Loading
Data Quality
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Standard Matching Rule for Leads on Accounts

            You are here:

            1. Salesforce Help
            2. Docs
            3. Data Quality

            Standard Matching Rule for Leads on Accounts

            The standard matching rule for leads on accounts is activated with the purchase of Account Engagement Advanced or Premium edition. The rule populates the content of the Matched Leads component using a matching equation and matching criteria. By reducing redundant data, the rule and the component help you work toward complying with data protection and privacy regulations.

            Note
            Note The standard matching rule for leads on accounts works best on accounts with values in the Website field or the Account Name, Phone, Address, and City fields.

            Matching Equation

            (Company AND Street)

            OR (Company AND City AND State)

            OR (Company AND ZIP/Postal Code)

            OR (Company AND Phone)

            OR (Website)

            Matching Criteria

            Account FieldLead FieldMatching AlgorithmsScoring MethodThresholdBlank Fields Special Handling
            Account Name Company

            Acronym

            Edit Distance

            Exact

            		 Maximum 70 Don’t match Removes words such as Inc and Corp before comparing fields. Also, company names are normalized. For example, 1st National Bank is normalized to First National Bank.
            Phone Phone Exact Weighted Average 80 Don’t match on all sections except Area Code, which ignores blank fields

            Phone numbers are broken into sections and compared by those sections. Each section has its own matching method and match score. The section scores are weighted to come up with one score for the field. This process works best with North American data.

            • International code (Exact, 10% of field’s match score)
            • Area code (Exact, 50% of field’s match score)
            • Next 3 digits (Exact, 30% of field’s match score
            • Last 4 digits (Exact, 10% of field’s match score)

            For example, suppose that these two phone numbers are being compared: 1-415-555-1234 and 1-415-555-5678.

            All sections match exactly except the last 4 digits, so the field has a match score of 90. The field is considered a match because the score exceeds the threshold of 80.
            Billing Street Street

            Edit Distance

            Exact

            		 Weighted Average 80 Don’t match

            Addresses are broken into sections and compared by those sections. Each section has its own matching method and match score. The section scores are weighted to come up with one score for the field. This process works best with North American data.

            • Street Number (Exact, 20% of field’s match score)
            • Street Name (Edit Distance, 50% of field’s match score)
            • Street Suffix (Exact, 15% of field’s match score)
            • Suite Number (Exact, 15% of field’s match score)

            For example, suppose that these two billing streets are being compared: 123 Market Street, Suite 100, and 123 Market Drive, Suite 300.

            Because only the street number and street name match, the field has a match score of 70. The field isn’t considered a match because the score is below the threshold of 80.
            Billing ZIP/Postal Code ZIP/Postal Code Exact Weighted Average 80 Don’t match

            ZIP codes are broken into sections and compared by those sections. Each section has its own matching method and match score. The section scores are weighted to come up with one score for the field.

            • First 5 digits (Exact, 90% of field’s match score)
            • Next 4 digits (Exact, 10% of field’s match score)

            For example, suppose that these two ZIP codes are being compared: 94104-1001 and 94104.

            Because only the first five digits match, the field has a match score of 90. The field is considered a match because the score exceeds the threshold of 80.
            Billing City City

            Edit Distance

            Exact

            		 Maximum 85 Don’t match  
            Website Email Exact Maximum 100 Don’t match The domain in the email suffix in the lead record is extracted and compared to the website field in the account record. Email addresses ending in widely used domains such as gmail.com and yahoo.com are ignored.

            If the account Website field has no value, and at least one contact is related to the account, the following matching criteria are also applied.

            Related Contact FieldLead FieldMatching AlgorithmsScoring MethodThresholdBlank Fields Special Handling
            Email Email Exact Maximum 100 Don’t match The domain in the lead’s email suffix is extracted and compared to email suffixes in the contact records with the 20 most recent system timestamps. Among those 20 records, the rule then identifies the 5 most frequently occurring email suffixes. Finally, the rule identifies as possible matches any leads that share those suffixes. Email addresses ending in widely used domains such as gmail.com and yahoo.com are ignored.

            See Also

             
            Loading
            Salesforce Help | Article