How to Manage Matching Rules

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

Steps:

1. Sync Active Duplicate Rules:

   • Click on the Sync button to sync all the active duplicate rules from the Salesforce Org to the Matching Rules screen.

2. Use Rules for Merging:

   • In the Matching Rules section, two boxes are provided:

     • Available Matching Rules: Lists all available active standard duplicate rules with auto merge disabled.

     • Selected Merge Rules: Lists selected rules for merging with auto merge enabled.

   • Move rules from Available Matching Rules to Selected Merge Rules to enable auto merge, and vice versa.

3. Create Merge Rule:

   • If there are no Merge Rules available in the organization:

     • Click on the "Create Merge Rule" button.

     • This redirects the user to the org's Duplicate Rules page, where they can create duplicate rules as required.

4. Navigate to Duplicate Rules:

   • Access Duplicate Rules:

     • From Setup, use the Quick Find box to find Duplicate Rules.

   • Edit or Create Duplicate Rules:

     • To edit an existing rule, click on the rule name and then click Edit.

     • To create a new rule, click New Rule, and select the object you want the rule to apply to.

     • Enter rule details including name, description, and record-level security settings.

   • Define Actions:

     • Select the actions to occur when a user starts creating a duplicate record.

     • Default actions include alerting users and reporting on duplicates created.

   • Define Matching Rules:

     • In the Matching Rules section, select the object to compare records on.

     • Select the matching rule that determines how records are identified as duplicates.

     • Matching rules define fields and matching criteria (e.g., "Email Field, Exact Match" or "Account Name, Fuzzy Match").

5. Field Mapping (if needed):

   • Select field mapping for each matching rule if required.

   • Decide how to compare fields on different objects or with custom fields.

6. Set Conditions (if needed):

   • Optionally set conditions for when the duplicate rule should run.

   • Conditions can be based on user profile, role, or record attributes like country, state, or province.

7. Save and Activate:

   • Save and activate the rule.

   • All associated matching rules must be active for activation to succeed.

8. Optional: Adjust Rule Order:

   • If multiple active duplicate rules exist for a particular object, consider adjusting the order in which the rules are processed.

Note:

• Utilize Zenroute Logs for identification, understanding, and debugging if the rules fail to populate fields as required.