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Configure Create Contacts Invocable Action
Create matching rules and duplicate rules for the Contact object to avoid fuzzy matching and create contacts for the census members during bulk enrollment and new hire enrollment.
- From Setup, in the Quick Find box, enter Duplicate Rules, and then select Duplicate Rules.
- Click Standard Contact Duplicate Rule, and then click Activate.
- Click Deactivate.
- From Setup, in the Quick Find box, enter Matching Rules , and then select Matching Rules.
- Click New Rule.
- For Object, select Contact, and then click Next.
- Enter a Rule name.
- For Matching Method, select Exact Match.
- Save the changes.
- In the Quick Find box, enter Duplicate Rules, and then select Duplicate Rules.
- Click New Rule, and then select Contact.
- Enter a Rule Name, and then select the matching rule that you created for the Matching Rule field.
- Save the changes, and then click Activate.
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