Duplicate management needs matching rules, a clear definition of duplicates and a reviewed merge process. Similar names alone may represent different people.
Before you begin
Use an authorized development or training organization with fictional records. Record the object names, permissions and configuration used so that someone else can reproduce the exercise.
Work through the idea
First describe the business requirement and the records involved. Keep the exercise separate from a live organization's data and change process. Platform behavior can depend on permissions and configuration; verify those conditions rather than assuming an administrator's result applies to every user.
- Choose reliable comparison fields
- Distinguish exact and possible matches
- Define review ownership
Practice task
Create fictional records with shared names, changed emails and true repeated entries.
Check your result
Label each case and explain which records require human review before merging.
A mistake to avoid
Never merge records solely because a name looks similar.
Keep a review note
Save the inputs or scenario, your reasoning and the result you checked. Explain one assumption and one case that needs more work. Revise the exercise after feedback and distinguish what you demonstrated from what remains untested.
Official reference for further study
Explore the related learning path · Choose another worksheet