How to Create Matching Rules in Salesforce

In today’s video, we’re going to show you how to create matching rules in Salesforce. Matching Rules control how duplicate records are identified in Salesforce. Salesforce comes with some of its own matching rules out of the box, but we can also create our own. To create matching rules in Salesforce, follow these steps:

1. Navigate to Setup.
2. In the Quick Find box, navigate to and select Matching Rules.
3. To create a new rule, select New.
4. Now select the object the matching rule will apply to.
5. Next, enter a name and description for the matching rule.
6. Enter the matching criteria, which are the fields that will be compared and the logic behind each.
7. Save and activate your rule. You’ll now be able to create a duplicate rule where you can apply your newly created matching rule.

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