Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
A matching rule applies criteria to determine how closely a field on a new or edited record matches the same field on an existing record. Standard matching rules include predefined criteria. When you create a custom matching rule, you define the criteria.
Table of Contents
What are duplicate rules in Salesforce?
Resolve and Prevent Duplicate Data in Salesforce
- Learning Objectives. Explain the difference between matching rules and duplicate rules. …
- Rules for Duplicate-Free Data. …
- Activate a Matching Rule. …
- Create a Custom Matching Rule for Contacts. …
- Block Duplicates with Fuzzy Mailing Streets. …
- Report on the Creation of Duplicate Accounts and Leads. …
- Resources. …
How to define validation rules in Salesforce?
Use Custom Metadata Types in Formulas, Default Values, and Validation Rules
- Learning Objectives. Describe use cases for referencing a custom metadata type in a default value, validation rule, or formula.
- Introduction. …
- Default Values. …
- Reference Custom Metadata Types in Validation Rules. …
- Create a Validation Rule. …
- Check the Validation Rule. …
- Reference a Custom Metadata Type Field in a Formula. …
- Check the Formula. …
- Resources. …
How to create sharing rules in Salesforce?
- From Setup, enter Sharing Settings in the Quick Find box and select Sharing Settings.
- Choose Position from the Manage sharing settings for: dropdown.
- In the Position Sharing Rules section, click New, and then complete the rule details. …
- Click Save, and then click OK on the confirmation message.
What are Salesforce workflow rules?
Salesforce workflow rules do not only involve setting up an action that is related to the activity and has to be created as and when required. Choose the object to which you want this workflow rule to apply. Automatically: Assignment Rules can add records to a Queue when they are created, based on specific record criteria. …
What is the difference between matching rules and duplicate rules?
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.
How do I set up a matching rule in Salesforce?
From Setup, use the Quick Find box to find Matching Rules.If editing an existing matching rule, make sure that the rule is inactive.Click New Rule or Edit.Apply the matching rule to an object.Enter a name and description for the rule. … Enter the matching criteria. … Save and activate the rule.
What fields can be used in matching rules Salesforce?
The available fields depend on which object the matching rule applies to and include both standard and custom fields. The supported input field types are email, lookup relationship, master-detail relationship, number, phone, standard picklists, custom picklists (single-select only), text, and URL.
Are Salesforce matching rules case sensitive?
Each matching algorithm is scored based on how closely it matches the fields. The fields being compared aren’t case sensitive.
What is matching rule and duplicate rules in Salesforce?
Matching rules and duplicate rules work together to ensure that your sales teams work with data that’s free of duplicates. Before your reps save new and updated records, matching rules and duplicate rules provide warnings of potential duplicates. You manage matching rules and duplicate rules in Setup.
What is a fuzzy match in Salesforce?
The fuzzy matching methods look for strings that approximately match a pattern. Some fuzzy matching methods, such as Acronym and Name Variant, identify similarities using hard-coded dictionaries. Because the dictionaries aren’t comprehensive, results can include unexpected or missing matches.
What are matching rules?
A matching rule applies criteria to determine how closely a field on a new or edited record matches the same field on an existing record. Standard matching rules include predefined criteria. When you create a custom matching rule, you define the criteria.
Can I use formula field for matching rule Salesforce?
When creating Matching Rule it does not allow us to select a formula field in Matching Criteria. Use of formula field in Matchin Rule is important because it will allow us to use Duplicate Management on Custom Objects having Master-Detail Relationships relationship with Person Accounts.
What are duplicate rules Salesforce?
A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
How Salesforce detect 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.
Can you have multiple duplicate rules in Salesforce?
You can use up to five active duplicate rules per object. You can add up to three matching rules in each duplicate rule, with one active matching rule per object. When you use multiple duplicate rules, you can include up to five active matching rules per object.
What is fuzzy logic matching?
What is Fuzzy Matching? Fuzzy Matching (also called Approximate String Matching) is a technique that helps identify two elements of text, strings, or entries that are approximately similar but are not exactly the same.