Mar 21 (edited) • 🎖️CHALLENGES /ASSIGNMENTS HUB
🧠 WHO CAN FIX THIS Duplicate Management Edition, (Team Gamma & Alpha)
You have just joined a UK based financial services company called PrimeEdge Finance Ltd as a Salesforce Admin.
📌 The Situation
The company stores customer data in Salesforce using Leads and Contacts.
They are facing serious duplication issues:
• The same person exists as both a Lead and a Contact
• Multiple Contacts exist with slightly different names but same email
• Some duplicates are not exact matches, for example “John Smith” vs “J. Smith”
• Sales reps complain that sometimes they are blocked unnecessarily
• Management still sees duplicate records in reports
⚠️ Current Setup
The previous admin has already:
• Enabled Duplicate Rules on Contact using Email
• Enabled Duplicate Rules on Lead using Email
• Set the rule to Block on Create
🚨 Problem Still Exists
Despite this setup:
• Duplicates still exist between Leads and Contacts
• Some duplicates are not detected due to slight variations
• Users complain they are blocked even when it is not a true duplicate
• Data quality is still poor
❓ As the Salesforce Admin, what is the BEST solution?
Tell me why you think uour answer or choice is the most correct option
🔘 A Modify the existing Duplicate Rules to use Exact Matching on Email and Full Name, and keep the rule set to Block so that all duplicates are strictly prevented.
🔘 B Create a Matching Rule that uses Fuzzy Matching on Name and Exact on Email, then configure a Duplicate Rule that works across Leads and Contacts, set to Alert instead of Block, and allow reporting on duplicates.
🔘 C Keep the current Duplicate Rules, and create a before save Flow that checks for existing records with similar Email or Name and prevents creation if found.
🔘 D Create separate Duplicate Rules for Leads and Contacts using Email and Phone, and instruct users to manually merge duplicates using standard Salesforce merge tools.
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🧠 WHO CAN FIX THIS Duplicate Management Edition, (Team Gamma & Alpha)
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