---
schema_version: "1"
id: 9bbdaaec1117ab18c933ef03fb9c846a0e8e13b7cfcee5f3d8a52721f600ef64
title: Unify Service Data with Identity Resolution
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_unify_data_dc4service.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_unify_data_dc4service.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f95104ba907eb7f9ef958dac555cfdfd46c8d0731c8f83bf6ca0e61210aedcbd
description: Link multiple sources of data into a unified profile using an identity resolution ruleset. A ruleset contains match and reconciliation rules based on the Account data model object or the Individual data model object.
products:
  - Data 360
release: "264"
---
# Unify Service Data with Identity Resolution

Link multiple sources of data into a unified profile using an identity resolution ruleset. A ruleset contains match and reconciliation rules based on the Account data model object or the Individual data model object.

## Create an Identity Resolution Ruleset

Configure a ruleset to create a unified profile based on multiple sources of data. First you create your ruleset.

1. In Data Cloud on the Identity Resolutions tab, click **New**.
2. For the primary data object, select **Individual**.
    
    If you don’t see any objects available to select, make sure your data is modeled properly.
3. Leave the ruleset ID blank and click **Next**.
4. Name your ruleset and add an optional description.
5. Disable **Run jobs automatically**.
6. Click **Save**.

## Add Match Rules

Match rules identify what data is reviewed and used for matching. For this guide, we select all the default matching rules.

1. In the Match Rules section of the ruleset’s home page, click **Configure**.
2. Select **Fuzzy Name and Normalized Email** and click **Next**.
3. Keep the settings and click **Next**.
4. Click **Add Match Rule**.
5. Select **Fuzzy Name and Normalized Phone** and click **Next**.
6. Keep the settings and click **Next**.
7. Click **Save**.

## Set Reconciliation Rules

While match rules are used to link together data into a unified customer profile, reconciliation rules determine the logic for data selection. Let's set the default reconciliation rules.

1. In the Reconciliation Rules section, select the **Individual** object.
2. Set the default rule (1) to **Most Frequent**.
3. Click **Save**.
4. To run the ruleset manually, on the ruleset’s record page go to the **Processing History** tab.
5. Verify that **Automatic Runs** are disabled. If automatic runs aren’t disabled, click **Edit** and disable.
6. Click **Run Ruleset**.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/images/icon_note.png)

Note Read more about the [Identity Resolution Summary](https://help.salesforce.com/s/articleView?id=data.c360_a_resolution_summary.htm&type=5&language=en_US) and [Identity Resolution Reconciliation Rules](https://help.salesforce.com/s/articleView?id=data.c360_a_reconciliation_rules.htm&type=5&language=en_US). You can also take the [Data and Identity Trailhead Module](https://trailhead.salesforce.com/content/learn/modules/data-and-identity-in-salesforce-cdp?trail_id=explore-customer-360-audiences) for a deeper dive.

When the run finishes, review the Resolution Summary to determine how successfully profiles were unified. The higher the consolidation percentage, the more successful your ruleset was at combining individual records into unified individual profiles based on the ruleset’s match and reconciliation rules.

## View Unified Profiles in Profile Explorer

User Profile Explorer to validate and see a complete view of a unified profile for an account or individual.

1. In Data Cloud, click **Profile Explorer**.
2. To search for a profile, select an attribute and enter an exact phrase.
3. From the search results, select a profile to explore.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-data-data_cloud-264-0-0-production-enus/f3569962-3c9b-4f83-9d0c-b6a574e785da/images/icon_note.png)

Note You can’t configure the Unified Profile Insights app until after you’ve created at least one calculated insight. Learn more about [Profile Explorer in Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_profile_explorer.htm&type=5&language=en_US).