Lesson: 19 | Potential Duplicates

Notes
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Notes

In Salesforce, the Potential Duplicates component is a feature that helps users identify and merge duplicate records within an object. The component works by searching for potential duplicates based on predefined matching rules, and then presenting the results to users for review and resolution.

When the Potential Duplicates component is added to a page layout, it will display a list of potential duplicate records that match the selected record. Users can then review the details of each potential match and choose to merge the records if they determine that they are indeed duplicates.

The matching rules that are used by the Potential Duplicates component can be configured by system administrators or users with appropriate permissions. These rules can be based on a variety of criteria, such as email address, name, phone number, or custom fields.

Overall, the Potential Duplicates component is a useful feature in Salesforce that can help users maintain data accuracy and integrity by identifying and resolving duplicate records within an object. By leveraging this feature, users can ensure that they are working with the most up-to-date and accurate data, which can ultimately help improve productivity and efficiency.

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Lesson: 19 | Potential Duplicates

Notes

Administrator Course