Duplicate rule

A duplicate rule identifies the duplicate records of an object by comparing one or more attributes of the object and the related objects. Duplicate rules also compares records across different objects.

You can use one of these duplicate rule templates to create a duplicate rule:

  • Duplicate Type rule - Default template: A duplicate rule created by using this template identifies the duplicate records within an object.
  • Duplicate Type rule - For Cross Objects: A duplicate rule created by using this template identifies the duplicate records across different objects.