how to edit matching rules 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. If you’re working toward complying with various data protection and privacy regulations, consider excluding personal data from the name and description.
• Enter the matching criteria. The matching criteria define which fields to compare and how. ...
• Save and activate the rule. The activation process can take some time. You’re notified by email when your matching rule is ready to use.

Full Answer

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. ...

How do I activate matching rules in Salesforce?

Lightning ExperienceClick the gear icon.Click Setup.Under 'Administration,' click Data.Under 'Data,' click Duplicate Management.Click Matching Rules.

What is standard matching rule 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 is the difference between duplicate rules and matching rules in Salesforce?

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 happens if the record chosen as master is below on other selected duplicate in the hierarchy in Salesforce?

If the record chosen as primary is below another selected duplicate in a hierarchy, you can't finish merging. Choose a different primary record or edit the Parent Account or Reports To value on one of the records.

What is match key in Salesforce?

A match key is generated using the field combinations specified in the standardized field format. A matching rule can have multiple match keys. A custom matching rule can have up to 10 match keys; you're prevented from saving a matching rule that requires more.

What is fuzzy matching in Salesforce?

For the fuzzy matching method, various fuzzy matching algorithms can be used. Each matching algorithm is scored based on how closely it matches the two fields. For example, if you select exact matching and the two fields match, the match score is 100. If the two fields don't match, the score is 0.

Can we use formula fields in matching rules?

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.

How do I prevent duplicates in Salesforce?

Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead.

How do I deduplicate data in Salesforce?

In the first phase of a deduplication project, you focus on your data requirements alone.List all objects that need deduplicating. Make a list of all objects that need to be deduplicated. ... List relevant fields for each object. ... Indicate matching method for all fields. ... List words to ignore.

How do I manage duplicate records in Salesforce?

To manage duplicates that aren't surfaced by a duplicate rule, create a duplicate record set.On a duplicate record set list view, click New.Specify a duplicate rule (in the Duplicate Rule field) or a duplicate job (in the Parent field).In Lightning Experience, in the Related tab, click New.

How do you prevent duplicate records in Salesforce Apex?

Preventing duplicate records in Salesforce based on a single field can be achieved using a Set that can store the values of that specific field from all existing records and compare it with the list of new records that are going to be inserted.

How do I report duplicates in Salesforce?

In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...

What is matching rule in Salesforce?

The functionality relies on two main components: Salesforce Matching Rules: Matching rules are used to determine whether the record that is being created or edited by the user is, in fact, a duplicate.

What happens if you pass duplicate prevention rules into Salesforce?

Duplicate prevention rules may result in data loss when information is passed from third-party integrations. For example, if you pass records into Salesforce from a marketing automation system, they can be blocked from being created and the additional intelligence/field data may also be lost.

How many duplicate rules can be deployed on each object?

Here are some limitations that you should be aware of: Only five duplicate rules can be deployed on each object (leads, contacts and accounts). The max rule limitation makes it nearly impossible to have a rule that covers all duplicate scenarios.

Can you duplicate records in Salesforce?

If your organization uses Salesforce, chances are that you’ve grappled with duplicate records at some point. With data coming from many sources such as direct user entry, imports using the Salesforce Data Wizard or third-party integrations, it’s pretty difficult to maintain good data hygiene. That being said, there is an out-of-the-box functionality that allows you to de-duplicate directly in Salesforce, the Salesforce Duplicate Management feature.

Can you bypass Salesforce sharing rules?

You can bypass Salesforce sharing rules when activating duplicate rules. In this event the rule may trigger a duplicate alert, but the user will not be able to see and/or edit the duplicate if they do not have access to the record.