---
schema_version: "1"
id: 6a0b55ce506d3152aae4475fc36e18bc7f36d174d7f3f14dda953182543563d0
title: Matching Rules and Duplicate Rules for Business Accounts and Leads
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/b2b_referral_duplicate_rules.md
canonical_url: https://help.salesforce.com/s/articleView?id=mktg.b2b_referral_duplicate_rules.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c5afa3810486432fea9d4e6b7a0690b317fe9fde6a5f68a696ea684d9bd72ac1
description: 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.
products:
  - Marketing
  - Marketing Cloud Account Engagement
release: "264"
---
# Matching Rules and Duplicate Rules for Business Accounts and Leads

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

<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: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Referral Marketing</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, and <strong>Unlimited</strong>&nbsp;Editions with Partner Ecosystem Management - Members or Partner Ecosystem Management - Login. <a href="https://help.salesforce.com/s/articleView?id=sales.b2b_referral_prm.htm&amp;language=en_US" target="_blank">Learn more about Referral Marketing with Partner Ecosystem management.</a></td></tr></tbody></table>

## 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.

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-referral_marketing-264-0-0-production-enus/069de2ea-aef2-412d-92c4-07a2a8ab4a37/images/icon_tip.png)

Tip If your brand wants to run additional checks before creating account and lead records, you can add the checks in the matching rules and duplicate rules.

## 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.