Basically, these rules basically control the creation of any lead, contact, and account (or other objects) ; and determine whether to allow their creation and warn, block them, etc.
Actually, to create a duplicate rule, you need a binomial , which we describe here. They are called “Matching Rules” and “Duplicate Rules” :
Matching Rules define how duplicate records are identified switzerland number for whatsapp in Duplicate Rules and Duplicate Jobs. Salesforce provides standard matching rules that are already predefined, but you can create additional rules yourself . Matching can typically be defined as either exact or fuzzy (an algorithm that looks for similarities); and as mentioned, you need to be careful about being too restrictive to avoid excessive erroneous syncs between Account Engagement/Pardot and Salesforce.
Duplicate Rules Here we will use Matching Rules to identify possible duplicates and what to do with them.
Predefined rules
Several duplicate rules are already defined in the Salesforce installation, but these alone are insufficient to achieve the goal of minimizing duplicates.
There is room for improvement to cover this issue more broadly and also to give a clearer message to users about what to do when a duplicate is identified.
For all this, we are going to define a series of complementary Deduplication Rules , which we recommend creating and activating .
Scenarios to avoid
First, we need to think about what scenarios we want to avoid , especially having Account Engagement/Pardot on the other side, and then start creating these rules:
New repeated organizations.
New repeat leads.
New leads that are already contacts.
New repeated contacts.
New contacts that are already leads.
In the case of organizations or accounts, we are going to create two types of matching rules, since it is normal that they can be written differently .
For leads and contacts, we will only use exact match and email . We do not use names, because given the variety of ways of writing and the easy repetition of the same with very generalized surnames, it is better to avoid it in order not to saturate with unclear messages, which would make users start to stop paying attention to these important rules and their warnings.