How to Manage Lead-to-Account Matching

For a Salesforce admin and user, here are the steps outlined in the document for setting up and utilizing the Lead-To-Account Matching functionality:

Matching Approaches

1. Lead to Account Domain Match:

   • Match leads and accounts based on their email and website domains.

2. Lead to Account Name Match:

   • Match leads to accounts based on the company name in the lead record.

Prioritization Score

• Accounts must have a score higher than the minimum prioritization score to be considered a match.

Creating Rules

1. Create New Rule:

   • Click the "Create New" button to define new matching rules.

   • Enter a rule name, select lead and account fields, and set the score type and value.

   • Configure additional conditions such as "Consider Empty Fields Match" or "Exclude From Lead-to-Account Matching."

2. Rule Details:

   • Modify On: Displays the last modified date.

   • Lead Field: Lead record field used for matching.

   • Account Field: Account record field used for matching.

   • Score: Determine the score type (add/deduct/Must Match).

3. Row Actions:

   • Edit Rule: Modify existing rules.

   • Delete Rule: Remove rules that are no longer needed.

4. Pagination:

   • Navigate through multiple pages of rules to view and manage them.

Duplicate Rules

1. Creating and Managing Duplicate Rules:

   • Navigate to "Duplicate Rules" in the Salesforce setup.

   • Create new rules or edit existing ones, specifying conditions and actions for duplicate detection.

2. Matching Rules:

   • Define how records are identified as duplicates, such as "Email Field, Exact Match" or "Account Name, Fuzzy Match."

   • Map fields between objects and set conditions for when the rule should run.

3. Activating Rules:

   • Save and activate the rule. Ensure all associated matching rules are active for successful activation.

   • Adjust the order of duplicate rules if multiple rules are active for the same object.

Zenroute Logs

• Use Zenroute logs to identify, understand, and debug any issues with rule population.

Utilizing Lead-to-Account Matching

Accessing Matched Accounts

1. Account Field:

   • View the best-matched account reference on the lead record page.

2. Domain Field:

   • Automatically populated based on the lead's email.

3. Auto Create Account:

   • Enable this checkbox to create a new account if no match is found.

Execution Conditions

1. High Prioritization Score:

   • If the account's prioritization score exceeds the minimum score, the account is populated on the lead.

2. Low Prioritization Score:

   • If the score is below the minimum, no action is taken, and other accounts are checked.

3. No Matching Account:

   • If no account is returned and "Auto Create Account" is enabled, a new account record is created.

Use Case 1: Add - Lead to Account Matching When Name Match is Checked

Steps:

Step 1: Activate Matching Rule on Lead

• Ensure the matching rule for leads is activated.

Step 2: Configure Lead-to-Account Matching

• Navigate to the Lead to Account tab.

• Check the Lead to Account Name Match checkbox.

• Click Create New.

  
  

Example Mapping:

Step 3: Create an Account

Example:

Step 4: Create a Lead

Example:

Result:

• The lead should be matched to the account "Ram" based on the configured rule.

Use Case 2: Deduct Score - Lead to Account Matching When Name Match is Checked

Steps:

1. Create an Account

2. Create a Lead

Result:

The lead-to-account matching score will be adjusted based on the configured deduction rule.

Use Case 3: Must Match - Lead to Account Matching When Name Match is Checked

Step 1: Create an Account

Example:

Step 2: Create a Lead

Example:

Result:

• The lead should be matched to the account "Test New L To A" based on the "Must Match" condition.

These steps ensure administrators and users can effectively set up and utilize the Lead-to-Account matching functionality, streamlining lead management and improving data accuracy.