--- schema_version: "1" id: 31acb957cbf932679b913fb1825e5f4c41c4b75431bab6d5e76da2683c268ac4 title: Standard Matching Rule for Leads on Accounts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/matching_rules_standard_leads_on_accounts_rule.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.matching_rules_standard_leads_on_accounts_rule.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 60bde2e6390ee3a8c3217cd961395f1cb11be7d411857a700b0eca0ce6e3152b description: The standard matching rule for leads on accounts is activated with the purchase of Account Engagement Advanced or Premium edition. The rule populates the content of the Matched Leads component using a matching equation and matching criteria. By reducing redundant data, the rule and the component help you work toward complying with data protection and privacy regulations. products: - Sales - Sales Enablement release: "264" --- # Standard Matching Rule for Leads on Accounts The standard matching rule for leads on accounts is activated with the purchase of Account Engagement Advanced or Premium edition. The rule populates the content of the Matched Leads component using a matching equation and matching criteria. By reducing redundant data, the rule and the component help you work toward complying with data protection and privacy regulations. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-data_quality-264-0-0-production-enus/abf88105-66d5-422e-983e-0592556338d7/images/icon_note.png) Note The standard matching rule for leads on accounts works best on accounts with values in the Website field or the Account Name, Phone, Address, and City fields. ## Matching Equation (Company AND Street) OR (Company AND City AND State) OR (Company AND ZIP/Postal Code) OR (Company AND Phone) OR (Website) ## Matching Criteria

Account Field	Lead Field	Matching Algorithms	Scoring Method	Threshold	Blank Fields	Special Handling
Account Name	Company	Acronym Edit Distance Exact	Maximum	70	Don’t match	Removes words such as `Inc` and `Corp` before comparing fields. Also, company names are normalized. For example, `1st National Bank` is normalized to `First National Bank`.
Phone	Phone	Exact	Weighted Average	80	Don’t match on all sections except Area Code, which ignores blank fields	Phone numbers are broken into sections and compared by those sections. Each section has its own matching method and match score. The section scores are weighted to come up with one score for the field. This process works best with North American data. International code (Exact, 10% of field’s match score) Area code (Exact, 50% of field’s match score) Next 3 digits (Exact, 30% of field’s match score Last 4 digits (Exact, 10% of field’s match score) For example, suppose that these two phone numbers are being compared: `1-415-555-1234` and `1-415-555-5678`. All sections match exactly except the last 4 digits, so the field has a match score of 90. The field is considered a match because the score exceeds the threshold of 80.
Billing Street	Street	Edit Distance Exact	Weighted Average	80	Don’t match	Addresses are broken into sections and compared by those sections. Each section has its own matching method and match score. The section scores are weighted to come up with one score for the field. This process works best with North American data. Street Number (Exact, 20% of field’s match score) Street Name (Edit Distance, 50% of field’s match score) Street Suffix (Exact, 15% of field’s match score) Suite Number (Exact, 15% of field’s match score) For example, suppose that these two billing streets are being compared: `123 Market Street, Suite 100`, and `123 Market Drive, Suite 300`. Because only the street number and street name match, the field has a match score of 70. The field isn’t considered a match because the score is below the threshold of 80.
Billing ZIP/Postal Code	ZIP/Postal Code	Exact	Weighted Average	80	Don’t match	ZIP codes are broken into sections and compared by those sections. Each section has its own matching method and match score. The section scores are weighted to come up with one score for the field. First 5 digits (Exact, 90% of field’s match score) Next 4 digits (Exact, 10% of field’s match score) For example, suppose that these two ZIP codes are being compared: 94104-1001 and 94104. Because only the first five digits match, the field has a match score of 90. The field is considered a match because the score exceeds the threshold of 80.
Billing City	City	Edit Distance Exact	Maximum	85	Don’t match
Website	Email	Exact	Maximum	100	Don’t match	The domain in the email suffix in the lead record is extracted and compared to the website field in the account record. Email addresses ending in widely used domains such as gmail.com and yahoo.com are ignored.

If the account Website field has no value, and at least one contact is related to the account, the following matching criteria are also applied. | Related Contact Field | Lead Field | Matching Algorithms | Scoring Method | Threshold | Blank Fields | Special Handling | | --- | --- | --- | --- | --- | --- | --- | | Email | Email | Exact | Maximum | 100 | Don’t match | The domain in the lead’s email suffix is extracted and compared to email suffixes in the contact records with the 20 most recent system timestamps. Among those 20 records, the rule then identifies the 5 most frequently occurring email suffixes. Finally, the rule identifies as possible matches any leads that share those suffixes. Email addresses ending in widely used domains such as gmail.com and yahoo.com are ignored. | #### See Also - [Account Engagement Pricing](https://www.pardot.com/pricing/) - [View and Convert Leads on an Account](https://help.salesforce.com/s/articleView?id=sales.accounts_matched_leads_view.htm&type=5&language=en_US) - [Matching Criteria in Matching Rules](https://help.salesforce.com/s/articleView?id=sales.matching_rule_matching_criteria.htm&release=264.0.0&type=5 "A matching rule applies criteria to determine how closely a field on a new or edited record matches the same field on an existing record. Standard matching rules include predefined criteria. When you create a custom matching rule, you define the criteria.") - [How Match Keys Are Generated and Used in Matching Rules](https://help.salesforce.com/s/articleView?id=sales.matching_rules_match_key_process.htm&release=264.0.0&type=5 "When a matching rule runs, it applies one or more match key formulas before applying a comprehensive matching equation. Match keys help to increase the performance of duplicate rules through a preliminary comparison that narrows the matches to the 100 most likely duplicate records. Then the rule applies the matching equation only to those likely matches.")