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I have created a duplicate rule for Account object to validate the name of the Account(meaning exact match as duplicate record), then I assigned that duplicate rule to a duplicate record set.

When I created an Account with an name that already exists, I don't see any duplicate record item added to the duplicate record set. But it allows to link or add any record(contact, opportunity, etc) manually to the duplicate record set.

Do I need to configure anything to activate Duplicate record management?

2

Records can be added in the report by making Report Enabled in Duplicate Rules configuration. :)

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0

Revisit your duplicate rule and the matching rule and make sure that they are active.

As per the documentation Ideal steps are:

  1. Create a duplicate rule
  2. Specify Actions
  3. Create a Matching Rule

Here is what must have happened. When you create a Matching Rule directly from the duplicate rule you would been redirected to the "New Matching Rule screen". You would have activated the matching rule, however your duplicate rule would be still inactive. You would have to revisit the duplicate rule and explicitly activate it. After this is done, you should see the error when you insert an account with exactly same name.

I verified this in my dev org. and works fine.

  • Thank you for your response. I see the error message while creating duplicate record but the records are not getting added to the DuplicateRecordSet as DuplicateRecordItem – Narmadha Baskar Apr 27 '15 at 4:25
  • After receiving the error message, did you go ahead and clicked on the "Save(Ignore Alert)" button? The record would be added to the DuplicateRecordSet only after it is saved. – Rajiv Bhatt Apr 27 '15 at 5:18
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    Yes, When I clicked on Save(Ignore Alert) the record got saved but there is no sign of the created record in DuplicateRecordSet – Narmadha Baskar Apr 27 '15 at 5:45
  • is this in your Dev org or sandbox? Whats your profile (sys admin?) – Rajiv Bhatt Apr 27 '15 at 6:22
  • Yes, my profile is sys admin – Narmadha Baskar Apr 27 '15 at 9:42

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