Duplicate rule behavior for API and import

Key Takeaway

When records are added with the data import tools, or added or edited with Salesforce APIs, the duplicate rule's settings are overridden: no alert is shown, and the records can't be saved.

Duplicate rules decide what happens when a matching rule finds a record that looks like one already in Salesforce. When a user saves a record in the user interface, the rule can alert the user or block the save. Records added through the data import tools or Salesforce APIs behave differently, and some processes skip duplicate rules entirely.

Matching rules and duplicate rules

Two kinds of rules work together. A matching rule compares records and identifies possible duplicates. A duplicate rule then decides what to do about those possible duplicates.

Duplicates can be detected when a sales rep creates, clones, or edits a record. They can also be detected during other processes, such as importing records or using an API.

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Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data

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Describe the capabilities and implications of data validation tools (duplicate and matching rules, validation rules)

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Validation rule configuration and evaluation

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Validation rules versus page-layout and field required

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Matching rules versus duplicate rules

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Matching methods and matching criteria

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Standard matching rules for leads, accounts, and contacts

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Duplicate rule actions on create and edit

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Duplicate rule comparison and user record access

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Cross-object matching for leads

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Identifying existing duplicate records

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Merging duplicate accounts, contacts, and leads

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Validation and duplicate rules on import

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Duplicate rule behavior for API and import

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Describe the options available when creating or customizing a report or report type

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Describe the impact of the sharing model on reports

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Describe the options available when creating and modifying dashboards

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Duplicate rule behavior for API and import

Key Takeaway

When records are added with the data import tools, or added or edited with Salesforce APIs, the duplicate rule's settings are overridden: no alert is shown, and the records can't be saved.

Matching rules and duplicate rules

Two kinds of rules work together. A matching rule compares records and identifies possible duplicates. A duplicate rule then decides what to do about those possible duplicates.

Duplicates can be detected when a sales rep creates, clones, or edits a record. They can also be detected during other processes, such as importing records or using an API.