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How to set up Duplicate checks for Leads, Contacts, and Accounts...

Sep 20, 2017 at 06:55 PM


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Former Member

I need, what Salesforce would call Validation rules, for Accounts Leads and Contacts. I want to be able to determine which field(s) are used to cehck for duplicates, and then prevent a user from creating a duplicate record, if the email, phone number, address, etc. are the same.

I can't find doocumentation on this ANYWHERE. Please help!

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