Data Duplication Flashcards

1
Q

How can the duplication of data be assessed?

A

Using the Duplicate Management feature and using a duplicate detection app from AppExchange.

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2
Q

T/F - by default standard duplicate rules are activated for business accounts, contacts, and leads in all orgs created after SU17

A

false

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3
Q

How can duplicate rules be created for person accounts?

A

1st - enable person accounts then activate person account matching and duplicate rules in setup

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4
Q

What are the three ways to use duplicate rules to handle duplicates?

A

Alert the user
Block the creation of a duplicate rec
Prevent the creation of a dup based on sharing rules

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5
Q

What is the impact of a duplicate rule that bypasses sharing?

A

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.

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6
Q

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.

A

false

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7
Q

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.

A

True

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8
Q

What are the options foro “Action on Create” and “Action on edit” when configuring a duplicate rule?

A

Allow

Block

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9
Q

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

A

True

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10
Q

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

A

True

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11
Q

How a user be alerted about a duplicate record in Lightning?

A

Active duplicate rules and add alerts to page layouts.

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12
Q

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.

A

True

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13
Q

How can person accounts leverage the Potential Duplicates component?

A

Enable person accounts, activate person account matching rules and duplicate rules, and add the Potential Duplicates component to person accounts layout.

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14
Q

In what 3 ways can a user be notified about Potential Duplicates in the component?

A

Card
Toast
Both

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15
Q

T/F - The Potential Duplicates component can be added to custom object

A

False

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16
Q

How many records on the same object can be merged at once?

A

3

17
Q

T/F - In Classic, if bypass sharing rules is enabled on a duplicate rule, and there is a duplicate found for which the user does not have access, the number of duplicates is shown to the user.

A

false

18
Q

T/F - In classic the list of potential duplicates includes all records if bypass sharing rules is enabled

A

false

19
Q

Name two objects on which duplicate rules cannot be configured

A

Opportunity

Product

20
Q

T/F - the option to transfer open cases along with an account when the account is transferred to a new owner using Mass Transfer is a default

A

False (it’s optional)