[SalesForce] Duplicate Management in Lightning – Matching Rules vs Duplicate Rules

In Salesforce Classic experience, we can manually search for duplicate records and pick and choose which ones we want to merge. In Lightning, however, this is not possible, and only records identified in the "Potential Duplicates" page component can be merged manually.

The documentation is unclear in my mind on how the combination of matching rules and duplicate rules drive what records appear as "potential duplicates". What I'd like to do is create some rules that don't warn or prevent a user from creating or updating potential duplicates, but cast a wider net in terms of identifying potential duplicates so that a user can review manually. Is this best addressed through matching rules, duplicate rules, or a combination of both?

Best Answer

Matching rule is the criteria that identifies a record as a duplicate record

Duplicate rule is the criteria that decides what needs to be done when a duplicate record is found.

Matchig Rule and Duplicate Rule work hand in hand.

To address your use case - 'What I'd like to do is create some rules that don't warn or prevent a user from creating or updating potential duplicates, but cast a wider net in terms of identifying potential duplicates so that a user can review manually. Is this best addressed through matching rules, duplicate rules, or a combination of both?'

Solution -

Create a Matching rule that identifies records as duplicates.
Create a duplicate rule and select appropriate check boxes to either warn or prevent a user from creating a potential duplicate
(nice to have): Drag the standard Potential Duplicate lightning component on the page layout for users to review and merge the duplicates (if they have the permission to merge records)

Related Solutions

[SalesForce] Duplicate Matching Rules via rest API

The link which you have shared allows the user to bypass the duplicate matching rule defined in salesforce. In REST API, the method will be same. Sharing a code snippet here for enforcing the insertion of duplicate records and fetching the already existing duplicate records.

The method simply creates an Account and returns the list of duplicate accounts existing in the database.

@HttpPost
global static List<Id> fetchDuplicates(String name, String phone, String website) {

    Set<Id> setDuplicateIds = new Set<id>();
    Account account = new Account(Name = name, phone = phone, website = website);
    Database.SaveResult sr = Database.insert(account, false);

    if (!sr.isSuccess()) {

        Datacloud.DuplicateResult duplicateResult;

        // Insertion failed due to duplicate detected
        for(Database.Error duplicateError : sr.getErrors()){

            duplicateResult = ((Database.DuplicateError)duplicateError).getDuplicateResult();
        }

    // Fetch the Ids of the existing duplicate records
        for(Datacloud.MatchResult duplicateMatchResult : duplicateResult.getMatchResults()) {

            for(Datacloud.MatchRecord duplicateMatchRecord : duplicateMatchResult.getMatchRecords()) {

                setDuplicateIds.add(duplicateMatchRecord.getRecord().Id);
            }
        }

        System.debug('Duplicate records ' + setDuplicateIds);

        // If the duplicate rule is an alert rule, we can try to bypass it
        Database.DMLOptions dml = new Database.DMLOptions(); 
        dml.DuplicateRuleHeader.AllowSave = true;
        Database.SaveResult sr2 = Database.insert(account, dml);

        if (sr2.isSuccess()) {
            System.debug('Duplicate account has been inserted in Salesforce!');
        }
    }

// Return the existing duplicate records Ids
    List<Id> lstDuplicateIds = new List<Id>();
    lstDuplicateIds.addAll(setDuplicateIds);
    return lstDuplicateIds;
}

Hope this helps!

[SalesForce] Accessing a Duplicate Rule’s Matching rules via Apex

There is nothing in the describe information that points to a link between the two accessible in SOQL or Apex. I can't find any documentation that shows where you can retrieve the related matching rule from the duplicate rule or vice versa in SOQL or Apex.

You can do this with the Metadata API if that's an option. The duplicateRuleMatchRules property contains a list of the related matching rules for the retrieved duplicate rule.

Best Answer

Related Solutions

[SalesForce] Duplicate Matching Rules via rest API

[SalesForce] Accessing a Duplicate Rule’s Matching rules via Apex

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