Record Validation for Duplicates: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for validating lead, contact, and business account records for duplicates. This information will also help you understand (and change, if needed) the settings that affect the workflow of validating duplicate records.

Implementation Checklist

We recommend that before you start validating records for duplicates, you make sure that the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Criteria to Check
Enable/Disable Features (CS100000) The following features have been enabled:
  • Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns
  • Duplicate Validation in the Customer Management group of features: This feature provides the duplicate validation functionality, which you can use to set up and perform automatic validation of lead and contact records for duplicates
Duplicate Validation (CR103000) All necessary settings have been specified and saved to the system, as described in Duplicate Validation.

Validation of Configuration

To make sure that all configuration has been performed correctly, we recommend that you test the validation of one record and the validation of multiple records by following instructions similar to those described in the following topics: