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Alan DePew (Associate Manager, Enterprise Systems chez Jenzabar)
8 juil. 2021, 13:38
Duplicate Rules for Parent / Child Accounts

Would it be possible to setup duplicate rules that only match on Parent Accounts or Child Accounts? Many of our child accounts are similarly named to their parent and my fuzzy logic duplicate rules seem to cause a lot of false positives.

 

#Duplicate Criteria  #Duplicate Rules  #Data Management  #Sales Cloud

5 réponses
  1. Forum Ambassador Tom Bassett (Vera Solutions)
    8 juil. 2021, 15:11

    Hello Alan,

     

    If you have a indicator on the Account Record you could use that for a Custom Matching Rule criteria. 

     

    For example only run this logic if Is Child Account is TRUE. 

     

    You could use a formula to determine this by looking at the Parent Account field. 

     

    Thanks Tom

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Michael Cox a posé une question dans #Duplicate Rules
15 juil. 2021, 13:33
Duplicate management with phone numbers

I can't get the duplicate management to recognize that the same phone number but input in a different format are the same phone numbers.  Some data providers send leads to salesforce in format (555) 444-3333 others send it as 5554443333.  Salesforce doesn't recognize these are the same phone numbes.  Also if one phone number is in the Home number and it's in a another record as the work number it can't seem to find it as a duplicate.  The 2nd issue makes more sense but the first one seems like CRM 101 for it to pickup they are the same numbers.  Salesforce even formats the 5554443333 as (555) 444-3333 so it's hard for reps to even realize it's happened.

 

#Duplicate Rules  #Duplicate Criteria  #Duplicate Management

3 réponses
  1. Svyatoslav Chernyy (VRP Consulting)
    16 juil. 2021, 11:34

    Sorry for mixing up.

    https://help.salesforce.com/articleView?id=sf.matching_rule_matching_examples.htm&type=5

    this link was in addition to this part of my answer:

    "it does not allow cross-field checking, so Record1.Phone = 5554443333 and Record2.WorkPhone = 5554443333 won't be considered as duplicates." 

     

    Regarding Apex, deduplication is quite a difficult task, and it depends on each particular case, i.e: you can create your own matching keys, each Lead will have a new field with matching key Phone + WorkPhone, then you can create trigger/apex job that will compare records by these keys, but this approach may affect performance.

     

    I suggest voting for this idea, it can resolve your case: 

    https://trailblazer.salesforce.com/ideaView?id=08730000000cHBJAA2

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Lisa Donovan a publié du contenu dans * Salesforce Administrators *
25 mai 2021, 16:23

Hey Guys, I recently joined a company that has not had any de-duping process in place, I have 7 years worth of data to clean up. I am looking for the best low cost de-duping tool that will allow me to process multiple records at once and filter duplicate criteria. What have you used? What were the pros and cons? I have been looking at Zappit, Duplicate Check, Validity, and Data Cleanser, is one better than the other? The cost for each seems to vary quite a bit. 

Topics:   Best Low Cost, Duplicate Criteria

7 commentaires
  1. Chethan Kumar TJ (AutoScout24)
    25 juin 2021, 14:52

    Hey Lisa, Have a look at the article AI fo good data to understand the capabilities and limitations of Salesforce de duplication and how AI can resolve these limitations.

     

    Best Regards,

    Chethan   

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