Concept is simple: Think of companies with multiple store locations (like Starbucks) – there are multiple locations in a single city, but these Accounts are not duplicates -- the account name is similar, but the store number is unique.
We want fuzzy match on account Name to assist with preventing duplicates on account creation. However we want the matching rule to not-make-a-match if the Store Number value is different. (Store Number field on the account is unique)
We essentially want to be able to have the Matching rules IGNORE the fuzzy match on Account Name if the values in Store Number field are different, but not blank.
Example:
Existing Account: Name = "Freeman, Inc" Number = "1234"
New Account 1: Name = "Freeman, Inc" Number = "5678" --> desired result: No Match
New Account 2: Name = "Freeman" Number = blank --> desired result: Match
Is there a way to do this with the standard Matching/Duplicate rules in Salesforce that we are simply overlooking?
