Jul 19 • 🗣️Q/A DISCUSSION HUB
Matching Rules for Leads & Contacts
Implemented custom Matching Rules for Leads and Contacts to prevent duplicates.
Used Fuzzy Match on First and Last Name, Exact Match on Email.
Logic:
(FirstNameFuzzy = TRUE) AND (LastNameFuzzy = TRUE) AND (EmailExact = TRUE)
Set “Match Blank Fields = FALSE” for all to avoid false matches.
The only setback during testing was that if users ignore the warning message, the record can still be created multiple times.
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Matching Rules for Leads & Contacts
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