Quick summary
Salesforce Duplicate Rules let admins automatically detect and prevent duplicate records across objects like Leads, Contacts, and Accounts. Setting up a duplicate rule in Salesforce's Advanced Setup takes just a few minutes and helps keep your CRM data clean and reliable.
Steps
- Click the gear icon at the top right of the dashboard to open settings.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Duplicate Rules.
- Click New Rule, then choose an object to apply the rule to.
- Configure the settings and enter the remaining required details for the rule.
- Set conditions by filling in the fields and selecting an operator, then click Save when finished.
