Untitled Note
By: Anonymous4/28/202317 views Public Note
If you want to bypass the alert message wh kiile still having the duplicate rule active, you can consider using the "Allow" option in the "Duplicate Rule" settings. This will allow the API to create new records even if a potential duplicate is detected. However, this may not be the best solution if you want to avoid creating duplicates in your system.
Yes, duplicate rules can be triggered in update record cases as well. If an update causes a record to match a duplicate rule, the rule can prevent the update from being saved, depending on the rule's configuration.
If create/update records cannot be saved due to duplicate rule violations, there are a few potential solutions. One is to update the duplicate rule to allow for more lenient matching criteria or adjust the matching criteria to exclude certain fields. Another option is to manually review and merge the duplicate records after they have been created. Finally, you could also consider using a third-party deduplication tool that integrates with Salesforce to help identify and merge duplicate records.
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