Configuring Processes within Sales

Question 1

What are Duplicate Detection Rules?

Answer 1

Rules that help protect the integrity of your data by reducing duplicate records.

Question 2

How to create a duplicate detection rule

Put these steps in order:

a. Create new rule, entering a name and description
b. Select save and close
c. Environments>Settings>Data Managment> Duplicate Detection Rules.
d. Sign in to PP admin centre
e. Publish
f. Select the criteria to identify the Dupe records

Answer 2

1. Sign in to PP admin centre
2. Environments>Settings>Data Managment> Duplicate Detection Rules
3. Create new rule, entering a name and description
4. Select the criteria to identify the Dupe records
5. Select save and close
6. Publish

In most cases you will want to to use the same record type for base record type and matching record type. (e.g. email field in contacts vs email field in leads)

Question 3

A bit of a doozy this one

Which are some considerations to take in when designing a duplicate detection rule?

A. Consider only active records (exclude inactive records)
B. Case sensitive check box
C. Criteria column e.g. exact match
D. Ignore blank values check box
E. All of the above

Answer 3

ALLLLLLL OF THEM

Exclude inactive records is a check box option

If the duplicate detection rule contains only one condition, blank values are ignored during duplicate detection job and they do not work when the user is offline.

Question 4

What is a BPF?

List some main reasons why you would use one!

Answer 4

• A visual representation of a process defined by your org
• Ensures that every user enters data consistently
• Highly customisable, allowing users with permissions to unique define stages and steps