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Steps for Create Duplicate Rule

Duplicate Management can be setup by creating the following two rules.

  • Matching Rule

  • Duplicate Rule

Steps to Create Matching Rule
  • Go to setup-> setup-> Duplicate Management->  Matching Rules.

  • Click on “New Rule”. You will be redirected to the following page.

Here we use our Object (Items category)

  • After select the object create the rule like this

  • When you create rule then it must be activate

Steps to Create Duplicate Rule
  • Go to setup-> setup-> Data Management-> Duplicate Rules.

  • Click on “New Rule” by selecting the object for which you want to create a duplicate rule.

Here I’m selecting the Items category object. The Following screen will be shown.

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