Evaluate Account Matching in Query Editor

Check the effectiveness of your account unification match rules by reviewing Unified Account profiles with Query Editor.

The following query compares the output from a ruleset with the ruleset ID 001 with the output from a ruleset with ruleset ID 002. The query compares how profiles linked to the phone number 555-234-5678 were unified by each ruleset.

To run this query in Query Editor in your org, customize the query for your org’s data.

1. Replace the account IDs in the specified UnifiedLinkssotAccount objects with ruleset IDs that are valid for your org. For example, to compare rulesets with IDs ABC and XYZ, replace UnifiedLinkssotAccount001__dlm and UnifiedLinkssotAccount002__dlm with UnifiedLinkssotAccountABC__dlm and UnifiedLinkssotAccountXYZ__dlm.

2. Replace the sample phone number, (555) 234-5678, with the phone number of specific record you want to review. Or, update the WHERE clause with different criteria.

Important Don’t remove the LIMIT clause from your query. An unlimited query response can return too many records to be useful.

After running the query, review the output to determine if the matches created by your match rules fulfill your business requirements. If not, tweak your match criteria and match methods to optimize your matching.

SELECT
	"ssot__Account__dlm"."ssot__Id__c",
	"UnifiedLinkssotAccount001__dlm"."UnifiedRecordId__c" as Med_UUID,
	"UnifiedLinkssotAccount002__dlm"."UnifiedRecordId__c" as LOW_UUID,
	"ssot__Account__dlm"."ssot__Name__c",
	"ssot__ContactPointAddress__dlm"."ssot__AddressLine1__c",
	"ssot__ContactPointAddress__dlm"."ssot__AddressLine2__c",	
	"ssot__ContactPointAddress__dlm"."ssot__CityId__c",
	"ssot__ContactPointAddress__dlm"."ssot__CountryId__c",
	"ssot__PartyIdentification__dlm"."ssot__PartyIdentificationTypeId__c",
	"ssot__PartyIdentification__dlm"."ssot__Name__c" AS "Party_Name",
	"ssot__PartyIdentification__dlm"."ssot__IdentificationNumber__c",
	"ssot__ContactPointPhone__dlm"."ssot__FormattedE164PhoneNumber__c"	
FROM "ssot__Account__dlm" 
	LEFT JOIN "UnifiedLinkssotAccount001__dlm" ON "UnifiedLinkssotAccount001__dlm"."SourceRecordId__c" = "ssot__Account__dlm"."ssot__Id__c"
	LEFT JOIN "UnifiedLinkssotAccount002__dlm" ON "UnifiedLinkssotAccount002__dlm"."SourceRecordId__c" = "ssot__Account__dlm"."ssot__Id__c"
	LEFT JOIN "ssot__ContactPointAddress__dlm" ON "ssot__ContactPointAddress__dlm"."ssot__PartyId__c" = "ssot__Account__dlm"."ssot__Id__c"
	LEFT JOIN "ssot__PartyIdentification__dlm" ON "ssot__PartyIdentification__dlm"."ssot__PartyId__c" = "ssot__Account__dlm"."ssot__Id__c"
	LEFT JOIN "ssot__ContactPointPhone__dlm" ON "ssot__ContactPointPhone__dlm"."ssot__PartyId__c" = "ssot__Account__dlm"."ssot__Id__c"
WHERE "ssot__ContactPointPhone__dlm"."ssot__FormattedE164PhoneNumber__c" = '(555) 234-5678'
ORDER BY 
	"ssot__ContactPointPhone__dlm"."ssot__FormattedE164PhoneNumber__c",
	"ssot__Account__dlm"."ssot__Id__c"
LIMIT 100