RE: Setup duplicate detection rule
Hi,
Thank you for your query.
By default, the criteria to match Account names is "Exact Match".
This means, when you try to create an account with the exact name "The Mall Plaza", the duplicate detection rule will invoke and notify a user about it.
However, you can change this behavior:
- Go to Advanced Settings -> Data Management -> Duplicate Detecition -> Duplicate Detection Rules.
- Open Account with the same Account Name rule.
- Unpublish the rule and in the rules section, change the criteria as per your need (Same First Characters or Same Last Characters):
- Save and Publish the rule (please note, publishing rule might take some time).
Here is an example configuration:
Please note, in my opinion, do not rely only on names (it is very hard to catch duplicates on names as there could be errors in spelling).
I recommend to set up rules also based on Business Phone or Email, this will be the second layer of validation.
You may add another line to the same rule, or you can create a new rule altogether.
