Salesforce Admin Certification Practice Test 2025 - Free Salesforce Admin Exam Questions and Study Guide

Managing duplicate records effectively is crucial for maintaining data integrity in Salesforce. Utilizing duplicate rules and matching rules is a systematic approach that allows organizations to proactively identify and handle duplicates in their data.

Duplicate rules in Salesforce define how the system should respond when duplicates are detected, specifying whether to allow, block, or alert users when they attempt to create a duplicate record. On the other hand, matching rules are the criteria used to identify duplicates, leveraging fields such as name, email address, or phone number to determine if a record matches an existing one. By combining these two features, Salesforce enables organizations to automate the detection and management of duplicate data, ensuring cleaner, more reliable datasets.

This approach is particularly effective because it not only reduces the instances of duplicate records but also empowers users by providing them with necessary alerts or the option to review potential duplicates before finalizing new entries. Therefore, utilizing duplicate rules alongside matching rules represents a comprehensive strategy for maintaining consistent and accurate data within Salesforce.