20 Duplicate rule and matching rules in salesforce lightning | Salesforce Training Videos
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- Опубліковано 5 бер 2020
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Most detailed, to the point videos. I'm going through your admin series from basics. It's easier to catch catch and practice on org simultaneously.
Thanks Mr. Sanjay Gupta.
It was a very helpful video for how to set the duplicate rules in Salesforce e on any objects. Thanks for your timings to do a video on this topic.
Thanks, Sanjay for the video.
Tanks for this ...Informative video
Nice video Sanjay. Wel explained.
Good explanation sir
thank you
Simple and Crisp
can duplicate rules matching rules., can be used in rest api call?for getting data outside the system
Well-explained, thank you. Post more videos on Lightning flows using different scenarios
Thanks for appreciating. Visit studysalesforce.com here all videos links are available.
Keep learning and sharing.
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How can I fetch all potential account records in the UI level . When I am selecting account object.
Thanks for explaining this topic. Will the duplicate rule work if we upload data through data loader.
I would also like to know the same
Can we use different fields in matching method
When Duplicate Rule is Active. If tried to insert from inserted from Apex , Data Import Wizard, Data loader what will happen ?
How to bypass duplicate rule in before insert scenario ?
I want the warning to be given, but should not block us from saving the record - this can be set in duplicate rule
But while inserting the records from backend, this duplicate rule should be bypassed
whatever u said, absolutely right. but i have one doubt.
i have already created number of duplicate records,
how to find and delete in the list.
can u please explain me ?
@Sanjay Gupta
You can create a report on duplicate records and see the data and delete them.
ua-cam.com/video/Xkv4wy-k17A/v-deo.html
Thank you Sir.
Nice explanation🥰.
Gained knowledge
Hmm, I was very thrilled to learn about Duplicate Record Sets, but I think these are only created by Duplicate Jobs which appears to only be available in Salesforce Unlimited edition?
I used developer edition org for this and its working so i think for other editions also it will work.
@@SanjayGuptaTechSchool OK, thank you for sharing that Sanjay, I've contacted Salesforce to see if Duplicate Jobs can be activated for our Enterprise edition.
Where should I see all the duplicate records? Does it store in any object or can I have any report on the same?
Watch this to create reports on duplicates ua-cam.com/video/Xkv4wy-k17A/v-deo.html
I have a doubt, while creating duplicate rules, when we select objects, not all objects are present here. On what basis the obj dropdown shows values.
I think limited standard objects and all custom will be there.
if we select BLOCK , then on updating a record with an existing email won't allow me to update, right?
Yup
Hello Sir. I have a doubt. In matching criteria, it is checking exact which means if account1 is having address as A, B and account 2 is having address as A B, then it will not be a duplicate right?
Right
are the standard rules already present in salesforce for account or you need to create one
One rule will be there you can search and check in the org. Also that rule is already linked with matching rule.
@@SanjayGuptaTechSchool thanks for the response. I was not able to find this.
Sir i need ur help
What help you need?
If duplicate records appears through online custom web form where it will appear
Sir Mujhe Bypass and Enforce sharing rule samajh nahi aaya sahi tareeqay se.
If you select bypass sharing rule then agar user ko kuch records access nahi h to bhi vo record duplicate kenliye check honge. And enforce me aisa nahi hoga. Ek bar data security se record sharing wale videos dekho tab samajh aa jayega.