Lesson: 02 | Duplicate Rules

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What Are Duplicate Rules?

Your duplicate rules work together with your matching rules to prevent users from creating duplicate records.
A matching rule determines whether the record a user is creating or updating is similar enough to other records to be considered a duplicate, whereas a duplicate rule tells Salesforce what action to take when duplicates are identified.
For example, a duplicate rule can block users from saving records that have been identified as possible duplicates, or simply alert users that they may be creating a duplicate, but allow them to save the record anyway.

Enforce sharing rules: The matching rule compares only records that the user has access to, and the resulting list of possible duplicates includes only records the user has access to.

Bypass sharing rules: The matching rule compares all records, regardless of user access, but the resulting list of possible duplicates includes only records the user has access to.

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Lesson: 02 | Duplicate Rules

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Administrator Course