A matching rule defines how duplicate records are identified in duplicate rules and
duplicate jobs. Salesforce provides standard matching rules for business and person accounts,
contacts, and leads. You can also create custom matching rules.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
- Customize Matching Rules
Find more duplicates by creating custom matching rules.
- Things to Know About Matching Rules
Find out how matching rules work, review what to know when you customize matching rules, and look at some examples to get started. Or go further: Do a deep-dive on matching criteria, methods, algorithms, match keys, and normalization criteria.
- Standard Matching Rules
You can use the provided standard matching rules with duplicate rules and duplicate jobs. You can’t edit these standard matching rules, but you can create custom matching rules.
