Customize Matching Rules

Find more duplicates by creating custom matching rules.

Available in: Lightning Experience and Salesforce Classic

Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create, edit, or delete matching rules:	Customize Application
To activate and deactivate matching rules:	Customize Application
To view matching rules:	View Setup and Configuration

From Setup, use the Quick Find box to find Matching Rules.
If editing an existing matching rule, make sure that the rule is inactive.
Click New Rule or Edit.
Apply the matching rule to an object.
Enter a name and description for the rule.
If you’re working toward complying with various data protection and privacy regulations, consider excluding personal data from the name and description.
Enter the matching criteria.
The matching criteria define which fields to compare and how. To add fields (up to 10 total) or adjust the matching equation (for example, to change an AND expression to an OR expression), add filter logic.
Save and activate the rule.
The activation process can take some time. You’re notified by email when your matching rule is ready to use.

When a matching rule is active, you can use it with duplicate rules and duplicate jobs.

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