Question

An administrator wants to prevent sales reps from creating duplicate Lead records based on matching email address and company name. They create a new duplicate rule but notice they cannot select any criteria that compares fields for matching. What must the administrator configure first before the duplicate rule can identify potential duplicates?

Accepted Answer

A matching rule that defines which fields are compared to identify duplicate records

Answer

A validation rule that checks for duplicate email addresses on the Lead object

Answer

A workflow rule that flags records containing duplicate company names

Answer

A report that groups Leads by email and company to find existing duplicates