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VSU deactivate dupecatcher filter
I have been asked to dectivate the existing Dupecatcher filter for contact and lead email address (screenshot attached).
However, I am unable to find them under the Setup menu. Could you guide me to the correct location? This is my first time working on Dupecatcher filters, hence, I'd appreciate any inputs.
To be deactivated - "contact email address"
To be deactivated - "lead email address"
Unable to find any dupecatcher filter with the above name
However, I am unable to find them under the Setup menu. Could you guide me to the correct location? This is my first time working on Dupecatcher filters, hence, I'd appreciate any inputs.
To be deactivated - "contact email address"
To be deactivated - "lead email address"
Unable to find any dupecatcher filter with the above name
In the first screenshot, you will find an edit button, please click on that to edit "Contact Email Address" Rule and uncheck the "active" checkbox to deactivate that and do the same for "Lead Email Address".
Hope this will resolve your issue.
Regards,
All Answers
Are you using any custom appexchange app for duplicate management (Dupecatche so to say) or is it the native duplicate rules you are talking about?
In case if it is native then you may find it under setup, just write "Duplicate Rules" in quick search area under setup.
This link might help you
https://help.salesforce.com/articleView?id=duplicate_rules_create.htm&type=0&language=en_US
Please let me know if it helps.
Regards,
Ashish Kr.
You must be having a rule under dupecatcher app "Contact Email Address" which you need to deactivate.
Could you please provide a full screen screenshot of the first image in your first post?
Regards,
Ashish Kr.
You may need to deactivate Rule from Dupecatcher app.
Please use below link for Dupecatcher app reference.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003IYLlEAO
Regards,
Ashish Kr.
This is the list of duplicate rules that I can see. The ones that are active were created by me. I do not see any rule titles "Contact email address" or "Lead email address"
In the first screenshot, you will find an edit button, please click on that to edit "Contact Email Address" Rule and uncheck the "active" checkbox to deactivate that and do the same for "Lead Email Address".
Hope this will resolve your issue.
Regards,
I had to switch to classic as I coudl not edit in Lightning.
Regards,
Ashish Kr.
Please mark the correct one as a best answer if it solved your problem. It would help others if they get stuck with same issue in future.
Regards,
Ashish Kr.