A nonprofit on Unlimited Edition uses direct mail extensively as a fundraising channel. The nonprofit wants to automate the search for duplicate contact records. What should the consultant recommend implementing?
While Duplicate Rules and Matching Rules are essential for preventing new duplicates from being created, they do not help with a database that already contains existing duplicates (which is common after large direct mail imports).12
The Solution for "Auto13mating the Search":
On Unlimited Edition, Salesforce provides a feature called Duplicate Jobs.
Scanning the Database: Unlike rules that fire during a save, a Duplicate Job runs a scan across the entire existing database (or a specific segment) to find existing duplicate records based on your Matching Rules.
Reporting: Once the job completes, it generates a list of "Duplicate Record Sets." This allows the nonprofit's data integrity team to review and merge records in bulk.
Use Case: For a direct mail organization, running a Duplicate Job before a large mailing ensures they aren't wasting money by sending two identical letters to the same household.
Why other options are incorrect:
Duplicate/Matching Rules (Options A & C): These act as "gatekeepers" during data entry. They find duplicates only when a record is created or edited; they do not proactively "search" the existing database.
Scheduled Apex (Option D): This is a custom coding solution. A consultant should always recommend native, declarative features like Duplicate Jobs before suggesting custom code.
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