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Hi everyone,

I have a question regarding Duplicate Rules design in Salesforce.

In a current implementation, we are evaluating whether to configure Duplicate Rules to effectively consider all records in the database, bypassing record-level security (sharing rules), in order to detect duplicates globally (across all Accounts/Contacts and companies).

The idea would be to run duplicate detection across the full database (not limited by user visibility) 

 

My question is:

Is this considered a best practice in Salesforce architecture?

Specifically:

  •  Are Duplicate Rules expected to always respect sharing rules and user visibility? 
  •  Or is there any recommended pattern where global duplicate detection (system-level) is acceptable while still maintaining security in downstream processes? 

@Salesforce Administrators & Developers, @Salesforce Administrators and Developers

 

 

#Salesforce Developer  #Architects  #Solution Architects

3 answers
  1. Jul 5, 8:41 AM

    @Lena Wong In my opinion yes, its a best practice. The reason is the data or information is hidden from user. The article also explains how to merge in this scneario.

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4 comments
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8 comments
  1. Aug 30, 2024, 9:15 PM

    Interesting thread... I believe that saying 'No' is a valuable skill - not just in consulting, but in life. However, when the word 'No' resonates too loudly with a client -- this compounds over time. If you say 'No' too much, at the time of your next consulting agreement with that client - you may get a taste of your own medicine with a 'No' answer reflected right back at you (i.e. 'No' consulting agreement).

     

    Rather than wrestle with the number of times you have to say 'No', I think it makes more sense to get a little more creative with your next consulting agreement with the client - and enable you to say 'Yes' more often. Then you and the client are happy. 

     

    I think the traditional SOW can have this kind of results more often. That's why I like to focus on a Consulting Services Agreement (with a range of services for a period of time) than a SOW.

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1 comment
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