Here’s some additional information that will help you understand how matching rules work and how to use them.
Available in: Salesforce Classic and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
Standard Matching Rules We’ve provided several standard matching rules that you can use with Data.com Duplicate Management tools, such as duplicate rules. Each standard matching rule has been carefully designed to return the best possible set of match candidates for accounts, contacts, or leads.
Matching Criteria for Matching Rules Matching rules use criteria to determine how closely a field on a new or edited record matches the same field on an existing record, and, ultimately, whether the two records are duplicates. When you create a custom matching rule, you need to define certain criteria. For standard matching rules, the criteria are already defined for you.
Matching Methods Used with Matching Rules The matching method is the part of the matching rule’s matching criteria that determines how a specific field in one record is compared to the same field in another record. Each matching method is further defined by normalization criteria, match key definitions, matching algorithms, and other criteria.
Matching Algorithms Used with Matching Methods The matching method and its corresponding matching algorithms are part of the matching rule’s matching criteria. They help determine how a specific field in one record is compared to the same field in another record and whether the fields are considered matches.
Match Keys Used with Matching Rules Match keys increase the effectiveness of matching rules. Review how match keys are used to create match key values for standard matching rules. By understanding match keys, you’ll get a better sense of how duplicate detection works.
Normalization Criteria for Matching Rule Match Keys As part of the process of creating match key values, matching rule field values are normalized. How a field value is normalized depends on several factors, including the matching method for that field, as specified in the matching rule. In addition, some commonly-used fields, which are used in the standard matching rules, are specially normalized to optimize duplicate detection.
Matching Examples Check out some examples of matching rules in action to help you understand how records are compared and evaluated as duplicates.