Matching Rules"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"552\" class=\"elementor elementor-552\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-efae0ee elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"efae0ee\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-51c6502\" data-id=\"51c6502\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ba45240 elementor-widget elementor-widget-text-editor\" data-id=\"ba45240\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">In this post, we will discuss the Salesforce Duplicate Rule and Matching Rule that are available in Salesforce. Your organization&#8217;s data will be free of duplicates thanks to the collaborative efforts of its matching rules and duplicate rules. <\/span><\/p><p><span style=\"font-weight: 400;\">You could detect duplicate records in Salesforce with the help of Salesforce&#8217;s duplicate management feature by using custom duplicates and matching rules. For more complex requirements, you may want to <a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/salesforce\/hire-salesforce-developer\/\" target=\"_blank\" rel=\"noopener\" data-start=\"1448\" data-end=\"1537\">hire salesforce specialist<\/a> to create tailored solutions.<\/span><\/p><h2><span style=\"font-weight: 400;\">What exactly is meant by &#8220;Duplicate Rules&#8221; in Salesforce Duplicate Management?<\/span><\/h2><p><span style=\"font-weight: 400;\">You were able to describe, with the assistance of a\u00a0<a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/salesforce\/implementation-service\" target=\"_blank\" rel=\"noopener\" data-start=\"1709\" data-end=\"1803\">Salesforce implementation services<\/a> duplicate rule, what occurs when a user reads a record that already contains duplicates or begins producing a duplicate record. <\/span><\/p><p><span style=\"font-weight: 400;\">In Salesforce, duplicate account, contact, and lead rules are provided as standard functionality right out of the box. Based on the business requirements, you may also develop custom duplication rules in Salesforce often with the help of a <a class=\"decorated-link cursor-pointer\" href=\"https:\/\/crm.folio3.com\/salesforce\/\" target=\"_blank\" rel=\"noopener\" data-start=\"1362\" data-end=\"1449\">Salesforce crm consulting<\/a> to ensure proper configuration.<\/span><\/p><p>By utilizing Duplicate rules, we are able to determine when Salesforce identified a matched record and the actions that should be taken whenever it comes across a duplicate. Companies relying on <a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/salesforce\/managed-service-provider\/\" target=\"_blank\" rel=\"noopener\" data-start=\"2443\" data-end=\"2533\">Salesforce managed services<\/a> can also automate this process efficiently.<\/p><h2><span style=\"font-weight: 400;\">What are the Matching Rules?<\/span><\/h2><p><span style=\"font-weight: 400;\">You were able to define, with the assistance of a matching rule, how duplicate entries are discovered within duplicate rules and duplicate jobs. The default configuration of Salesforce includes a set of basic matching criteria for use with accounts, contacts, and leads. <\/span><\/p><p><span style=\"font-weight: 400;\">You are also able to design custom matching rules in Salesforce based on the requirements of your business. We are able to specify the criteria necessary to locate duplicate records by using matching rules. For advanced projects, <a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/salesforce\/migration-services\/\" target=\"_blank\" rel=\"noopener\" data-start=\"3209\" data-end=\"3295\">Salesforce migration services<\/a> may be required to ensure clean data migration.<\/span><\/p><h2><span style=\"font-weight: 400;\">Salesforce Duplicate Rules Example<\/span><\/h2><p><span style=\"font-weight: 400;\">Consider just one instance. The company wants to be absolutely certain that the agent will not generate a duplicate record based on the account me and the street address.<\/span><\/p><p><span style=\"font-weight: 400;\">Your organization&#8217;s data will be free of duplicates thanks to the collaborative efforts of its <a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/blog\/salesforce-data-management\/\" target=\"_blank\" rel=\"noopener\" data-start=\"1139\" data-end=\"1224\">Salesforce data management<\/a> and duplicate rules. Consequently, the construction of matching rules comes first, followed by the formulation of duplication rules in the salesforce.<\/span><\/p><h2><span style=\"font-weight: normal;\">Make a Rule for Matching Your Own Design<\/span><\/h2><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To establish the matching rules in Salesforce, follow the method that is outlined below step by step.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">To begin, select the Setup menu item, and then use the quick find function to look for matching rules.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After that, select the matching rules, and after that, select the New Rule button.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After that, choose the item to which you will apply the matching rule and make sure it is selected. In this instance, the Account object<\/span><\/li><\/ul><h2><span style=\"font-weight: normal;\">Create Custom Duplicate Rules<\/span><\/h2><ul><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After your matching rules are complete, you can move on to the next step, which is to build duplicate rules. In order to build the duplicate rules, follow the steps below.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Simply search the fast find for duplicate rules after clicking the Setup button.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Then select the Account item on the screen, after which you should click on the Duplicate Rules button, followed by the New Rule button.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Now would be a good moment to configure the duplicate rule. Please supply all of the necessary details.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Specify what occurs when a user tries to save a duplicate record as Allow, and provide the error message that is displayed to them.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Click the newly established matching rules in the matching rules area, as seen on the screen below.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Include the requirements that must be met by a record in order for the rule to be executed.<\/span><\/li><li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">After that, click the option labeled &#8220;Save and Activate.&#8221;<\/span><\/li><\/ul><h2><span style=\"font-weight: normal;\">Test Duplicate Rules<\/span><\/h2><p><span style=\"font-weight: 400;\">It is now time to put the duplicate rules to the test. Make a new account using the same name and address that are currently used for another account in your Salesforce org. Then it will provide you with an error message along with the option to View Duplicate.<\/span><\/p><p>After that, select the View Duplicate option in order to view records that are duplicates. This can be further enhanced with <a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/blog\/salesforce-task-management-for-effective-teams\/\" target=\"_blank\" rel=\"noopener\" data-start=\"6368\" data-end=\"6473\">Salesforce task management<\/a> tools.<\/p><h2><span style=\"font-weight: normal;\">Record Duplicates Will Be Merged<\/span><\/h2><p><span style=\"font-weight: 400;\">The moment has come to combine the two sets of account records. If you wish to combine the salesforce duplicate reports, you will need to click on the associated list and look for the option to View Duplicates.<\/span><\/p><p><span style=\"font-weight: 400;\">Then, after selecting the other duplicate record you wish to merge, click the box labeled &#8220;next.&#8221; You will then be able to select the Master record, and from there you will be able to merge the field values based on the record.<\/span><\/p><p><span style=\"font-weight: 400;\">After that, click the Next button, followed by the Confirm button. Congratulations, you should now be familiar with how to set up duplicate rules in Salesforce as well as how to combine two records that are identical.<\/span><\/p><p><b>Recording<\/b><\/p><p><span style=\"font-weight: 400;\">Make sure that the process of creating duplicate rules in Salesforce is recorded and followed step by step. Refer to <a class=\"decorated-link\" href=\"https:\/\/crm.folio3.com\/blog\/salesforce-opportunity-management\/\" target=\"_blank\" rel=\"noopener\" data-start=\"7472\" data-end=\"7571\">Salesforce opportunity management<\/a> for best practices.<\/span><\/p><h2><span style=\"font-weight: 400;\">Consideration of Duplicate Rules, as well as Best Practices<\/span><\/h2><p><span style=\"font-weight: 400;\">Please consider the following duplication rules, as well as recommended practices.<\/span><b><\/b><\/p><ol><li><span style=\"font-weight: 400;\">You are permitted to make use of up to five active duplicate rules for each item.<\/span><\/li><li><span style=\"font-weight: 400;\">If the first rule determines that a record already has a match, following rules that check for duplicates will bypass that record.<\/span><\/li><li><span style=\"font-weight: 400;\">The circumstances in which multiple Rules are permitted Don&#8217;t run<\/span><ol><li><span style=\"font-weight: 400;\"> New entries are added to the database by utilizing either the rapid create a function or community self-registration.<\/span><\/li><li><span style=\"font-weight: 400;\"> Accounts or contacts are created from the leads that have been generated.<\/span><\/li><li><span style=\"font-weight: 400;\"> Records can be recovered by clicking the &#8220;Undelete&#8221; button, and d) new records can be created by syncing with Lightning.<\/span><\/li><li><span style=\"font-weight: 400;\"> The records are manually combined into one.<\/span><\/li><\/ol><\/li><li><span style=\"font-weight: 400;\">The conditions that must be met before duplicate rule configurations are ignored<\/span><ol><li><span style=\"font-weight: 400;\"> Records are added by making use of the data import tools.<\/span><\/li><li><span style=\"font-weight: 400;\"> Records are added or changed by making use of the Salesforce APIs.<\/span><\/li><\/ol><\/li><li><span style=\"font-weight: 400;\">The configurable alert wording in duplicate rules is not supported by Translation Workbench.<\/span><\/li><\/ol><p><b>Summary<\/b><\/p><p><span style=\"font-weight: 400;\">Your organization&#8217;s data will be free of duplicates thanks to the collaborative efforts of its matching rules and duplicate rules.<\/span><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-492f97a2 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"492f97a2\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-inner-column elementor-element elementor-element-5e88b4dc\" data-id=\"5e88b4dc\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-19b1b89f elementor-author-box--layout-image-left elementor-author-box--align-left elementor-widget elementor-widget-author-box\" data-id=\"19b1b89f\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"author-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-author-box\">\n\t\t\t\t\t\t\t<div  class=\"elementor-author-box__avatar\">\n\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/crm.folio3.com\/blog\/wp-content\/uploads\/2024\/03\/navaid-ahmed-profile-img.webp\" alt=\"Picture of Navaid Ahmed\" loading=\"lazy\">\n\t\t\t\t<\/div>\n\t\t\t\n\t\t\t<div class=\"elementor-author-box__text\">\n\t\t\t\t\t\t\t\t\t<div >\n\t\t\t\t\t\t<h4 class=\"elementor-author-box__name\">\n\t\t\t\t\t\t\tNavaid Ahmed\t\t\t\t\t\t<\/h4>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-author-box__bio\">\n\t\t\t\t\t\t<p><strong style=\"font-size: 14px; font-weight: 600; colo: #444;\">Director Of Engineering at Folio3 Software | Head of Product Management<br \/>\n<\/strong><br \/>\nNavaid Ahmed is a Seasoned Salesforce CRM expert, who brings a wealth of experience in optimizing sales processes, enhancing customer relationships, and driving business growth. With a deep understanding of Salesforce's capabilities, Navaid specialize in crafting tailored solutions that empower organizations to streamline operations, boost productivity, and achieve their sales objectives.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-11f647b3 elementor-widget elementor-widget-elementskit-social-media\" data-id=\"11f647b3\" data-element_type=\"widget\" data-settings=\"{&quot;ekit_we_effect_on&quot;:&quot;none&quot;}\" data-widget_type=\"elementskit-social-media.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"ekit-wid-con\" >\t\t\t <ul class=\"ekit_social_media\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"elementor-repeater-item-048d12b\">\n\t\t\t\t\t    <a\n\t\t\t\t\t\thref=\"https:\/\/www.linkedin.com\/in\/navaida\" target=\"_blank\" aria-label=\"LinkedIn\" class=\"linkedin\" >\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"icon icon-linkedin\"><\/i>\n                                                                                                            <\/a>\n                    <\/li>\n                    \t\t\t\t\t\t\t\t\t\t\t\t\t\t<li class=\"elementor-repeater-item-b5f8992\">\n\t\t\t\t\t    <a\n\t\t\t\t\t\thref=\"https:\/\/www.salesforce.com\/trailblazer\/navaidahmed\" target=\"_blank\" aria-label=\"Salesforce\" class=\"cloud\" >\n\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-cloud\"><\/i>\n                                                                                                            <\/a>\n                    <\/li>\n                    \t\t\t\t\t\t\t<\/ul>\n\t\t<\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t<!-- AddThis Advanced Settings generic via filter on the_content --><!-- AddThis Share Buttons generic via filter on the_content -->","protected":false},"excerpt":{"rendered":"<p>In this post, we will discuss the Salesforce Duplicate Rule and Matching Rule that are available in Salesforce. Your organization&#8217;s data will be free of duplicates thanks to the collaborative efforts of its matching rules and duplicate rules. You could detect duplicate records in Salesforce with the help of Salesforce&#8217;s duplicate management feature by using [&hellip;]<!-- AddThis Advanced Settings generic via filter on get_the_excerpt --><!-- AddThis Share Buttons generic via filter on get_the_excerpt --><\/p>\n","protected":false},"author":10,"featured_media":605,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[11],"tags":[],"class_list":["post-552","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-digital-transformation"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Salesforce Duplicate Management &amp; Matching Rules - Folio3 Salesforce<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/crm.folio3.com\/blog\/salesforce-duplicate-management\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Duplicate Management &amp; Matching Rules - Folio3 Salesforce\" \/>\n<meta property=\"og:description\" content=\"In this post, we will discuss the Salesforce Duplicate Rule and Matching Rule that are available in Salesforce. Your organization&#8217;s data will be free of duplicates thanks to the collaborative efforts of its matching rules and duplicate rules. You could detect duplicate records in Salesforce with the help of Salesforce&#8217;s duplicate management feature by using [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/crm.folio3.com\/blog\/salesforce-duplicate-management\/\" \/>\n<meta property=\"og:site_name\" content=\"Folio3 Salesforce\" \/>\n<meta property=\"article:published_time\" content=\"2022-09-23T11:01:51+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-15T11:06:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/crm.folio3.com\/blog\/wp-content\/uploads\/2022\/09\/Salesforce-Duplicate-Management-and-Matching-Rules.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1100\" \/>\n\t<meta property=\"og:image:height\" content=\"300\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Hasan Mustafa\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Hasan Mustafa\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/crm.folio3.com\/blog\/salesforce-duplicate-management\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/crm.folio3.com\/blog\/salesforce-duplicate-management\/\"},\"author\":{\"name\":\"Hasan Mustafa\",\"@id\":\"https:\/\/crm.folio3.com\/blog\/#\/schema\/person\/7c1fc52b8910eab5bee6b22a49cfc302\"},\"headline\":\"Salesforce Duplicate Management &amp; 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