Salesforce How-to: Using Duplicate Management

Worried about potential duplicate records for Contacts, Accounts or even other objects in your Salesforce environment? One possible (and free!) tool that can help is the native duplicate management functionality in Salesforce. If you're at all concerned about duplicate records, we highly recommend spending an hour or so going through the documentation and setting up a rule or two.

You can find everything you ever wanted to know about the included Duplicate Management feature including an overview of how it works and full instructions to set it up here.

Considerations for using with Soapbox Engage:

There are two options for matching rules (either for Action On Create or Action On Edit):

Allow: allows new records to be created, but with additional potential actions (including alerting of the user in the UX that they are about to make a duplicate record and ask them to confirm the allowing of the duplicate record to be created, and reporting that that duplicate record was created)

Block: prevents new records from being added if a potential duplicate is found, no matter what

Our recommendation is to ensure Soapbox Engage is always allowed to create Lead, Contact, and other records. To do so, include in the Conditions section of the duplicate rule that the record type must not be one of Soapbox Engage's record types (i.e. Soapbox Donation, Soapbox Recurring Donation, Soapbox Recurring Donation Payment).