So, how does it work? Well, it requires you to create matching rules. You can do this under Setup>Administration Setup>Data.com Administration>Duplicate Management>Matching Rules. Within here you can set what fields should be looked at for matches. For example, if you were doing leads, you would likely choose First Name, Last Name and Email.
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Screenshot: Matching Rules |
Now, once you have setup your matching rules, you have to make your "Duplicate Rules". You can do this under Setup>Administration Setup>Data.com Administration>Duplicate Management.>Duplicate Rules. Within here, you are specifying when should you matching rule be checked (when records have this value in them) and what should display to the user then they try to create the duplicate.
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Screenshot: Duplicate Rules |
Like most SalesForce implemented features where third party solutions previously existed, it is fairly well implemented and easy to use.
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