Elite QandA


What is Salesforce fuzzy matching?


  1. What is Salesforce fuzzy matching?
  2. How does matching work in Salesforce?
  3. Are Salesforce matching rules case sensitive?
  4. Can we use formula field in matching rule Salesforce?
  5. What is duplicate management in Salesforce?
  6. What is standard account matching rule Salesforce?
  7. What is the difference between matching rule and duplicate rule?
  8. What is lead matching rule in Salesforce?
  9. How do I use matching rules in Salesforce?
  10. What is the difference between matching rules and duplicate rules?
  11. What are duplicate and matching rules in Salesforce?
  12. What is matching rule and duplicate rule in Salesforce?
  13. How do I clean up duplicates in Salesforce?
  14. What are the standard matching rules in Salesforce?
  15. What are matching rules?
  16. What is duplicate rule in Salesforce?
  17. How many duplicates work in Salesforce?
  18. How does Salesforce handle duplicate cases?
  19. What is match key in Salesforce?

What is Salesforce fuzzy matching?

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.

How does matching work in Salesforce?

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.

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.

Can we use formula field in 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 is duplicate management in Salesforce?

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.

What is standard account matching rule Salesforce?

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.

What is the difference between matching rule and duplicate rule?

After matching rules do the work of identifying potential duplicates, duplicate rules step in and determine what to do with them.

What is lead matching rule in Salesforce?

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.

How do I use matching rules in Salesforce?

0:003:28Use Matching Rules to Hunt Down Duplicate Records | SalesforceYouTube

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.

What are duplicate and matching rules in Salesforce?

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.

What is matching rule and duplicate rule in Salesforce?

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.

How do I clean up duplicates in Salesforce?

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.

What are the standard matching rules in Salesforce?

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.

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.

What is duplicate rule in 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 many duplicates work in Salesforce?

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.

How does Salesforce handle duplicate cases?

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

What is match key in Salesforce?

The match key is used to combine normalized field values for each record.



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