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Business Platforms & EA · Foundational

Duplicate Rule

Rule that uses a matching rule to alert or block users when they create or edit a record that looks like a duplicate.

Definition

Duplicate rules can allow with alert or block, and can report on duplicates via duplicate record sets. They fire in the UI, API (with header) and some import tools.

Exam tip

A duplicate rule needs a matching rule; the matching rule defines how records are compared.

Related terms