Dedupe Policy Configuration in Salesforce

Before enabling the policy, it's important to understand that the Account Dedupe Policy relies on Salesforce Duplicate Rules technology. Hence it is important to first configure the Salesforce instance to ensure the correct execution of the Account Dedupe Policy. 

1. Dedupe Best Match Account

Fullcast Policy Rules helps in finding the duplicate records. 

Creating Best Match Account rules in Salesforce Environment for the same two objects is necessary for executing the dedupe policy. 

The below screenshot is just an example and require changes from Customer to Customer based on their business logic

2. Dedupe Email Template

To setup the email template, in your Salesforce instance, Go to SETUP > Classic Email Templates > New Template

Sample email template

Subject :  Approval for Merging {!fcio1__Fullcast_Dupe_Action__c.Name}

Email Body:  Approval for {!fcio1__Fullcast_Dupe_Action__c.Name}

{!fcio1__Fullcast_Dupe_Action__c.fcio1__Master_Account__c}

3. Dedupe Approval Process

1. Go to SETUP --> Approval Processes 
2. Select Fullcast Dupe Action from the drop-down menu next to Manage Approval Processes For.
3. Select Create New Approval Process. Select Use Standard Setup Wizards from the drop-down.
4. In the screen that pops-up, enter a process name and description, if any. 
5. Click next and move to step 2. Set a criteria that needs to be met. In the below screenshot, an example criteria is given. Customer can set the criteria according to his requirement. Click next to proceed to step 3. 
6. In this page make sure that Administrators ONLY can edit records during the approval process option is selected.
7. Click Next and enter the email template name that should be used in the space available. 
8. Click next and from the available fields select Approval required and Master account fields and add it to the Selected fields. Check the Approval Page Fields to display the approval history information.

9. Click next and move to Step 6 page and save the approval process.