Sunday, October 4, 2015

Salesforce.com - How to set a customized “Matching Rule” for Duplicate Detection

To add a custom matching rule in Duplicate Detection, perform the following steps:


  1. Go to Setup -> Data.com Administration
  2. Select Matching RulesClick “New Rule”
  3. Select Object and Provide a Rule Name.  Then add customized filter criteria.
  4. After saving, activate the matching rule and use as explained in previous tip.

Written by Prabha Krishnamurthy

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