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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.
Do you have to put dashes in phone number field?
As users type their phone number, the proper format is displayed without any effort from the user. Users don’t need to type any parenthesis, dashes, slashes, periods, or spaces, just numbers. The field has a numbers only constraint to prevent validation errors if they type other characters.
When do you worry about a phone number field?
Users react the same to phone number fields like they do with birthdate fields. When they’re unsure about the proper format, they worry that the form won’t validate their input.
How to avoid bad practices on phone number form fields?
If they do, your phone number field has a poor user experience and needs to be redesigned. Avoid the bad practices and follow the best practice if you want to improve your phone number field. Some designers think that allowing a phone number in any format is the answer.
What’s the difference between matching rules and duplicate rules?
Here’s a quick primer on the difference: Matching Rules will identify ‘ what field ’ and ‘ how ’ to match. For example, ‘Email Field, Exact Match’ or ‘Account Name, Fuzzy Match’ They don’t do anything on their own. Duplicate Rules will use those Matching Rules to control ‘ when ’ and ‘ where ’ to find duplicates.
Can you add Contact Records with no parent account?
Contact records with no associated parent account can be added with any MailingPostalCode value. (Hint: you can use the ISBLANK function for this check) I THINK I know how to see if the contact mailing zip is not the same as the account shipping zip, and only if the is not blank.
Can a Validation rule be applied to a parent account?
The validation rule should ONLY apply to contact records with an associated account. Contact records with no associated parent account can be added with any MailingPostalCode value. (Hint: you can use the ISBLANK function for this check)