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            Create Identity Resolution Rules for Prospecting Center

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            Create Identity Resolution Rules for Prospecting Center

            Identity Resolution uses matching and reconciliation rules to link data from multiple sources about people or accounts into unified profiles for segmentation, insights, and reporting. In Prospecting Center, Identity Resolutions unify data that’s coming in from Data 360 into the Prospecting Center, so your Sales reps don’t waste their time evaluating duplicate records.

            Required Editions

            Available in: Lightning Experience
            Available with Sales Engagement, which is included with Sales in Performance, Unlimited Editions, Agentforce 1 Edition, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform.
            Important
            Important Prospecting Center is scheduled for retirement in all Salesforce orgs as of April, 2026. For existing customers, Prospecting Center remains available till April 2027.
            User Permissions Needed
            To create identity resolution rulesets:
            • Data Cloud Admin OR
            • Data Cloud for Marketing Admin OR
            • Data Cloud for Marketing Data Aware Specialist
            1. In the Salesforce Data Cloud app, click the Identity Resolution tab. Click New.
            2. For Data Space, select Default.
            3. For Primary Data Model Object, select Individual, Account, or Leads. Click Next.
            4. Enter a name for the rule. Click Save.
            5. On the new Identity Resolution object home, under Ruleset Properties, click Configure next to Match Rules.
            6. To unify profiles coming from different data sources, click Add Match Rule. Select the default match rule, for example, Fuzzy Name and Normalized Email.
            7. Click Next | Next | Save.
            8. Click Run Ruleset for Data 360 to build the unified profiles records. This process can take a few minutes. An entity can have up to two published rulesets in a data space.

            After you complete this step, your Identity Resolution ruleset mirrors this image. You see a Resolution Summary on the right-side panel denoting the total number of unified individual profiles created, based on your match and reconciliation rules.

            Identity resolutions in Data 360
             
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