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#Standard Duplicate Rules0 diskutieren mit

Concept is simple: Think of companies with multiple store locations (like Starbucks) – there are multiple locations in a single city, but these Accounts are not duplicates -- the account name is similar, but the store number is unique.

We want fuzzy match on account Name to assist with preventing duplicates on account creation.  However we want the  matching rule to not-make-a-match if the Store Number value is different.  (Store Number field on the account is unique)

 

We essentially want to be able to have the Matching rules IGNORE the fuzzy match on Account Name if the values in Store Number field are different, but not blank.  

 

Example:

Existing Account:  Name = "Freeman, Inc"  Number = "1234"

New Account 1:  Name = "Freeman, Inc"       Number = "5678" --> desired result: No Match

New Account 2:  Name = "Freeman"             Number = blank --> desired result:  Match

 

Is there a way to do this with the standard Matching/Duplicate rules in Salesforce that we are simply overlooking?

4 Antworten
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Hi all,

 

any ideas on how to best manage duplicate accounts ? Users engage with the same organisations in very different ways and therefore capture very different information. The confusion is obviously people seeing the same type of organisation that does not apply to them. 

 

What you recommend to manage this ?

 

#Duplicate Management  #Standard Duplicate Rules  #Record Types

2 Antworten
  1. 9. Apr. 2024, 14:40

    Hi,

     

    @Ezugo Okoma I am working with something similar to this. We have 4 different lines of business. A single customer may have 2, 3, or 4 lines of business. This means they may have that many different Accounts. We are in a cleanup process right now in an attempt to make this a cleaner environment.

     

    I now have a Parent Record type/Record page. That page can have whatever base information you want, Name, Address, phone, etc...

     

    The Users will attach each of the existing Accounts to the Parent (via the Parent Account Field) to make a connection. They can click on the hierarchy of any of the Accounts to see what they are related to. 

     

    In a step further I created a flow to link the Accounts/Opportunities/Contacts as actual related lists to the Parent. If they open just the Parent record they can view the related lists and see everything at a glance. 

     

    I know this is an older post but I hope this helps. 

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I have a duplicate rule configured in my sandbox. The duplicate rule is blocking the duplicates as I mentioned 'Allow on Creation : Block' . Will the duplicate record item store the duplicate record when it identifies a duplicate. Ideally it should not happen as duplicate rule won't allow the record to enter Salesforce then how does the duplicate will get stored in Duplicate record item. Is my thinking correct or it works different as to what I'm thinking. 

 

#Duplicate Management  #Standard Duplicate Rules  #Duplicate Record Set

3 Antworten
  1. 20. Feb. 2024, 08:50

    Unfortunately, the duplicate record sets only get generated when a record is created/updated in a way that a matching rule is now triggered. This means that only updates to the fields that are used in the matching rule conditions triggered the duplicate record item creation.

    Performance and Unlimited Editions orgs allow you to run something called duplicate jobs, manually. These jobs will generate duplicate record sets for the records that are already there without having to update them. https://help.salesforce.com/s/articleView?id=sf.duplicate_jobs_run_and_manage.htm&type=5

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Manage duplicates more effectively by adjusting the settings in standard duplicate rules or creating custom rules. Here's how 👇

Customize Duplicate Rules

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