Enabling or disabling deduplication

Deduplication is enabled by default on new installations.
  1. Select <My Profile> | Administration | System | System Behavior.
  2. Select Change.
  3. Select a value in Deduplication.

    When deduplication is enabled, you can use Deduplication rule to specify an operator to use in Lead deduplication rules. See System behavior fields for details.

  4. Select Save.

If you want to 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.