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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

#Duplicates #Matching Rules #Duplicate Rules #Sales Cloud

1 answer
  1. Steven Trumble (Strum Consulting) Forum Ambassador
    Nov 6, 2023, 1:40 PM

    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
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