Are we able to enable creation of contacts automatically instead of leads in Pardot? Is there any documentation around this?
5 answers
Considerations for Duplicate Rules
• Duplicate rules are available for business accounts, person accounts, contacts, leads, and custom objects.
• Duplicate rules don’t run when:
– Records are created using Quick Create or Community Self-Registration.
– Leads are converted to accounts or contacts and your organization doesn’t have the “Use Apex Lead Convert” permission.
– Records are restored with the Undelete button. – Records are added using Lightning Sync.
– Records are manually merged.
– A Self-Service user creates records and the rules include conditions based on the User object.
– Duplicate rule conditions are set for lookup relationship fields and records with no value for these fields are saved.
For example, you have a condition that specifies a duplicate rule only runs when Campaign DOES NOT CONTAIN ‘Salesforce’. Then, if you add a record with no value for the Campaign field, the duplicate rule doesn’t run.
• If duplicate rules are set for an alert to show when duplicates are found, users are blocked from saving records and do not see a list of duplicates. This situation happens when:
– Records are added using the data import tools.
– A person account is converted to a business account (and the newly created business account matches existing business accounts).
– Records are added or edited using Salesforce APIs. Use DuplicateRuleHeader to allow saving records.
• If you’re saving multiple records at the same time and your duplicate rules are set to Block or Alert, records within the same save aren’t compared to each other; they are only compared with records already in Salesforce. This behavior doesn't affect the Report action, and duplicate record sets include records that match other records in the same save.
• Custom picklists are not supported when they’re included in a matching rule that’s used in a cross-object duplicate rule.
• The customizable alert text in duplicate rules isn’t supported by the Translation Workbench.
• Up to 5 active duplicate rules are allowed per object. • Up to three matching rules are allowed per duplicate rule, and each matching rule must be of a different object. • Duplicate management features are enabled by default for business accounts, contacts, and leads. To use duplicate management features for person accounts, enable person accounts, and then activate the standard person account matching and duplicate rules in Setup. New orgs come with standard duplicate rules for each supported object. Each duplicate rule is associated with a matching rule. You can deactivate these rules or create custom rules.
For More Information - https://dfqa-dreamevent.cs12.force.com/articleView?id=duplicate_management_considerations.htm&type=0&language=en_US
