---
schema_version: "1"
id: 68416530a01d04bcebc9c210d5455f9e86e0199fee60e1e0153f16448e162ed0
title: Apply Fuzzy Matching for Smarter Categorizations
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_edd_story_fuzzy_matching.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_edd_story_fuzzy_matching.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 068f25bd0ecef69af5057e8aeb5e8d72901894f0ce2bf6750b11e2fde4b2460a
description: 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.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d166663e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d166663e58 ">To configure text fields in a model:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d166663e58 ">Create and Update Einstein Discovery Models</td>

          </tr>
        </tbody>
      </table>

1. In Model Setup, select a variable that contains spelling variations, click the **Settings** tab in the right panel, and preview variable contents.
    
    ![Variable values listed under Settings.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_story_fuzzy_matching.png)
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.
    
    ![Variable values listed under Settings.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_edd_story_fuzzy_matching_2.png)
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**.