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Exam Certified Platform App Builder topic 1 question 386 discussion

Actual exam question from Salesforce's Certified Platform App Builder
Question #: 386
Topic #: 1
[All Certified Platform App Builder Questions]

Duplicate management for Leads has been implemented at Universal Containers but it seems duplicate leads are still being created.
The Org Wide Default (OWD) is set to `Private` for Leads.
Which two actions help prevent duplicate Leads from being created? (Choose two.)

  • A. Change the Lead Matching Rule to Block on Create.
  • B. Change the Lead Duplicate Rule details to Bypass Sharing Rules.
  • C. Change OWD for Leads to Public Read.
  • D. Change OWD for Leads to Public Edit.
Show Suggested Answer Hide Answer
Suggested Answer: AB 🗳️
by ars_kazu at Aug. 31, 2021, 2:03 p.m.

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LordGreed
6 months, 3 weeks ago
Selected Answer: AB
A and B is the most sound answer because you don't want to change the OWD of the Leads.
upvoted 2 times
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ImNotUrKind
8 months, 3 weeks ago
In this case, I've been thinking what are the best option and why. and I figured out that A and B are the correct ones and I'm going to explain the reason: First of all, we'll start with option A. A. Change the Lead Matching Rule to Block on Create. ---> We already know that Matching Rule cannot 'Block on Create' by itself but we also know that a Duplicate Rule without a Matching Rule is almost useless, therefore they are like an extension of each other and we can end up taking this first option as correct.
upvoted 2 times
ImNotUrKind
8 months, 3 weeks ago
B. Change the Lead Duplicate Rule details to Bypass Sharing Rules: When you are creating a Duplicate Rule there is a setting called: 'Record-Level Security' and has two option Enforce sharing rules, if you choose this option the Matching rule will compare records that only the user has access to, and only will return a list of duplicate records that the user has access to. Meanwhile, the second option is 'Bypass sharing rules': If you choose this option the Matching rule will compare all records regardless of user access but only will return a list of duplicate records that the user has access to.
upvoted 2 times
ImNotUrKind
8 months, 3 weeks ago
So maybe you are asking yourself 'Why I would use bypass sharing rules if at the end of the day user won't be able to know if there's a duplicate record?' and I would like to quote the following sentence that I found in a Salesforce article: "When the duplicate rule is set to bypass sharing rules, it operates on all potential duplicates regardless of ownership. Suppose that a rep starts creating a record that duplicates a record the rep doesn’t have access to. Salesforce alerts the rep and allows or blocks the duplicate according to your Action on Create setting. But Salesforce doesn’t display the record the rep doesn’t have access to." This means that even if the user/rep won't see the record duplicated it won't be able to create a new one and consequently no duplicated records will exist. and the other two options left I didn't find any other reason to use them. but If I'm wrong let me know.
upvoted 2 times
ImNotUrKind
8 months, 3 weeks ago
https://help.salesforce.com/s/articleView?id=sf.duplicate_prevention.htm&type=5
upvoted 2 times
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sf2022
9 months ago
Selected Answer: AC
Ans are A, C
upvoted 1 times
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ars_kazu
1 year, 8 months ago
Regarding option A, isn't it the duplicate rule, not the match rule, that can be blocked at creation time?
upvoted 1 times
sivsiv
1 year, 7 months ago
yes, for me this option also sounds strange, but it is the best we have. After all matching rule is a part of the duplicate rule, so if the former is working really badly -> the duplicate rule would not be able to catch the duplicate.
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