Overview

As a Salesforce administrator, the Salesforce duplicate rule is a powerful tool that allows you to define what happens when creating new or updating existing records results in duplicates. Salesforce provides standard duplicate rules and will enable you to create custom ones for all the objects the App allows you to match with: contacts, leads, and personal accounts. With a duplicate rule, Salesforce empowers you to specify what happens when a user tries to save a duplicate record. One of the actions available is to “Allow” record save with prior “Alert”.

By default, the Cvent app doesn’t save the duplicate records and logs the attempt on the corresponding Attendee or Respondent Temp Record in case the “Allow+Alert” duplicate rule is triggered. Cvent strongly recommends this default behaviour as it ensures the App doesn’t create duplicates. The Cvent app can change this behaviour to bypass the “Allow+Alert” duplicate rule.

How To Enable/Disable

Go to Setup > Custom Settings. Click Manage for Environment Settings and create or edit the Default Organization Level Value and check one of the following checkboxes depending on your requirements:

• Bypass Contact Dupe Rules on Insert
• Bypass Contact Dupe Rules on Update
• Bypass Lead Dupe Rules on Insert
• Bypass Lead Dupe Rules on Update
• Bypass PA Dupe Rules on Insert
• Bypass PA Dupe Rules on Update