How do I get records from an existing contact in Salesforce?
Add a Get Records element to your flow to query your org for any existing contact whose name matches what the flow user enters. After the Contact Info element, click . Click Get Records.
How does Salesforce find and handle 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.
How do I add a condition to a contact record?
After the Contact Info element, click . Click Get Records. In the New Get Records window, enter these values. In the Filter Contact Records section, for Condition Requirements, select All Conditions Are Met (AND). Enter these conditions. Click Add Condition, and enter these conditions. Click Done. Click Save.
How can I get the most out of Salesforce?
Maintaining clean, accurate data is one of the most important things you can do to get the most out of Salesforce. It builds the trust of your sales team and helps you work toward complying with various data protection and privacy regulations.
How do I find duplicates in Salesforce?
Hitting the 'Find Duplicates' button on the Lead record, presents the option to check the following options: Name. Last Name.
What is the standard contact 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. The standard matching rule for leads on accounts is activated with the purchase of Pardot Advanced or Premium edition.
How do I manage duplicate contacts in Salesforce?
Choose a contact record. A message tells you if duplicates exist for that record. To see them, click View Duplicates.Choose up to three contact records to merge. Click Next.Choose one contact record as the master, and choose the field values that you want to keep. Click Next. ... Confirm your choices and merge.
How do I use the matching 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.
What is the difference between matching rule and duplicate rule?
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 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.
How do I filter duplicates in Salesforce?
How to configure duplication rules:Go to Setup, in the QuickFind type Duplication Rules.Select New Rule and the object you want.Enter a name and description.Select the record-level security required: ... Set the action you want to happen when records match.More items...
How do I clean up duplicate records in Salesforce?
In Salesforce Classic Click + (All Tabs) on the Navigation bar. Search for Duplicate Record Sets. Select the Duplicate Record Sets that need to be deleted. Click the Delete button.
How do you find duplicates in Salesforce lightning?
In Setup, use the Quick Find box to find Lightning App Builder. On accounts, contacts, or leads, add the Potential Duplicates component. Select how you want to alert sales reps to duplicates. You can't add the Potential Duplicates component to custom objects.
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 a matching rule?
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.
Why the matching rule is applied?
Matching principle is especially important in the concept of accrual accounting. Matching principle states that business should match related revenues and expenses in the same period. They do this in order to link the costs of an asset or revenue to its benefits.
Match Keys
Match keys speed up matching by narrowing the potential matches to the most likely duplicates before the rule applies the comprehensive matching equation.
Matching Equations
The standard contact matching rule uses the following matching equation.
What is a contact key in marketing cloud?
Marketing Cloud uses a single unique contact key to identify a contact. Contact keys work well if all of your incoming information uses that same value to create contact records. Unfortunately, that’s not always the case.
Why is the relationship between you and your contacts important?
The relationship between you and your contacts is the foundation of your marketing efforts. If you’re going to create meaningful conversations, it helps to have the right information to send your contacts what they want.
Can you use a unique identifier for a contact key?
It’s easier if you’re already using a unique identifier for your contact key and importing only the necessary segmentation and personalization information into sendable data extensions. However, you may need a few more tools to locate all possible contact records.
