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            Set Up Person Account Duplicate Rules for Shopper Profile Sync

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            Set Up Person Account Duplicate Rules for Shopper Profile Sync

            Configure matching and duplicate rules in Salesforce to prevent duplicate person accounts when Shopper Profile Sync creates or updates shopper records.

            1. Log in to your connected Salesforce org.
            2. Navigate to Setup | Data | Duplicate Management | Matching Rules.
            3. Click New Rule.
            4. For Object, select Person Account and click Next.
            5. Fill in the form:
              • Name: Shopper Profile Sync Matching Rule
              • Unique Name: Shopper_Profile_Sync_Matching_Rule
              • Description: Matching rules for Shopper Profile Sync.
            6. Under Matching Criteria, add the following fields:
              1. Required (must be present to turn on Shopper Profile Sync):
                • Commerce Customer Reference (Exact Match, Match Blank = true)
                • Commerce Organization Reference (Exact Match, Match Blank = true)
              2. Optional (customize based on how you want to deduplicate shoppers; substitute or add other standard or custom fields that are mapped in Shopper Profile Sync):
                • First Name (Fuzzy: First Name)
                • Last Name (Fuzzy: Last Name)
                • Email (Exact Match)
            7. Click Add Filter Logic and enter: (1 AND 2) OR (3 AND 4 AND 5)

              This logic prioritizes matching on Commerce Customer Reference and Commerce Organization Reference first. If no match is found on those fields, the rule falls back to matching on the optional fields. If you change the optional fields in step 5, update this filter logic to match your field numbering.

            8. Click Save.
            9. Click Activate.
            10. Navigate to Data | Duplicate Management | Duplicate Rules.
            11. Click Standard Person Account Duplicate Rule.
            12. Click Edit.
            13. Under Rule Details, for Record-level security, select Bypass sharing rules.
            14. Under Actions, set:
              • Action On Create: Allow (no alert, report)
              • Action On Edit: Allow (no alert, report)
              Note
              Note These settings control how duplicate person accounts are handled. Choose to allow duplicate person accounts to be created with a warning, or block or prevent creation.
            15. Under Matching Rules, select Shopper Profile Sync Matching Rule.
            16. Click Save.
            17. Click Activate.

            See Also

             
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