|Available in: Lightning Experience, Salesforce Classic, and Salesforce1|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
Streamlined Handling of Potential Duplicates in Lightning Experience
When a sales rep is creating or editing a record in Lightning Experience, Salesforce handles duplicates a little differently depending on your duplicate rules. You can alert sales reps that they’re creating a duplicate or block new duplicates altogether. In Lightning Experience, the new, streamlined flow is less repetitive, and completing the process requires fewer clicks.
Suppose that a sales rep starts creating a record, entering a phone number that matches a phone number already in Salesforce. Salesforce shows a message with a link. The rep can save the new record or click View Duplicates to see the existing records.In this example, the new record duplicates two leads and a contact (1), and Lightning Experience displays the new default customizable alert (2).
If you block sales reps from creating duplicates instead of alerting them, a sales rep can click to view duplicates but can’t save a new one.
New Duplicate Alert in Lightning Experience, Salesforce Classic, and Salesforce1
If you customized the duplicate alert message before Summer ’17, the message isn’t changed. Otherwise, Salesforce displays the new customizable alert, “Use one of these records?” The part of the duplicate alert message that wasn’t previously customizable—“Did you mean one of these records?”—has been removed.