Create Duplicate Rule
sf_create_duplicate_ruleCreate Salesforce Duplicate Rules to detect and handle duplicate records on save, using existing Matching Rules. Define actions like block or alert for inserts and updates across standard and custom objects.
Instructions
Creates a Duplicate Rule that uses Matching Rules to detect potential duplicates when records are saved. Can block duplicates, allow with a warning, or allow silently. Works for Leads, Contacts, Accounts, and custom objects. Requires existing Matching Rules.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Display label | |
| isActive | No | Whether this rule is active | |
| ruleName | Yes | Duplicate rule developer name | |
| objectName | Yes | Object API name, e.g. 'Lead', 'Contact', 'Account' | |
| description | No | Description | |
| alertMessage | No | Custom message shown when duplicate is detected | |
| matchingRules | Yes | Matching rules to use for duplicate detection | |
| actionOnInsert | No | What to do when a duplicate is found on insert | AllowWithAlert |
| actionOnUpdate | No | What to do when a duplicate is found on update | Allow |