Data Controls Implementation Guide

10.5

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Requirements

The embedded Duplicate Prevention control must ensure that duplication of records is not allowed.

The implemented solution must help a business user to avoid creating duplicate customer records. When a user tries to save a new record, search for duplicate records already existing in the Hub Server must be executed. If no match is found, then the new record is saved. Otherwise, the matched records are displayed to the user. The following options must be available to the user:

If a matched record found in the Hub Server exists in the Salesforce application, then a user should be able to open it.

If a matched record found in the Hub Server does not exist in the Salesforce application, then a user should be able to create a new record using the data of the matched record.

If an analysis of potentially matched records proves that the records are not duplicates, then a user should be able to save the new record.

If an error occurs during the search for duplicate records, then a user should be able to save the new record or cancel the save.

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Data Controls Implementation Guide

Data Controls Implementation Guide

Requirements

Requirements