Set Up Duplicate Checking For Individuals in Community Hub

Administrators can enable and customize duplicate checking for potential duplicates when constituent try to create a new account on the Create Account and Create New Individual pages.

Enable for Individual Accounts

Please contact NimbleUser Support to complete these steps.

This enables duplicate record checking on the Create Account and Add Individual pages.

  1. From Setup, enter Custom Settings in the Quick Find box, then select Custom Settings.
  2. Next to Customization Settings, click Manage.
  3. Click Customization.
  4. Click Edit next to the customization setting for the Community Hub you want to customize.
  5. Select Individual Duplicate Checking Enabled.
  6. By default, the Apex class in Individual Duplicate Service Class identifies duplicates that are partial and exact matches. Alternatively, you can enter:

    NC.DatacloudDupeService

    We recommend you use this Apex class, as it utilizes Salesforce Duplicate Management to identify duplicates using the duplicate rule(s) and a matching rule(s) on the Account.

    NC.DupeService This Apex class identifies only duplicates that are exact matches.

    You can also use a custom Apex class to further customize the types of matches which are returned.

  7. Click Save.
  8. If you are using Salesforce Duplicate Management:
    1. Set up duplicate rules:
      1. From Setup, enter Duplicate Management in the Quick Find box, then select Duplicate Rules.
      2. Review the included duplicate rule(s) for person accounts and deactivate any you do not want to use.
      3. Activate a duplicate rule(s)

        1. Activate the Nimble AMS Account Duplicate Rule duplicate rule for person accounts to use the standard Nimble AMS duplicate management for individual accounts.

        2. To customize duplicate management for individual accounts, create a duplicate rule(s) and a matching rule(s) for person accounts. Learn more (external).

          Keep in mind that the alert text you enter on a duplicate rule displays in Community Hub and Staff View.

          Also, duplicate rules and a matching rules will affect duplicate management for all Community Hubs.

    2. Add the Potential Duplicates component to all Person Account record pages. Learn more (external).

Customize the Fields in Account Creation

Administrators can customize the fields displayed in the search results when constituents search for duplicate individuals on the Create Account page.

  1. From Setup, click Customize | Account, click Field Sets.
  2. Click Edit next to the "IndividualMatchingAccounts" field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Customize the Search Fields in Roster Addition

Administrators can customize the fields displayed when company managers are searching for duplicate individuals on the Add Individual page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the IndividualSearchInformation field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.

Customize the Fields Checked Against in Account Creation and in Roster Addition

Administrators can customize the fields checked against when constituents search for duplicate individuals on the Create Account page and when company managers search for duplicate individuals on the Add Individual page.

This effects duplicate record checking on the Create Account and Create New Individual pages.

  1. If you are using Salesforce Duplicate Management to identify duplicates:
    1. Update the matching rule(s) for person accounts to customize the fields that are checked against to identify duplicates. Learn more (external).
  2. If you are not using Salesforce Duplicate Management to identify duplicates:
    1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
    2. Click Edit next to the IndividualCreateAccountDupeCheck field set.

    3. Click and drag fields into the "In the Field Set" area.

      Press CTRL/CMND to select multiple fields.

  3. Click Save.

Customize the Search Results in Roster Addition

Administrators can customize the fields displayed in the search results when company managers search for duplicate individuals on the Add Individual page.

  1. From Setup, enter Accounts in the Quick Find box, then select Field Sets.
  2. Click Edit next to the IndividualSearchResults field set.
  3. Click and drag fields into the "In the Field Set" area.

    Press CTRL/CMND to select multiple fields.

  4. Click Save.