Hi! We're struggling with duplicate management, specifically matching rules and different record types. Mainly in leads and person accounts. Wanted to ask if someone has had similar issues and how you solved them?
E.g. We have 6 record types for leads and 4 record types for person accounts. They don't have anything to do with each other, so leads with different record types are not duplicates. However, we're not able to use record type as a criteria for matching rule, to my understanding.
We're also not able to use 'Type' as a criteria as we have leads with different types, that
are
duplicates.
We have solved this with a custom text field where we add a record type name with a RT before-save flow when lead or person account is created. We also use this cross-object, for leads & person accounts with the same record type. However, this is not working too well, the duplicates aren't always recognized when records are created.
