1. Salesforce Help Documentation: Set Up Duplicate Management. This document outlines the process: "To start using duplicate management, create matching rules and duplicate rules... A matching rule determines how records are identified as duplicates. A duplicate rule determines what to do when duplicates are identified."
Source: Salesforce Help, "Set Up Duplicate Management," accessed via Salesforce official documentation portal.
2. Salesforce Trailhead: Duplicate Management Module, "Get Started with Duplicate Management" Unit. This module explicitly states, "With Duplicate Management, you can control whether and when users can create duplicate records in Salesforce." It details how matching rules identify duplicates and duplicate rules handle them, confirming this is the intended tool for the scenario.
Source: Salesforce Trailhead, Module: Duplicate Management, Unit: Get Started with Duplicate Management.
3. Salesforce Architects Documentation: Record-Triggered Automation Guide. This guide reinforces the "clicks-not-code" principle, stating, "Before you write any code, see if you can solve your business problem using one of the declarative automation tools." This supports choosing Duplicate Management (declarative) over an Apex trigger (code).
Source: Salesforce Architects, "Record-Triggered Automation," Decision Guide section.