Duplicate rule actions on create and edit
Key Takeaway
When a user creates or edits a record that looks like a duplicate, the core choice for a duplicate rule is Allow or Block. On edit, the rule runs only when the edited fields are in the associated matching rule.
A duplicate rule decides what happens when a user creates or edits a record that looks like one already in Salesforce. The rule uses a matching rule to decide what counts as a duplicate. Its actions decide whether the user gets an alert, is stopped from saving, or is allowed to save, and whether the duplicate is tracked for later cleanup.
How a duplicate rule and matching rules work together
A duplicate rule pairs with one or more matching rules, and each duplicate rule can include up to three. The matching rule finds likely duplicates, and the duplicate rule then takes the action you chose.
You choose the action for each case: when a user creates a record (the "Action on Create" setting) and when a user edits a record. The core choice in each case is Allow or Block.