Create Matching Rule

In order to check for duplicates on new Company records, we need to create a new matching rule. 

• Click the gear icon in the top right of the screen, then click Setup.

• Type 'Matching' in Quick Find and then click Matching Rules.

• Click New Rule.

• Choose Account for the Object
• Click Next.
• Create a new Matching Rule based on the image below.

Note: You can configure this rule differently, however below is our recommendation.

• Click Save.
• Click Activate.

Edit Company Record Page

Next we need to add the Potential Duplicates component to the Company record page.

• From any Company record, click the gear icon in the top right of the screen, then click Edit Page.

• Drag 'Potential Duplicates' from the Lightning Components menu and insert on the right side of the page.

• Click Save.

Activate Duplicate Rule

Almost there! To finish up, we will create a new rule and duplicate checking with be enabled.

• Click the gear icon in the top right of the screen, then click Setup.

• Type 'Duplicate' in Quick Find and then click Duplicate Rules.

• Select Standard Account Duplicate Rule.

• Click Edit.

• Scroll down and select Account Duplicate Rule for Matching Rule.

Note: You may have named your rule differently. Select the rule you created in the previous step.

• Now you need to ensure it only checks on "real" company records and excludes the hidden account created for Individual Contacts (record type = SystemInternal).
  Scroll further down and add the condition to fire the rule only if pba__SystemIsIndividual__c = FALSE

OR have it fire on the record type name "Company":

• Click Save.
• Click Activate.

Done! You now have automatic duplicate checking activated for Company records.