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I have Duplicate management implemented in our org. We do a fuzzy match on account names, but allow users to save if there is a possible duplicate.

I have just imported a number of account, of which I know they are not duplicates, however there are accounts in salesforce that have a similar name, so are caught by the duplicate rule. Is there a way of getting round the matching rule when I import these accounts, or should I just disable it during import?

We always do imports with a specific user, so maybe there is something I can change in the profile?

2 Answers 2

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During the import you can set the check box Allow Duplicate field on the record so it will bypass the check.

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Duplicate Rules have a section called Conditions that allow to specify logic that determines when the rule should be invoked (see attached screenshot).

So for example you could add a condition to exclude that user explicitly. Or you could write a condition to exclude all users with a Sys Admin profile. Or, like Travis mentioned above, you could even drive the logic based on custom checkbox on the record.

enter image description here

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