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Ian MunroIan Munro 

Duplicate rules not displaying

Our organisation has a rule that users cannot have delete record permissions for accounts and contacts. I have set up a permission set to grant access to the Duplicate Record Set page so users can enter Duplicate Record Sets when they find duplicate records, which one of the administrators can then review and execute the merges. The permissions are:
  • Object->Duplicate Record Sets - Modify All
  • System Permissions->View Roles and Role Hierarchy
  • System Permissions->View Setup and Configuration
The users can now create duplicate record sets but when they click on the "New" button, they cannot see any Duplicate Rules listed in the "New Duplicate Record Set" popup below the "Duplicate Rule" field. However, they can find and select a rule if they enter suitable search criteria to get the "Duplicate Rule" popup page displayed.

I presume I'm missing an entry in the permission set which will allow the correct behaviour of the "New Duplicate Record Set" popup. Any ideas what the problem is?

Our organisation is running Lightning UI for all users.
Best Answer chosen by Ian Munro
Narender SinghNarender Singh
There you go!
So basically to deal with any that's related to Duplicate Rules, we have these permissions:

To create, edit, or delete duplicate rules: Customize Application
And To view duplicate rules: View Setup and Configuration

Now since giving only the first permission, didn't work out for us. So its obvious that inorder to see that Duplicate rule in the dropdown list, the user must have the  'Customize Application' permission.
But you are not allowed to give this permission to the end users.
Quite a pickle!

So the only possible workaround I can think of would be to create a custom VF page to create a Duplicate Record Set. I can't comment on the complexity level of the code because I haven't worked with Duplicate Rules on an API level.

All Answers

Narender SinghNarender Singh
Hi,

Try giving the 'Customize Application' in your permission set. See if it works.
Ian MunroIan Munro
Hi Narender,

Thanks for the quick response.

Unfortunately, providing 'Customize Application' permission to end users is not an appropriate option for governance reasons.
Narender SinghNarender Singh
True. But according to the documentation, 
To create, edit, or delete duplicate rules: we need 'Customize Application' permission
And To view duplicate rules: We need 'View Setup and Configuration' (but you have already given this permission)

Just for testing purpose you can see and check if that's the permission you will need or is it asking for something else. 
Ian MunroIan Munro
I tested the granting of 'Customize Application' permissions and the Duplicate Record Set entry worked correctly. However, I'm not permitted to give this permission to end users.
Narender SinghNarender Singh
There you go!
So basically to deal with any that's related to Duplicate Rules, we have these permissions:

To create, edit, or delete duplicate rules: Customize Application
And To view duplicate rules: View Setup and Configuration

Now since giving only the first permission, didn't work out for us. So its obvious that inorder to see that Duplicate rule in the dropdown list, the user must have the  'Customize Application' permission.
But you are not allowed to give this permission to the end users.
Quite a pickle!

So the only possible workaround I can think of would be to create a custom VF page to create a Duplicate Record Set. I can't comment on the complexity level of the code because I haven't worked with Duplicate Rules on an API level.
This was selected as the best answer