Question

The sales operations team complains that reps keep creating duplicate Account records during manual entry. Management wants to completely prevent reps from saving a new Account when it matches an existing one, while still letting them see which record it duplicates. As the administrator, what should you configure?

Accepted Answer

Create a duplicate rule with the action set to 'Block' and reference a matching rule that identifies duplicate Accounts.

Answer

Create a duplicate rule with the action set to 'Allow' and enable the alert, so reps are warned but can still save.

Answer

Create a validation rule on the Account object that fires when the Account Name already exists.

Answer

Enable the standard Account matching rule only, which automatically blocks duplicate records on save.