As Salesforce professionals, staying updated with the latest platform enhancements is crucial for delivering top-notch solutions. Salesforce’s Summer ’24 release introduces a feature that revolutionizes duplicate management in Flows. Here’s a breakdown of the five key areas of this new functionality:
1. Duplicate Check in Record-Triggered Flows
– Automatically checks for duplicates when a record is created or updated.
– Operates based on active Duplicate Rules for the object.
– Can be enabled for After Save Flows, providing a seamless data quality check.
2. Configuring Duplicate Check Step
– Easily add a ‘Check for Duplicate Records’ element to your flow.
– Configure the element to specify the Duplicate Rule to run against.
– No need for complex logic or custom Apex; it’s a native Flow feature.
3. Handling Duplicates
– Decide the course of action when a duplicate is found – report, alert, or block the flow.
– Customize the user experience by displaying a screen with duplicate details in Screen Flows.
– Allows redirection to existing duplicates, enhancing user navigation and data integrity.
4. Duplicate Record Sets and Variables
– Access Duplicate Record Sets within the flow to view identified duplicates.
– Use Flow variables to store and manipulate duplicate record information.
– Enhance decision-making logic based on the presence of duplicates.
5. Performance and Limits
– Duplicate checking is efficient and adheres to Salesforce Governor Limits.
– Ensure that your implementation respects org-wide limits for transaction-based processes.
– The feature is poised to maintain system performance while ensuring high data quality standards.
Leveraging this new feature will streamline your data management practices and support maintaining clean, duplicate-free Salesforce environments. Adapt your workflows to make the most of this update and keep data quality at the forefront of your solutions.
You can read it here: https://sfdc.blog/gGIhM
Source from asagarwal(dot)com