What are the common matching methods that can be used in matching rules?
Required Editions
| Matching Method | Matching Algorithms | Scoring Method |
|---|---|---|
| Fuzzy: Phone | Exact | Weighted Average |
| Fuzzy: City | Edit Distance Exact | Maximum |
| Fuzzy: Street | Exact | Weighted Average |
| Fuzzy: ZIP | Exact | Weighted Average |
Which object can we setup data com duplicate matching rules?
The Duplicate Management with Data.com feature in Salesforce will increase the quality of the data and reduce the amount of time needed for custom coding to prevent duplicates. However, this feature is available only for the Lead, Contact, and Account objects. Custom Objects and Person accounts are not supported.
What are matching methods?
To work around these issues researchers often employ what are called “matching methods”. This involves taking observational data, such as data from surveys, and matching people who have similar characteristics but different treatments.
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.
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.
Where do I find duplicate rules in Salesforce?
Matching Rule Setup. To access the duplicate prevention functionality in Salesforce navigate to the Setup menu. Under the data.com Administration section select Matching Rules, or you can simply search ‘duplicate’ in the quick find.
How to prevent sales reps from creating duplicates?
For contacts, Maria wants to include fuzzy matching for the Mailing Street field. And instead of letting sales reps create the duplicates, she wants to block them from doing so, which we cover after this procedure. From Setup, Maria enters Matching Rules in the Quick Find box, then selects Matching Rules.