Detailed rule description

Overview

Basic duplicate check rules

Enterprise-type duplicate check rules

Production enterprise

• Primary attribute: Case-insensitive
• Plain text: Case-sensitive
• Lookup Relationship: Case-insensitive

Sandbox enterprise

• Primary attribute:
  • Exact match: Case-sensitive
  • Fuzzy match: Case-insensitive
• Plain text:
  • Exact match: Case-sensitive
  • Fuzzy match: Case-insensitive
• Lookup Relationship:
  • Exact match: Case-sensitive

Special character handling

• Primary attribute duplicate check: The system filters out all special symbols, including: ~!@#$%^&*()+=|{}':;',\[]<>/?~！@#￥%……&*（）——+|{}【】《》「」'；：""'。，、？
• Punctuation marks: Punctuation cannot serve as a differentiating condition in primary attribute duplicate checks.

Phone number handling rules

• Parentheses in phone numbers are converted to spaces.
• The system splits the number into multiple numeric segments using spaces as delimiters.
• If any single numeric segment matches, the system identifies the record as a duplicate.
• Solution: Use hyphens “-“ instead of parentheses.

Duplicate check configuration

Data scope settings

• You can customize the data scope for duplicate checks. The default scope includes inactive data. You can configure the scope to exclude inactive data from duplicate checks.
• Only existing data that meets the specified conditions participates in duplicate checks.
• Data that does not meet the conditions is not identified as a duplicate even if it matches.

Trigger conditions

• The system supports multiple duplicate check rules.
• Duplicate checks are triggered only when created or modified fields match the predefined conditions.
• Operations that do not meet the trigger conditions do not execute the duplicate check process.

Duplicate check blocking rules

• When a duplicate check rule includes fuzzy match, the system does not forcibly block the operation.
• You can decide whether to ignore the duplicate check result and continue saving.

Special duplicate check scenarios

Combined duplicate check

• Conditions are fixed and cannot be customized.
• You can view the field mapping relationships through the interface prompts.
• A valid duplicate check rule is required for this feature to take effect.
• Combined duplicate checks have independent rules and are not affected by regular duplicate check settings.
• Conditions use exact match with an OR relationship. If any single condition matches, the system identifies the record as a duplicate.

Fuzzy duplicate check rules

1. Fewer than 6 characters: 100% match based on ES tokenization.
2. 6 to 9 characters: ES tokenization allows up to 25% of tokens to not match.
3. More than 9 characters: 75% token match based on ES tokenization.

Null value handling

1. Match null values: When a field in the new record is empty, the system identifies it as a duplicate of existing records that also have an empty value for that field.
2. Do not match null values: When a field in the new record is empty, the system does not identify it as a duplicate of existing records that have an empty value for that field.
3. Skip if empty: When a field in the new record is empty, that field does not participate in the duplicate check.

FAQ

Duplicate check rule activation time

• Rules do not take effect immediately after configuration.
• You must wait for the system to reindex data into ES.
• Activation time depends on the data volume.
• You cannot modify duplicate check rules while data is being reindexed.

Special scenario notes

• Lead to Account conversion: Duplicate check validation does not apply. Configure this separately in Setup.
• Creating master and detail objects simultaneously: Duplicate checks are not supported for Detail Objects.
• Creating Account and Contact simultaneously: Duplicate check rules do not take effect.

Simple duplicate check tool usage

• A single input box matches all duplicate check rules configured in Setup.
• Pure numeric input matches only phone and telephone-type fields.
• Non-numeric input matches text, URL, and email-type fields.

Related topics

• Duplicate check rules overview
• Configure duplicate check rules