Dupes. Dupes. Dupes. Duplicates have been a problem with Salesforce for quite some time. They have recently rolled out better duplicate prevention features. I show you how to prevent these duplicates in Lightning Experience.
I walk you through how to create a new duplicate account rule, a corresponding Account Matching Rule, and how to activate both. We then put the new rule to the test by cloning an account to see if it prevents the duplicate account.
I go more in depth with the Matching Rule to provide it greater control of finding and blocking duplicate accounts.