In general, the "Like" operator should be used with the "Formula or Text" field and that formula should be equal to a field alias from your form. Additionally, you will need to add an extra percent sign around your field alias in order for the LIKE operator to function more like a wildcard lookup:
Full Answer
How many matching rules are there in Salesforce?
Out of the box, Salesforce provides three matching rules: for Accounts, Contacts, and Leads. These alone are insufficient, because: The error messages are not helpful to end users.
How to match leads to accounts based on domain in Salesforce?
Salesforce Flow and Process builder can be used to automatically match leads to existing accounts based on different criteria. In this post, I’ll show you how to match leads to accounts based on domain a well as company/account name.
How to manage duplicate records in Salesforce?
Salesforce Duplicate Management. Duplicate rules are the rules which define what needs to be done when a duplicate record is found. Records can be either Blocked from creation or Allowed to save as a new record as per the rules defined. Goto setup-> Administer-> Data Management-> Duplicate Management-> Duplicate Rules.
What is the difference between matching rules and duplicate rules?
Here’s a quick primer on the difference: 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 the common matching methods that can be used in matching rules?
Required EditionsMatching MethodMatching AlgorithmsScoring MethodFuzzy: PhoneExactWeighted AverageFuzzy: CityEdit Distance ExactMaximumFuzzy: StreetExactWeighted AverageFuzzy: ZIPExactWeighted Average5 more rows
How does matching rule works 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 fields can be used in matching rules Salesforce?
The available fields depend on which object the matching rule applies to and include both standard and custom fields. The supported input field types are email, lookup relationship, master-detail relationship, number, phone, standard picklists, custom picklists (single-select only), text, and URL.
Can we use lookup field in matching rule?
3) An auto-numbered lookup or master-detail relationship field can't be used in a matching rule.
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.
How do I update 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. ... Enter the matching criteria. ... Save and activate the rule.
What are match keys?
A match key consists of one or more corresponding columns from each table. When the match key value in Source 1 is identical to the match key value in Source 2, Compare compares the remaining columns in that pair of rows. By default, the primary key is used as the match key.
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 match in MDM?
A match / search strategy that uses probabilistic matching, which takes into account spelling variations, possible misspellings, and other differences that can make matching records non-identical. If selected, Informatica MDM Hub adds a special column (Fuzzy Match Key) to the base object.
What happens if the record choosen as Master is below another selected duplicate in the hierarchy?
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.
File Suffix and Directory Location
Matching rule components have the .matchingRule suffix and are stored in the matchingRules folder. The name of the component file is the standard or custom object name that is associated with the matching rule.
Declarative Metadata Sample Definition
The following is a sample XML definition of a matching rule. A matching rule can be associated with either a standard or a custom object.
Wildcard Support in the Manifest File
This metadata type supports the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.
When Should I Use Validation Rules?
Use Validation Rules to maintain user input data, or system modified records.
Sales Cloud Validation Rules
Sales reps aren’t the greatest fans of data input. To keep your Salesforce data quality on track, use Validation Rules to guide users while working with Sales Cloud objects.
Service Cloud Validation Rules
Service agents have enough to juggle while assisting customers on the phone, email, chat, or the many other channels they are expected to monitor.
Top Tips for Working with Salesforce Validation Rules
Ideally, admins should prepare/design automation/integrate systems respecting active Validation Rules. However, having a way to toggle which users should bypass Validation Rules is very useful.
Summary
This guide has covered when to use Validation Rules, how to create them, and 14 Validation Rule examples that are ready for you to implement in your org.
The lead to account matching process
The goal is to populate a related list on the accounts with the matched leads.
Create lead fields
Create a new lookup field on the lead to the account called “Account”.
Create account field
Create a text field on the account called “domain”. This is the field we will use to match the account domain to the lead domain. You will need to populate the account with the domain. This tutorial will not cover how to populate the domain on the account level.
Create the flow
Navigate to Setup > Process Automation > Flows and select new flow. Select AutoLaunched Flow from the wizard.
Add a Get Records element to the flow
Next, add another get records element to the flow to check to see if there is a company/account match.
Add an update records element to the flow
Lastly, add another update records element to the flow to update the account lookup on the lead if there is a company name -> account name match.
Activate the flow
Save and activate the flow. Note: the flow will need to be activated in order to create the process builder.
Do error messages cover every scenario?
They don’t cover every scenario, and. The error messages are not helpful to end users. You could buy an app to prevent dupes, and depending on the size of your org, you might need to find a de-duplicate service for your existing records.
Can you create duplicate rules in Salesforce?
The good news is that Salesforce allows you to create your own Duplicate Rules, so you shouldn’t need to spend extra to prevent duplicates going forward. Let’s start with Accounts. When users create Accounts, they are probably in a hurry (well, they’re always in a hurry!).
shafali
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.
Parul
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.
shariq
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.