Configure Identity Resolution Match Rules

To create or edit match rules:

1. Go to the record homepage of your identity resolution ruleset.
2. In Match Rules, click Configure or Edit.
3. Click Add Match Rule.
   Select a default match rule or click Custom Rule to create your own. To create a match rule based on party identifier or an external identity link, create a custom rule.
4. Click Next.
5. Edit, add, or delete criteria for your match rule. To create a match rule based on party identifier, select the Party Identification data model object and the Identification Number field. To create a match rule based on an external identity link, select the Identity Match data model object and the Identity Match Type field.
   

   Tip Matching on a single contact point isn’t recommended to avoid over grouping, except for unique external identifiers like a party identifier. Matching on single data point, such as phone number or email alone, could mix household members with a shared contact point into a single unified profile. By adding more match criteria, like name or email, you’re less likely to mix household members into a single unified profile.
   

   Note Each ruleset must have at least one match rule. You can't delete the last match rule from a ruleset. To stop a ruleset from running, delete it.
6. To set up cross-object matching, case sensitive matching, or allow blank values to match, click Configure to access the advanced criteria settings. For cross-object matching, the object you want to match to must be modeled properly.
7. Name your match rule with 80 characters or less.
8. Click Save.