Duplicate Detection Rule Configuration

1. New Record Deduplication

• Enable New Record Deduplication: When enabled, the system matches records (including voided data) against deduplication rules during creation. If duplicates are found, users are alerted but may proceed.
• Supported Objects: Account, Contact, and Leads.
• Deduplication Logic: Matches based on preset system fields, combining exact or fuzzy queries. For example, a partial match on “Account Name” and an exact match on “Phone” flags a duplicate Account.
• Result Display: Configurable fields ensure data security by limiting visibility for users without permissions, preventing information misuse.
• Field Disabling Logic:
  • Disabled/deleted fields are excluded from deduplication.
  • Fields used in rules cannot be disabled in field management.
• Supported Field Types: Dropdown, multiline text, mobile, check-in component, single-line text, URL, country, province, city, district, owner, creator, external owner, and location fields.
• Rule Modification Logic:
  After configuring rules, data is asynchronously indexed into Elasticsearch (ES). Rules take effect post-indexing, with completion notified via CRM.
  • Small datasets: Near-instantaneous indexing may feel “immediate.”
  • Large datasets: Longer indexing delays rule activation.
• Editing During Indexing: Attempts trigger the alert:
  “A deduplication rule is being applied. Updates are disabled.”

2. Deduplication Tool

• Enable Tool: Visible in My Workspace > Home if at least one object (Account, Contact, or Leads) is enabled.
• Logic & Display: Matches preset fields with exact/fuzzy combinations. Configurable result fields maintain data security.

3. Import Deduplication

• Use Case: Order import validation.
• Objects: Account, Contact, Leads bypass joint rule checks.
• Fuzzy Rules: Skip validation during imports, allowing data entry.
• Uniqueness Rules: Run alongside deduplication if configured.
• Null Values: AND-logic ignores records with null fields (e.g., A&B&C skips if any field is empty).

4. Opportunity Deduplication

5. Simple Deduplication

• AND Logic: All conditions must match.
• OR Logic: Any condition triggers a match.
• Mixed Logic: AND takes precedence, splitting OR into left/right checks.

6. FAQs

### 6.1 Can the 5-condition limit per rule be expanded?
Not currently supported.

6.2 Can dimension fields be added to deduplication rules?

6.3 Why does non-duplicate import data get blocked?

1. Confirm if single-rule deduplication applies.
2. Check if rules exclude null values.
3. Test if partial imports succeed intermittently.
   If all apply, request access to the Multi-Rule Deduplication beta.