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Chloe Majors (Adams Cable Equipment Marketing Coordinator) 님이 * Sales Cloud - Getting Started *에 글을 올렸습니다
2015년 8월 27일 오후 6:37

I'm not sure if there's a solution out there for this but it's worth a shot! I've got matching/duplicate rules set up for Accounts and Contacts. However, we have a duplicate problem largely because reps will sometimes abbreviate an account name to ABC instead of typing it all out. My matching rule isn't set to catch when that happens:

Account: PhoneEXACTMatchBlank = FALSE) OR (Account: NameFUZZY: COMPANY NAMEMatchBlank = FALSE) OR (Account: WebsiteEXACTMatchBlank = FALSE

Is there a way to help the rule catch these potential duplicates by their abbreviated account names? I ask because I noticed that Global Search will pull up accounts like this for me. If I type in the abbreviation it will also show me an account with the name spelled out.

I'm also struggling because if I'm creating a new account that only contains one word that matches a different account the rule won't catch it. Which is probably for the best - I don't want it to pull up a million possible duplicates because my new account has "the" in its name. But, if I have three duplicate accounts such as "Soup Cans," "Cans of Soup," and "Celery In Soup" I'd really like my alert to pop up if someone tries to create an account that is simply titled "Soup."

Sorry for the book! Any ideas?

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Vishal Soni (MIDCAI CONSULTING Director - Data & AI) 님이 * Data 360 *에 글을 올렸습니다
2025년 1월 15일 오전 8:20

New Idea - Using AI to find Appropriate Match Rules

https://ideas.salesforce.com/s/idea/a0B8W00000QepTvUAJ/using-ai-to-find-appropriate-match-rules 

 

After the data ingestion, we need to write the match rules for Identity Resolution (IR match rules). Right now, this process is all manual and time taking and we often need to explore deep into the data before we finalize the rules via multiple iterations.

Is it possible to have some AI intelligence doing this job of scanning the dataset and finding the appropriate rulesets that can provide good unification.

It came up during one of our client meetings that writing the IR rules manually is time taking, and it requires a good understanding of the data context as well as data quality before finalizing the rules. Use of some AI-based automation can help save good amount of time and resources (credits). For example, if we could have some agent that could tell that how many records have blank values for phone numbers, or how much variance is there in the 'country name' fields.

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  1. Robert Brown (NeuroGen AI)
    2025년 3월 24일 오후 3:52

    That would be a game-changer! An AI-driven agent that analyzes data and suggests optimal match rules could save a lot of manual effort. Curious if Salesforce has plans for something like this!

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Aruna Nagaraj (Fairfax Media Business Analyst) 님이 #Data Management에 질문했습니다
2018년 6월 18일 오전 6:56
Matching rules on Record Type or custom fields

Hi,

 

I am trying to create custom matching rules to identify duplicates . I want to include the record type field to restrict search accounts with same record type and unable to find an option. In my scenario there could be duplicate accounts in different teams with different record types and I want to throw duplicate error only if there exists an account with same name within the same record type.

 

I was unable to even add a matching criteria for a custom field. Please suggest how to resolve this.

 

Thank you,

Aruna

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  1. Charles Thompson (Retired)
    2024년 9월 27일 오전 2:00

    @Jesús Romo here are some comments:

    1. Duplicate Rule checking is initiated in the background every time you create or update duplicate rules.  This covers the retrofit of existing records, but take heed: it runs in the background and with a large database can take quite some time to complete.
    2. Default field values are assigned before the field is displayed in the UI.  The documentation doesn't say at what point this value is saved when the record is created without UI, but I guess it would be after all automations are run (pre and post save), if no value is assigned to that field.
    3. What I understand from your comment is that you have two separate requirements: (a) to ensure a single account has no more that one of each address type, and (b) that the Address object has no duplicate records.  Is that correct?  For (a), you could create a record-triggered flow on Address object, which counts the different address records for an account and checks there for duplicates, displaying a custom error message if the user is trying to break the rule.  This would only work for new and changed address records, of course, so you'd need a way to review existing accounts. For (b) you can create a matching rule on Address, using the important (up to 5) fields such as Address Type, City (Fuzzy), ZIP (Fuzzy), State/Province, Country, then use this for a new Duplicate Rule.  Once you activate the rule, this will allow you to create a report type for Addresses with Duplicates.
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Riadh Mankai (Salesforce AI Forward Deployment Engineer) 님이 #SFDX CLI에 질문했습니다
2021년 7월 22일 오후 3:04
SFDX CLI not pulling Person Account matching rule

Using sdfx pull command to pull a PersonAccount Matching Rule from a scratch org is having some issues. The pulled file (Account.matchingRule) is almost empty. Please find the content of the file below. As you can notice, the file doesn't have any meta information about my custom matching rule that I created in my scratch org. Any ideas? Is this an SFDX bug?

<?xml version="1.0" encoding="UTF-8" ?>
<MatchingRules xmlns="http://soap.sforce.com/2006/04/metadata" />

#SFDX CLI #Sfdx Command #Person Account #Matching Rule #Sfdx #SFDX Source

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  1. Dhanya Mani
    2024년 4월 1일 오전 3:54

    For anyone who comes here for a solution: To include PersonAccount Matching rule, you have to use PersonAccount.<MatchingRuleName>

    <types>
    		<members>PersonAccount.Custom_Person_Account_Matching_Rule</members>
    		<name>MatchingRule</name>
    	</types>
    	<types>
    		<members>PersonAccount</members>
    		<name>MatchingRules</name>
    	</types>
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Sara Frikhi (Reej Consulting) 님이 Salesforce Duplicate Management에 질문했습니다
2023년 4월 21일 오후 7:36
Duplicate record set not created

Hi,

 

We have already 60k+ Person Account in our Org.

 

I set up some duplicate rules to be able report on the duplicates in order to merge them.

 

When I open records separately from the UI, the records are flagged as duplicates. 

 

BUT I discvoered that Duplicate Record Sets are empty. No record has been created for the Duplicate Person Accounts.

 

Any exaplanation ?

 

Thanks

#Duplicate Management #Duplicate Rules #Matching Rule

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Michael Kolodner (Kolodner.com LLC Salesforce MVP / Nonprofit Consultant) 님이 #Duplicate Rules에 질문했습니다
2021년 7월 16일 오후 1:59
Duplicate Rule won't activate

Matching rule is created and active. Duplicate Rule is created. But when I hit Activate, the screen reloads but nothing has changed. It's not marked Active, I get no error nor message of any kind. Nor has waiting 2

 

#Duplicate Rules #Matching Rule #Duplicate Management0 minutes or so accomplished anything.

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Bhavin Patel (Salesforce Community Experience Manager) 님이 * Sales Cloud - Getting Started *에 질문했습니다
2022년 3월 22일 오후 3:39
Use Matching Rules to Hunt Down Duplicate Records

🧐  Did you know? Matching rules are the engine that powers Duplicate Management. Check out this video >>> https://bit.ly/3wpml0Qto see how a matching rule works 

 

🎉  [Don't miss out! Join Answers Connect Group today: We have GREAT How-To Tips and more!]

Use Matching Rules to Hunt Down Duplicate Records

#Automation #Data Management #Proactive Content@Communications & Readiness Connect

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  1. Zachary King (SelfStudy)
    2022년 3월 23일 오전 5:21

    Great video, I can see this being very helpful!

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Jas C (Brt) 님이 #Duplicate Management에 질문했습니다
2021년 9월 22일 오전 8:35
Contact duplicate/matching rule not capturing

I have a matching/duplicate rule using the standard contact matching rule set up but when I go to a contact that I know is a duplicate, it does not pick it up. Does anyone know what i am missing in the set up?  I have activated both.

  #Automation

Contact duplicate/matching rule not capturing

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SARTHAK GARG (LIRIK Salesforce Developer) 님이 #Duplicate Rules에 질문했습니다
2021년 9월 23일 오후 12:37
When converting lead not getting suggestion of existing account when Lead company name & stateprovince

The existing account is getting populated when matching rule  when matching rule say:  Account:Name is EXACT matchblack=false  But not working when  (Account:Name is EXACT matchblack=false) AND(Account:Billing State is EXACT matchblack=false)

 

Why???

 

#Duplicate Rules  #Duplicate Rule  #Duplicates  #Matching Rule  #Sales Cloud

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monica meduri (prolifics) 님이 #Leads에 질문했습니다
2021년 9월 8일 오전 5:15
How to merge duplcate leads based on same email matching rule?

I created a custom report of type - 'leads with Duplicate record items' which shows the list of duplicate leads if they have same email-ID(matching rule)

 

How can I merge those leads? I don't want to do it manually. Please advise

 

#Leads #Merge Fields #Duplicate Leads #Duplicate Management #Matching Rule #Sales Cloud

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