Apply Fuzzy Matching for Smarter Categorizations

Fuzzy matching adds uniformity to spelling variations in variables, resulting in smarter categorizations and better predictions. Einstein Discovery transforms the data at prediction time, enabling you to skip cleansing during data prep.

Required Editions

Note Einstein Discovery stories are now models. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

Available in Salesforce Classic and Lightning Experience.

Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.

User Permissions Needed
To configure text fields in a model:	Create and Update Einstein Discovery Models

1. In Model Setup, select a variable that contains spelling variations, click the Settings tab in the right panel, and preview variable contents.
   
2. Click Fuzzy Matching in the Transform dropdown menu.
3. Einstein Discovery applies the Levenshtein distance algorithm for Distance Threshold, which is set to 1 by default. Use the lever to specify how values are to be clustered.
   
4. Specify if fuzzy matching can ignore case in the variable by clicking Ignore letter case differences.
5. Click Edit Buckets to review results. Adjust a bucket name by selecting it then clicking the pencil.
6. Click Done.