Salesforce Duplication Rules in SFM Lightning Delivery
You can create Salesforce Duplicate Rules for various Objects. These rules allow the system to identify duplicate records, and either warn users or block them from creating based on the configured rules. This helps maintain clean and accurate data when users create records. For more information, see Duplicate Rules.
SFM Lightning Delivery enforces the actions defined in the Salesforce Duplicate Rules for header records when saving a record.
To enable SFM Lightning Delivery to respect the Salesforce Duplicate Rule configurations, set SET013 (Module: SFM Transaction Manager; Submodule: SFM Transaction Delivery Engine) to True.
When SET013 is set to True and duplicate rules are configured on the header record:
• If a duplicate record is detected, the SFM Delivery Engine displays the following message:
"Duplicate record found. Click 'Save' again to proceed if duplicates are allowed." This is followed by the message defined in the duplicate rule.
• When the user clicks Save again:
◦ If the duplicate rule is a warning, the record is saved.
◦ If the duplicate rule is a blocking error, the same error message is displayed, and the record is not saved.
When SET013 is set to False:
• The SFM Delivery engine blocks duplicate record creation, even if the duplicate rule is set as a warning.
• The error message is displayed every time the user tries to save, and the record is not created.
 |
• The setting, SET013 applies only to the header record.
• For child records, SFM Delivery engine always blocks duplicate records, even if the duplicate rule is configured as a warning.
• This setting is supported only in Web SFM Lightning Delivery (React-based delivery only).
|