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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Julie Anna Contino
Julie Anna is a junior developer with a passion for learning and problem-solving. She graduated with a Bachelor's degree in Computer Science and has four years of development experience. She's excited to be a part of the Salesforce ecosystem and combine her previous experience with her passion for helping clients thrive.
We’re an Austin-based Salesforce Consulting Partner, with a passion and belief that the Salesforce platform’s capabilities can help businesses run more efficiently and effectively. Whether you are just getting started with Salesforce or looking to realize its full potential, Roycon specializes in Salesforce Implementations, Salesforce Ongoing Support, and Salesforce Integrations, and Development. We’re the certified partner to guide the way to increase Salesforce Adoption, make strategic decisions, and build your Salesforce Roadmap for success.