Enabling deduplication

1. Click <My Profile> | Administration | System | System Behavior.
2. Click Change. The System Behavior page is displayed.
3. Ensure that Deduplication is set to Yes.
4. Specify where the Lead deduplication rules look for matches in Deduplication rule.
   • And: The rules look for matches on both the Lead Company Name and Lead Person Last Name fields.
   • Or. The rules look for matches on either the Lead Company Name or Lead Person Last Name fields.
5. Click Save.

Before you use deduplication on Company or Person records, you can further customize the deduplication screens and set up match rules for the entities on which you want deduplication to work. When deduplication is enabled, two match rules are configured by default for the Lead Company Name and Lead Person Last Name fields on the Lead deduplication screen so you don't need to customize this screen or set up match rules.