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Potential Duplicates Component

The Potential Duplicates component can be placed on a record detail page for standard or custom objects. It provides real-time duplicate detection based on selected matching rules.

Overview​

The component allows you to:

  • View existing duplicates directly on the record page
  • Merge duplicates together without leaving the record
  • Support cross-object matching including lead conversion

Adding the Component​

To add the Potential Duplicates component to a record page:

  1. Navigate to the record detail page where you want to add the component
  2. Click the Edit Page button (Lightning Experience) or use Page Layout Editor (Classic)
  3. Drag the Potential Duplicates component onto the page
  4. Configure the component settings:
    • Select matching rules to use
    • Configure display options
  5. Save and activate the page

Configuration​

Matching Rules Selection​

When configuring the component, you can select which matching rules to use:

  • Up to 5 matching rules can be selected
  • Only 1 matching rule with cross-objects matching is allowed
  • Select rules that are most relevant for the object type
  • Rules are evaluated in real-time when the record page loads
tip

Best Practice: Select matching rules that are specifically designed for the object type on which the component is placed. For example, use Contact-specific matching rules on Contact record pages.

Display Options​

The component provides several display and behavior options:

  • Show/Hide Duplicates – Control whether duplicates are displayed by default or require user interaction
  • Merge Actions – Enable or disable merge functionality directly from the component
  • Record Display – Configure how duplicate records are displayed (list view, compact view, etc.)
  • Refresh Behavior – Control when the component refreshes to check for new duplicates
note

Configuration Location: Display options are configured in the Lightning App Builder or Page Layout Editor when adding the component to a page.

Use Cases​

The Potential Duplicates component is useful for:

  • Real-time duplicate detection – See potential duplicates immediately when viewing a record
  • Quick merge actions – Merge duplicates without navigating away from the current record
  • User-friendly interface – Provide duplicate detection directly in the user's workflow
  • Cross-object matching – Detect duplicates across different object types (e.g., Lead and Contact)

Important Notes​

note

Results May Vary: The Potential Duplicates component may show different results compared to the duplicate reports. This is because:

  • The component uses real-time matching when the page loads
  • Reports may use cached or scheduled results from previous matching rule runs
  • Different matching rules may be applied in the component vs. reports
important

Limits:

  • Up to 5 matching rules can be selected per component
  • Only 1 matching rule with cross-objects matching is allowed
  • The component evaluates duplicates in real-time, which may impact page load performance for large datasets
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Performance: For better performance, limit the number of matching rules and avoid selecting rules that process large volumes of records.