Matching and Duplicate Rules
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
After matching rules do the work of identifying potential duplicates, duplicate rules step in and determine what to do with them. As the admin, you choose whether to block your sales teams from creating duplicate records.
Activate a Matching Rule
Create Custom Matching Rule
Note : The option Match Blank Fields compares records with those empty fields and considers the records as duplicates.
This information is very useful to learn about matching rule and duplicate rule.