Skip to main content

Setup Guide

Welcome to the Setup Guide. This section contains comprehensive documentation for configuring and setting up the No Duplicates app.

What are Matching Rules?​

Matching Rules are the foundation of the No Duplicates app. They define how the system identifies duplicate records in your Salesforce org. Each matching rule consists of:

  • Matching Fields - Which fields to compare (e.g., Email, Phone, Name)
  • Matching Types - How to compare those fields (e.g., Exact match, Fuzzy match)
  • Matching Filters (optional) - Conditions to limit which records are processed
  • Merge Configuration - How to handle duplicates when found

Once configured, matching rules can be run manually or scheduled to automatically detect and merge duplicates.

Quick Start​

If you're new to the app, follow these steps to get started:

  1. Create a Matching Rule - Start by creating your first matching rule
  2. Configure Matching Fields - Select which fields to use for duplicate detection
  3. Add Matching Filters (optional) - Limit which records are processed
  4. Run and Review Results - Execute the rule and review found duplicates
  5. Merge Duplicates - Merge duplicate records manually or set up auto-merge

Setup Process Flow​

The typical setup process follows this flow:

Matching Rules → Matching Fields → Matching Filters → Run Rule → Review Results → Merge/Convert
     ↓                ↓                  ↓              ↓            ↓              ↓
  Create rule    Select fields      Add filters    Execute      View duplicates  Merge records
                 & matching types    (optional)     rule         found            or convert leads

Configuration Topics​

Core Setup​

Merging and Conversion​

Automation and Reporting​

  • Scheduling - Schedule matching rules to run automatically
  • Reports - Generate and download duplicate reports

Advanced Topics​

For common tasks and troubleshooting, see the How To section: