When you enable duplicate and matching rules, a potential duplicates card (1) on record home pages alerts sales reps to duplicates. You can switch to a temporary toast message (2) or display both alerts.
- In Setup, in the Quick Find box, enter App Builder and then click Lightning App Builder.
- If desired, select a different option to alert sales reps to duplicates.
- On the Accounts or Contacts page, add the Potential Duplicates component.
Sometimes the list of duplicates by itself is all the information a sales rep needs. But a rep who has permission to merge duplicates can choose up to three records to merge.
Before merging, the rep can choose the correct value for each field.