Duplicate Record Checking in Account Wizards

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For improved data quality, duplicate record checking alerts users if they attempt to create a new account record that matches an existing record. When users create an account from any of the account wizards, a Soundex search is performed against existing records to identify any potential matches before the record is created.

For example, Sarah Jones creates an account for a new contact, Dr. Clinton Ackerman. During duplicate record checking, an account for Dr. C. Ackerman is found. A warning message displays to let Sarah know a similar account record already exists, so she avoids creating a duplicate account record for Dr. Ackerman.

Ensure initial configuration is complete to use this functionality.

Using Duplicate Record Checking

Duplicate record checking occurs automatically when users create a new account from an account wizard. The Soundex search matches person accounts on first name and last name. Business accounts are matched on account name.

Duplicate checking is limited to the Basic Latin Alphabet (letters A to Z). Special characters, for example tildes, accents, and umlauts, are not currently supported.

If duplicates are not found during the Soundex search, the new account is created.

If a duplicate account is found:

  • Warning messages display at the bottom of the page noting that potential duplicate accounts exist
  • Saving the new account record is temporarily canceled and the potential duplicate accounts are listed

To ignore the warning and save the new account, select Save a second time.

Duplicate Record Checking functionality differs from the SFDC duplicate rules. The New Account Wizard does not support SFDC duplicate rules that allow for creation of accounts.

Duplicate Record Checking for Affiliations

When using the Parent Account Wizard or New Record Type Wizard and an affiliation is being created as part of the new account creation, the relationship between the accounts is also evaluated as part of the duplicate record validation. The selected role, account name (‘from’ account), and parent account name (‘to’ account) are used in this validation.

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