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.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- Standard Account Matching Rule
The standard account matching rule identifies duplicate accounts using match keys, a matching equation, and matching criteria. It’s activated by default. - Standard Person Account Matching Rule
The standard person account matching rule identifies duplicate person accounts using match keys, a matching equation, and matching criteria. To use the rule, first enable person accounts, and then activate rule in Setup. - Standard Contact Matching Rule and Standard Lead Matching Rule
The standard contact matching rule and standard lead matching rule identify duplicate contacts and leads using match keys, a matching equation, and matching criteria. They’re activated by default. - 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.