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  • Why do we use matching rule in Salesforce?

  • Satyakam

    Member
    April 29, 2016 at 10:32 am

    Why do we use matching rule in Salesforce?

  • shafali

    Member
    April 29, 2016 at 10:35 am

    Hi Satyakam

    Matching rules use criteria to determine how closely a field on a new or edited record matches the same field on an existing record, and, ultimately, whether the two records are duplicates. When you create a custom matching rule, you need to define certain criteria. For standard matching rules, the criteria are already defined for you.

    This link https://help.salesforce.com/apex/HTViewHelpDoc?id=matching_rule_matching_criteria.htm&language=en_US will give you a detailed description.

  • Shubham

    Member
    April 29, 2016 at 11:52 am
  • Parul

    Member
    September 18, 2018 at 7:10 am

    Hi Satyakam,

    Matching Rule -: The process used to identified duplicate rules and duplicate jobs we used  matching rules.Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.

    Thanks

  • shariq

    Member
    September 18, 2018 at 7:17 am

    Hi,

    Matching Rules
    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.

    Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

    Customize Matching Rules
    Find more duplicates by creating custom matching rules.
    Things to Know About Matching Rules
    Find out how matching rules work, review what to know when you customize matching rules, and look at some examples to get started. Or go further: Do a deep-dive on matching criteria, methods, algorithms, match keys, and normalization criteria.
    Standard Matching Rules
    You can use the provided standard matching rules with duplicate rules and duplicate jobs. You can’t edit these standard matching rules, but you can create custom matching rules.

    Thanks

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