Hi All,
I am having some issues with my duplicate and matching rules.
I believe the matching rule that I am building to be quite basic it is performing a fuzzy match on the account name and an exact match on the phone number or email address. Both phone and email are also selected to match if blank.
(Account: NameFUZZY: COMPANY NAMEMatchBlank = FALSE) AND ((Account: PhoneEXACTMatchBlank = TRUE) OR (Account: Company_EmailEXACTMatchBlank = TRUE))
I have one example in my org where there are 4 accounts, all owned by the same account owner, all have roughly the same company name, give or take Ltd, Limited, Plc etc, 2 have a matching phone number and 2 have blank phone numbers and all 4 have blank email address.
When I am logged in as the account owner, the lighnting component tells me that there are potential duplicates but only shows the accounts with the phone numbers.
I can only assume this is user error on my part but I thought that selecting match on blanks would include these other accounts when offering potential duplicates.
Am i missing a selection somewhere or not executing this correctly?
any advice would be greatly appreciated.
many thanks
Laura
Steven Trumble (Strum Consulting) Forum Ambassador
If you select Match Blank Fields for a field and that field is blank in both records being compared, the fields are considered matches. However, if you select Match Blank Fields for a field and that field is blank in only one of the records being compared, the fields aren’t considered matches.
https://help.salesforce.com/s/articleView?id=sf.matching_rule_matching_criteria.htm&type=5