Brent Downey has created a brilliant post on Salesforce’s new “Duplicate Management” tool. But one of the obvious features that is missing is being able to change the columns that the user sees when the Duplicate Management finds a match. For example, if you are matching on (e.g.) the contact name and city, when you find matching records only the contact name and city are displayed in the matching table, and there is no option to change this, which can be a real pain! I want to see the company name, address, etc. So I can tell if an actual duplicate or not. But there is a solution that I mentioned in my “Data Tips, Tricks & Strategy” session at Dreamforce 2015.
Fake your Matching rule
Brent did a great post on how to setup Duplicate Management, but I’m just going to focus on the matching rule. Based on my example above if I wanted to create a matching rule to match contacts with a similar First Name and Last Name I would create a matching rule that looks like the following: