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Need help in setting DupeBlocker Scenario Rules in Salesforce

Swapnil_Dethe
Contributor

Hi Team,

I am working on one requirement where I need to block duplicate leads te be created based on below 2 criteria:

1. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch

2. FirstNname + LastName + BirthDateMatch or BirthMonthYearMatch + Zipcode

Queries:

1. I dont understand how I can put (BirthDateMatch or BirthMonthYearMatch) condition in 'DupeBlocker Scenario Rules'.

2. How can I configure above two rules

Need your help to understand and configure above scenarios. Thanks in advance.

 

Thanks,

Swapnil

1 ACCEPTED SOLUTION

Based off your original post, yes!

View solution in original post

4 REPLIES 4

Pugs_Validity
Validity Team Member
Validity Team Member

Hey @Swapnil_Dethe - Thanks for reaching out. Dupeblocker does not currently support OR conditions so you'd simply need to create a seperate scenario for each set indiviudally. Let us know if you have any additional questions. 

Hi @Pugs_Validity , In that case I have to configure  above rules like:

1. FirstNname + LastName + BirthDateMatch
2. FirstNname + LastName + BirthMonthYearMatch
3. FirstNname + LastName + BirthDateMatch + Zipcode
4. FirstNname + LastName + BirthMonthYearMatch + Zipcode

Please confirm. Thanks

Regards,

Swapnil

Based off your original post, yes!