When running a referral program, partners and their referred parties might attempt to sign up multiple times. Create duplicate rules and matching rules to avoid creating duplicate accounts for advocates and duplicate lead and account records for referred parties.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing |
| Available in: Enterprise, Performance, and Unlimited Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. Learn more about Referral Marketing with Partner Ecosystem management. |
Duplicate Rule and Matching Rule Configuration
In the B2B Referral Management org, create two matching rules for Account and Lead. In the criteria for both matching rules, select Email as the field and Exact as the match method. After you create the matching rules, create two duplicate rules for Account and Lead. Relate the duplicate rules to their corresponding matching rules. The duplicate rules and their corresponding matching rules together prevent businesses and their referred parties from signing up with the brand multiple times by using the same email address.
You can also add actions and alert text that informs the person who is trying to sign up that they already have an account with the brand.
Matching Rule and Duplicate Rule Use
Here’s how B2B Referral Management automatically uses the matching rules and the duplicate rules that you create:
- The Referral Event invocable action check whether:
- An advocate is trying to refer the same party multiple times.
- A referred party with a lead record and a Business Account record is trying to sign up with the company multiple times.