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How does Salesforce match duplicates?
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
What is duplicate management in Salesforce?
What is Salesforce Duplicate Management? The Salesforce Duplicate Management feature consists of Matching Rules and Duplicate Rules. Salesforce comes with three standard rules: one for business accounts, one for contacts and leads and one for person accounts.
What fields does Salesforce use to identify duplicates?
Salesforce finds and handles duplicates using a combination of matching rules and duplicate rules. Duplicate rules and duplicate jobs specify matching rules that determine how duplicates are identified. Duplicate sets and reports list the duplicates found.
Do you need data.com for duplicate management in Salesforce?
Ten months ago, I blog about standard Salesforce Duplicate Management feature. This is standard feature under Data.com, but you do not need to have Data.com license to use this. In this blog, I would like to share more about Duplicate Management on Cross Object Duplicate Rules. Example: Email should be unique across Contact and Lead.
Can you do cross object duplicate detection in Salesforce?
Salesforce can’t do a cross-object duplicate detection. Even though Salesforce alerts on manual input for all objects, duplicate jobs are limited to defining duplicates within objects, for example, when you need to identify whether your new Lead is already present in your org, but as a Contact.
Is there a custom matching rule for Salesforce?
So you create a custom matching rule to include fuzzy matching for phone numbers. Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t. Now let’s learn more about using duplicate rules to manage records.
How do you identify duplicates in Salesforce contacts?
We also give you other ways to identify duplicates. For example, some of your contacts include phone numbers with country codes. So you create a custom matching rule to include fuzzy matching for phone numbers. Salesforce flags contacts with matching phone numbers as duplicates, even though one includes a country code and the other doesn’t.