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Lightning Duplicate Rules for Accounts 101.2

This 2nd video in this Playlist shows how to create a "Fuzzy" matching rule along with filter logic, and provides a deeper look at creating and activating a Duplicate Rule in Salesforce Lightning. Duplicate Rules allow you to block or allow entry of potential duplicates and then alert or report of the potential duplicates. Provides an intro to the Fuzzy Matching algorithms

Here are the videos in the "Matching and Duplicate Rules for Accounts" playlist:
https://www.youtube.com/playlist?list=PLVkg_BRPOj3z_oCzzGi39JgO6SVQGP90C

Matching Rules for Duplicate Accounts 101.1
https://youtu.be/v3EoMB9eID4
How to use the Potential Duplicate Lightning Component and create and run an Exact Match Rule and Duplicate Rule, in order to view and merge duplicate records

Lightning Duplicate Rules for Accounts 101.2
https://youtu.be/HS5HoNJpGS0
demo of the "Fuzzy" match options and deeper review of the Duplicate Rules options

Lightning: Duplicate History Custom Report 101.3
https://youtu.be/AYVuY-genJs
How to create and format a new custom report type that displays "Duplicate Record Items" for a specific object.
Also discusses the order of duplicate rules feature

Видео Lightning Duplicate Rules for Accounts 101.2 канала Force501.org
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23 августа 2019 г. 21:23:55
00:04:46
Яндекс.Метрика