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.
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.
Each matching algorithm is scored based on how closely it matches the fields. The fields being compared aren't case sensitive.
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 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.
The standard account matching rule identifies duplicate accounts using match keys, a matching equation, and matching criteria. It's activated by default. The standard person account matching rule identifies duplicate person accounts using match keys, a matching equation, and matching criteria.
After matching rules do the work of identifying potential duplicates, duplicate rules step in and determine what to do with them.
The standard contact matching rule and standard lead matching rule identify duplicate contacts and leads using match keys, a matching equation, and matching criteria. They're activated by default.
0:003:28Use Matching Rules to Hunt Down Duplicate Records | SalesforceYouTube
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.
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.
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.
Steps to delete Duplicate Record Set from your organizationLog into Data Loader.Click Export.Select Show all Salesforce objects and select Duplicate Record Set (DuplicateRecordSet) object.Select Id and any other desired fields and follow the prompts to complete your export.
The standard account matching rule identifies duplicate accounts using match keys, a matching equation, and matching criteria. It's activated by default. The standard person account matching rule identifies duplicate person accounts using match keys, a matching equation, and matching criteria.
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.
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.
three matching rulesYou 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.
Merge Duplicate Cases from the Case Record Home List ViewGo to the Cases list view.Select the cases that you want to merge.You can select up to three cases.Click Merge Cases.The Compare cases model is displayed.Select the case that you want to use as the master record. Click Next.Click Merge.Apr 9, 2020
The match key is used to combine normalized field values for each record.
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