How to Create Duplicate Rules

 

1. Go to Scanning Settings Tab.

2. Locate Duplicate Rules Section on right-hand side.

3. Add API Name for what you want to check for.

4. Place rules in same field for “AND” statement.

5. Place rules in separate field for “OR” statement.

6. Click Save. 

 

Now, when you try and process a Duplicate, you will see this message. 

Learn more by reading the Merge & Duplicate Handling article.  

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