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 Fuzzy Matching in Salesforce

We are trying to understand how fuzzy matching works in Salesforce Matching Rules—whether it is based on word similarity or character/letter comparison.

Specifically, we want clarification on how Salesforce evaluates the following examples:

• SPT vs SPTV2 → Is this considered a fuzzy match? 
• SPT vs SPT INDIA → Is this considered a fuzzy match? 
• SPTV5 vs SPTV5 V → Is this considered a fuzzy match? 

We would like to know:

•  What logic Salesforce uses to determine a fuzzy match 
•  Whether it prioritizes core words or full string similarity
•  Why some variations are matched while others are not

#Trailhead Challenges  #Salesforce Developer  #Salesforce Admin  #Sales Cloud  #Security  #Flow  #Data Management  #Integration

Hi Everyone, 

Actually im work through this trailhead link (

) where i want to complete this below mentioned step. 

Now you are all set to test your product pricing on a quote.

1. From the App Launcher, find and select Quotes.
2. Change the list view to All Quotes.
3. Click Pricing Demo.
4. From the Pricing Demo quote page, click Browse Catalogs.
5. In the All Catalogs list, select Hardware Catalog, and click Next.
6. Under Categories, click Laptops.
7. From the displayed products list, select Laptop, and click Add.
8. Select the Accessories category.
9. On the Keyboard product, click . The product configuration page opens.
10. For Connection Type, select Wireless.
11. Click ‌Save & Exit to add the customized Keyboard directly to the quote.
12. Click Save Quote.
13. Increase the quantity of the Laptop product to 150.

But when i selected the product still i can see 0 product(s) selected and no option to select 'Add Selection to Quote'

If anyone have idea kindly guide me. Thanks InAdvance. 

Regards, 

P.Balaji Karthik 

I am struggling with some limitations of native Salesforce reporting and wondering if it's time to move to PowerBi or Tableau. We are a nonprofit working to reduce poverty in our community. One of the primary challenges is that we have a "lifetime" model, which means that people can engage in our services, disengage and then re-engage at a later date, as long as they are still in poverty (mix of federal guidelines and our own cost of living data). Each time a person engages with us, we create a new Intake and that Intake is then connected to other objects like trainings, employments, service plans, etc. So in effect each Intake (we call it Program Engagement) is like a chapter of a person's journey with us. This allows us to do some time based reporting as well as holistic outcomes. The challenge is that not everything is connected to a program engagement, as some things are more "evergreen" and not just tied to a specific point in time. For example we track referrals, and since people can come and go, the place they were referred by "today" may not be the place they get referred by 2 years from now. We can get a LOT of reporting via native reports, using report types, lookups, etc however, there are just times when the lifetime model creates some data/outcome "noise". So I am wondering if moving to PowerBi or Tableau would be the best long term solution, however, those solutions do come with a new learning curve, costs, etc.  As we want to keep people in Salesforce as much as possible and not have some Dashboards in SF and then other dashboards in PowerBi, etc.  So what are the pros/cons? Price is one, visibility is another, as not everyone needs to create Dashboards/reports but still need to view them. So....? 

Hi All, 

In Agentforce Revenue Management (NOT CPQ), I need to build a feature that doesn’t allow the user saving a quote with 2 specific bundles : 

• Bundle A
• Bundle B

So when the user selects both, an error message is displayed  saying “You can’t select the 2 bundles A and B. Please remove one.”

I thought of the Business Rule Engine with a Product Configuration Rule to manage this (with a Rule Scope of Transaction). But I can’t find the correct action to do that : 

• validate doesnt block the user, just displays a message next to the Product line on the quote
• Auto-remove doesn’t block the user saving the quote. It removes 1 of the 2 bundles arbitrarily without confirming with the User which bundles should be removed
• Same for Exclude.

I also thought of using the Constraint builder with Constraint Rule Engine. But I can’t find the appropriate constraint : is it Exclude? or Action Rule? 

Can someone please let me know what the best approach is please?