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How Duplicate Management Works with Data.com Prospector and Data.com Clean in Salesforce?
How Duplicate Management Works with Data.com Prospector and Data.com Clean in Salesforce?
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2 Replies
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Adding Records with Data.com Prospector:
How duplicate rules work with Data.com Prospector depends on your org’s Data.com duplicate preferences.If your org isn’t set to let duplicate records be added to Salesforce from Data.com, it blocks the duplicate records, and the duplicate rule doesn’t run but if your org allows duplicate records to be added to Salesforce from Data.com, the duplicate rules run.Updating Records with Data.com Clean:
How duplicate rules work with Data.com Clean depends on your active duplicate rules are. If a duplicate rule is set to block duplicates on edit, a record can’t be cleaned if cleaning creates a duplicate.For Clean jobs, if your duplicate rule is set to block or alert, a record can’t be cleaned if the cleaning creates a duplicate. If your duplicate rule is set to allow duplicates on edit, a record can be cleaned, even if it creates a duplicate. - [adinserter block='9']
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If your org isn’t set to let duplicate records be added to Salesforce from Data.com, Data.com blocks the duplicate records, and the duplicate rule doesn’t run. The user trying to add records from Data.com receives an error log detailing which records couldn’t be added.
If your org allows duplicate records to be added to Salesforce from Data.com, the duplicate rules run. The duplicate rule determines whether the duplicate record is allowed or blocked. Records blocked by the duplicate rule appear in the error log.
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