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.
Full Answer
What is email-to-case in Salesforce?
If a match is returned, the system associates the created Case to the related Contact record. The Email-to-Case logic queries all the Email fields on the Contact object, including Standard and Custom Email fields.
How do I create a matching rule?
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.
How do I use the matching criteria?
Enter the matching criteria. The matching criteria define which fields to compare and how. To add fields (up to 10 total) or adjust the matching equation (for example, to change an AND expression to an OR expression), add filter logic. Save and activate the rule.
Can I have the same email address on multiple contact records?
As a best practice, ensure that you don’t have the same email address on multiple contact records. 'From' field email address is matched with Contact's email address When an incoming email creates a Case in Salesforce via Email-to-Case, the logic looks to match the email address in the 'From' field to a Contact's email address in Salesforce.
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.
Can you have multiple email addresses in Salesforce?
Salesforce Contacts can have multiple email addresses on their record (Email, UCB, UCD, UCCS, SYS, etc). Marketing Cloud Subscribers can only have one email address on their record at any one time.
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.
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.
How do I add another email address to Salesforce?
Add an Email From AddressIn the app switcher, hover over your name and click Setup.Search for From Address Management .Click Add Email Address.Enter a complete email address.Click Save.
Can you more emails under one username on Salesforce?
All usernames are unique throughout all of Salesforce and must be in the form of an email address. A username can only be used once. The email address however can be used more than once.
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.
What is fuzzy matching example?
Fuzzy Matching (also called Approximate String Matching) is a technique that helps identify two elements of text, strings, or entries that are approximately similar but are not exactly the same. For example, let's take the case of hotels listing in New York as shown by Expedia and Priceline in the graphic below.
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 do you 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.
What is the Salesforce standard contact matching rule?
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 create a duplicate and matching rule in Salesforce?
From Setup, use the Quick Find box to find Duplicate Rules. To edit a rule, click the rule name, and click Edit. To create a rule, click New Rule, and select the object you want the rule to apply to. Enter the rule details, including a name, description, and record-level security settings.
What to do if Salesforce match rule fails?
If your custom matching rule fails on reactivation, contact Salesforce for help reactivating your match index.
How to add billing address to custom matching rule?
Let’s say you recently encrypted Billing Address on your Contacts, and you want to add this field to a custom matching rule. First, deactivate the rule or rules you want to add this field to. Make sure that Billing Address is encrypted with the deterministic encryption scheme. Then add Billing Address to your custom matching rule, just like you would add any other field. Finally, reactivate your rule.
What is matching rules?
Matching rules used in duplicate management help you maintain clean and accurate data. To make fields encrypted with Shield Platform Encryption compatible with standard and custom matching rules, use the deterministic encryption scheme.
How to enable deterministic encryption in Salesforce?
Ask an administrator to enable Deterministic Encryption from the Platform Encryption Advanced Settings page. If you don’t have a Data in Salesforce (Deterministic) type tenant secret, create one from the Platform Encryption Key Management page.
When are standard matching rules automatically deactivated?
Standard matching rules are automatically deactivated when encryption is added to a field referenced by that rule. To encrypt fields referenced in standard matching rules, follow steps 3–8.
Is Salesforce Shield available in Developer Edition?
Available as an add-on subscription in: Enterprise , Performance, and Unlimited Editions. Requires purchasing Salesforce Shield. Available in Developer Edition at no charge for orgs created in Summer ’15 and later.
