Creating a New Scenario

To create a scenario from scratch access the DupeBlocker Scenarios tab and click "New".

DupeBlocker Scenario Details

Click on the help icons in Salesforce for additional information on each individual step.

Step 1: Scenario Name

Provide a text name for your scenario.

Step 2: Scenario Type

Select from the list of scenario types: Account, Contact, Lead, Lead to Contact, Lead to Account.

Step 3: Deployed

Check this box if you want this scenario to be deployed. Can leave the box unchecked for now and deploy when ready.

Step 4 & 5: Match on Insert/Update Action

Select how you wish to handle duplicates created via an insert/update.

Do Not Insert - Blocks insert/update and provides a message to user that a duplicate was found with a redirect link to the matched record.

Redirect to Existing: Only for "Match on Insert Result". Will not allow the insert and automatically redirects to the matched record. If multiple duplicates detected, a pop-up window will be displayed in the upper right hand corner of the screen with links to all the matching records.

Report Duplicate: Insert/update is allowed to complete but a warning is created and the DupeBlocker duplicate count is incremented for that record.
Do Nothing: No action taken.
Auto-Merge/Auto-Convert: AVAILABLE ONLY FOR MATCH ON INSERT ACTION & NEW IN DUPEBLOCKER 2!

Auto-Merge (Account, Contact, Lead Scenarios): Ability to automatically merge duplicates as they are being entered. This option can be combined with Scenario filtering to auto-merge records being entered via an external process that performs a single insert (i.e. Web to Lead inserts, filtering on Lead Source

More information on Auto-Merge Settings can be found in DupeBlocker Advanced Functions -> Auto-Merge.

Auto-Convert Lead (Lead to Contact, Lead to Account Scenarios): Ability to automatically convert a Lead to a matching Contact or Account during insert. This option can be combined with Scenario filtering to auto-merge records being entered via an external process that performs a single insert (i.e. Web to Lead inserts, filtering on Lead Source).

More information on Auto-Convert Settings can be found in DupeBlocker Advanced Functions -> Auto-Convert.

Click on the Auto-Merge/Convert Settings button at the top of then screen to review the default settings and customize as needed.

Note: If a record matches on multiple scenarios with different "Match on Insert Actions" the order of operations is as follows:

Auto-Convert (Lead to Contact over Lead to Account)
Auto-Merge
Blocks ("Do Not Insert", "Redirect to Existing")
Warnings ("Report Duplicate")

Step 6: Bypass Security

If unchecked, Salesforce sharing rules will apply. Duplicates will only be detected for records users have read access to. Checked will identify duplicates regardless of the Salesforce sharing settings.

Note: If "Bypass Security" is checked, but Salesforce sharing is implemented, it is recommended that warning tasks be assigned to the "Scenario Owner" as the user may not be able to merge potential duplicates based on their specific sharing rules.

Step 7: Error Message

Create a text message to display in Salesforce when "Match on Insert/Update" is set to "Do Not Insert".

Step 8: Create Task for Warning

Warnings will be created for any inserts/updates flagged as "Report Duplicate". This option allows you to create warning tasks to notify either the "Current User" or the "Scenario Owner" that a potential duplicate was identified. Tasks are set to trigger a task reminder in Salesforce.

No: no tasks created.

Yes - Scenario Owner: task created and the scenario owner is notified of the potential duplicate.

Yes - Current User: task created and the user performing the insert/update is notified of the potential duplicate.

The remaining fields are auto populated by DupeBlocker. No input is required when creating or editing a scenario.