DupeBlocker is installed with default scenarios for Accounts, Contacts, Leads, Lead to Contact, and Lead to Account matching. There is a Rigid and a Semi Rigid scenario for each. These can be used as is, customized or deployed as desired.
To review the details for a particular scenario, click on the Scenario Name.
General Default Scenario Details
All Scenarios
- Create Tasks for Warnings and assigns them to the Scenario Owner
- Scenarios are NOT deployed
- Check this box to deploy the scenario
- Will NOT bypass Salesforce security
- Check this box to ignore sharing rules when attempting to find duplicates
- Dual Filters are NOT enabled
- Check this box to enable separate filters for incoming vs. existing records
- More information on filters can be found HERE
- Scenarios are NOT marked as Person Account Scenarios
- Check this box if this is a Person Account or Lead to Person Account Scenario
- More information regarding customizing DupeBlocker to work with Person Accounts can be found HERE
Rigid Scenarios
- Will block duplicates from being inserted
- Except in the case of Web to Lead generated inserts which will always generate warnings. More information on Web to Lead handling can be found HERE
- Report duplicates (create warnings and generate tasks) triggered by an update
Semi Rigid Scenarios
- Report Duplicate (create warnings and generate tasks) triggered by inserts and updates
Default Scenario Rules
Account Rigid
Account Semi Rigid
Contact Rigid
Contact Semi Rigid
Lead Rigid
Lead Semi Rigid
Lead to Contact Rigid
Lead to Contact Semi Rigid
Lead to Account Rigid
Lead to Account Semi Rigid
