Universal Containers (UC) is facing data quality issues where Sales Reps are creating duplicate customer accounts, contacts, and leads. UC wants to fix this issue immediately by prompting users about a record that possibly exists in Salesforce. UC wants a report regarding duplicate records. What would be the recommended approach to help UC start immediately?
A.
Create an after insert and update trigger on the account, contact and lead, and send an error if a duplicate is found using a custom matching criteria.
B.
Create a duplicate rule for account, lead, and contact, use standard matching rules for these objects, and set the action to report and alert for both creates and edits.
C.
Create a duplicate rule for account, lead, and contact, use standard matching rules for these objects, and set the action to block for both creates and edits.
D.
Create a before insert and update trigger on account, contact, and lead, and send an error if a duplicate is found using a custom matching criteria.
B.
Create a duplicate rule for account, lead, and contact, use standard matching rules for these objects, and set the action to report and alert for both creates and edits.
Explanation:
Duplicate rules with alerts provide the immediate, scalable solution UC needs because they: 1) Leverage native Salesforce functionality; 2) Work across all interfaces (UI, API); 3) Provide real-time duplicate detection; and 4) Generate duplicate reports without blocking users. Triggers (A/D) require custom development and maintenance. Blocking duplicates (C) is too restrictive for initial implementation. The recommended approach allows UC to: 1) Quickly implement standard matching rules; 2) Alert users of potential duplicates during data entry; 3) Collect duplicate reports for analysis; and 4) Refine rules over time. This "alert first" strategy is ideal for initial rollout as it raises awareness without frustrating users. The duplicate reports help identify common duplicate scenarios that can inform future rule refinements. Standard matching rules provide immediate value while allowing customization later. This solution addresses both the immediate need for duplicate awareness and the reporting requirement, while establishing a foundation for more stringent controls as the organization adapts to the new duplicate management processes.