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Alan DePew (Jenzabar) 님이 #Duplicate Criteria에 질문했습니다

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

답변 5개
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    2021년 7월 8일 오후 3:11

    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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