- To identify and analyze duplicates manually, you can activate a DQE manual deduplication rule that will override the standard Salesforce Potential Duplicates component.
- To activate a manual deduplication rule:
Run a deduplication process on the object you want to analyze (Lead/Account/Contact).
This generates the DQE custom fields. To create manual rules:
- In Setup, Search for and Select Matching Rules.
- Click on New Rule > Select the object > Click on Next
- Provide a free-form Rule Name (e.g. DQE Dedupe [Object] Rule)
- The Unique Name will be generated automatically when you leave the field.
- In the Matching Criteria area, select DQE Duplicate Group field.
- In Matching Method select Exact
- Click on Save
- Activate the new Matching Rule on the main screen.
In Setup, Search for and select Duplicate Rules.
- Click on New Rule and select the object on which you created the Matching Rule.
- In the Rule Name field, enter a free-form name for the rule.
- Ignore fields Action On Create, Action On Edit and Compare [Object] With
- In the Matching Rule field, choose the matching rule you created previously.
- Click on Add Rule.