Duplicate Detection Rule Configuration

1. New Record Deduplication

Primarily used to identify duplicates when manually creating records for specified objects.

• 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.”

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2. Deduplication Tool

Configures deduplication logic for ad-hoc checks.

• 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.

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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

Prevents multiple sales teams from creating identical Opportunity names under the same Account.

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?

Not supported.

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.