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Salesforce Order Management
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          Use Matching Rules for Shopper Account Identification

          Use Matching Rules for Shopper Account Identification

          Order Management identifies an existing shopper by matching the shopper’s name or email address to an existing Account, Contact, or Person Account record. However, you can configure Order Management to use your org’s duplicate and matching rules instead when looking for existing shoppers.

          When configuring matching rules, complex rules can affect the integration’s performance.

          1. From Setup, in the Quick Find box, find and select Order Management.
          2. Switch the B2C Integration Data Matching Rules option to Active.
            If your matching rules identify multiple potential duplicate records, Order Management selects the one with the highest match score. If multiple records tie for the highest match score, you can’t guarantee which is selected.
           
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