I've created a custom matching rule and duplicate rule to stop Duplicate Accounts being created.

My criteria is as follows

(Name and Address Line 1) OR

(Name and postcode) OR

(Name and Town/City) OR

(Address Line 1 and Postcode) OR

(Address Line 1 and Country)

I have excluded certain current user profiles on the duplicate rules. Both are active.

I can't understand why it isn't firing. I have logged in as another user (system admin are exempt), created an account with same name and same address line 1 for example and I was not blocked from creating it.

It only seems to block me when all fields in the rule are exactly the same.

Can anyone help? enter image description here

  • 2
    In the screenshot I can see the Active flag unchecked. Anything to do with it? Sep 29 '17 at 10:44
  • I had deactivated it to edit it when I took the screenshot so please ignore that. It was definitely active!
    – Grace
    Oct 3 '17 at 14:57
  • What is the profile for the user that you logged in as? Oct 10 '17 at 13:42
  • I am logged in as a sales user
    – Grace
    Oct 12 '17 at 13:08

The criteria is not in the correct format, I have updated it to: ((Address Line 1 OR postcode OR Town/City) AND (Account Name)) OR ((Address Line 1 and Country))

((1 OR 2 OR 3) AND (4)) OR ((5 AND 6))

It is now working as expected!

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