Introduction
What are Duplicate Rules?
Duplicate rules in Salesforce control what happens when a user tries to view or create a duplicate record. Duplicate rules use matching rules to determine if a record is a duplicate and then how to handle the duplicate. By default, Salesforce provides standard duplicate rules for Accounts, Contacts, and Leads.
The Vision-e Scan application adheres to your organization's Salesforce duplicate rules.
To get a further overview of Salesforce Duplicate Rules, you can use these Salesforce resources:
- Duplicate Management | Salesforce Trailhead
- Things to Know About Duplicate Rules (salesforce.com)
- Manage Duplicate Records (salesforce.com)