Salesforce Certified Data Architecture Practice Test

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What immediate action can UC take to address data quality issues with duplicate records?

  1. Create an after insert/update trigger with errors for duplicates

  2. Create a duplicate rule using standard matching rules and alert

  3. Create a duplicate rule that blocks creates and edits

  4. Create a before insert/update trigger on records

The correct answer is: Create a duplicate rule using standard matching rules and alert

Creating a duplicate rule using standard matching rules and alerting is an effective immediate action to tackle data quality issues related to duplicate records. This approach leverages Salesforce's built-in functionality to identify duplicate records based on certain criteria, which can include unique fields such as email addresses, phone numbers, or account names. By implementing this rule, UC can systematically monitor for duplicates in real time. When a user attempts to create or update a record that matches the defined criteria, Salesforce can prompt an alert, notifying the user about the potential duplicate. This not only raises awareness but also encourages users to review existing records before proceeding, thereby maintaining higher data integrity. The method focuses on prevention and awareness, allowing for a more user-friendly approach to managing duplicates, rather than immediately blocking the action or implementing complex triggers which might complicate the data handling process. Additionally, by using standard matching rules, it can efficiently cover a range of common duplicate scenarios without requiring extensive customization.