Data Duplication Flashcards
How can the duplication of data be assessed?
Using the Duplicate Management feature and using a duplicate detection app from AppExchange.
T/F - by default standard duplicate rules are activated for business accounts, contacts, and leads in all orgs created after SU17
false
How can duplicate rules be created for person accounts?
1st - enable person accounts then activate person account matching and duplicate rules in setup
What are the three ways to use duplicate rules to handle duplicates?
Alert the user
Block the creation of a duplicate rec
Prevent the creation of a dup based on sharing rules
What is the impact of a duplicate rule that bypasses sharing?
The rule operates on all potential duplicates regardless of ownership.
a rule can be set and a dup can be prevented even if the user creating the record doesn’t have visibility.
T/F- if a duplicate rule is created to bypass sharing rules and a user is creating a dup record but doesn’t have access to that record, they will be able to view that record in the list of duplicates.
false
T/F - With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can’t save a new lead.
True
What are the options foro “Action on Create” and “Action on edit” when configuring a duplicate rule?
Allow
Block
T/F - in Classic, when users create accounts using a quick action, they can’t view duplicate records or save the new record if it’s a duplicate and the “Action on Create” is set to Allow
True
T/F - in Classic, when users create accounts using a quick action, they can’t view duplicate records or save the new record if it’s a duplicate and the “Action on Create” is set to Block
True
How a user be alerted about a duplicate record in Lightning?
Active duplicate rules and add alerts to page layouts.
T/F - In orgs created in Summer ’17 and later, standard duplicate rules and the Potential Duplicates component are set up and activated for business accounts, contacts, and leads.
True
How can person accounts leverage the Potential Duplicates component?
Enable person accounts, activate person account matching rules and duplicate rules, and add the Potential Duplicates component to person accounts layout.
In what 3 ways can a user be notified about Potential Duplicates in the component?
Card
Toast
Both
T/F - The Potential Duplicates component can be added to custom object
False