Duplicate Management is a powerful tool and there are a lot of ways to get it set up. Here are some common questions.
|How do we get started configuring duplicate management?|
A good place to start is to use the same set of matching and duplicate rules in both Staff View and Community Hub. Follow these steps:
Later on, you might want to spice it up by having different rules in Staff View compared to Community Hub.
|Duplicate accounts are coming in via Community Hub even though we configured duplicate rules. Why aren't they getting blocked?|
Community Hub prompts users with potential duplicates if any are found, though it still lets them ignore this prompt and create an account. Carefully consider if you want Community Hub to outright block a user from creating an account in Community Hub, since they are probably there to update profile information or make a purchase.
If the influx of duplicates is getting hard to manage, read our tips on how to Reduce Duplicate Accounts Coming from Community Hub.
|Can we configure duplicate management only in Staff View?|
Yes, you need to:
|Can we configure duplicate management only in Community Hub?|
Yes, you need to:
|Can we choose between fuzzy and exact matching?|
Yes, and much more. Read Duplicate Services Available in Community Hub to learn about your options.
|We configured duplicate management but it isn't getting triggered or working as expected. How should I troubleshoot?|
The problem could be happening in one of several areas. Check out our tips for Troubleshooting Duplicate Account Management.
I'm trying to merge duplicate person accounts but encounter the error:
|Head over to Resolve Error When Querying Account Fields during Account Merging to learn how to resolve this.|