Rule type Find Duplicate

Every reference field on Transaction and Inbound Report records has the Find Duplicate rule type. For the purposes of this explanation, we use the Account reference field as the example.

Creating a new rule is mostly about mapping between Account and the Transaction or Inbound Report record. This mapping defines how an Account record is created in memory so that it can be checked for duplicates in Salesforce according to the active Duplicate Management rules (standard Salesforce functionality). The following screenshot shows a simple mapping to the Account Type field on Account.

The Find Duplicate rule type has Multiple Results Strategy, Single Result Strategy, and Result Fields to Display settings which behave the same way as they do for the Query rule type.