11/13/2016

StandardContactandLeadMatchingRule

DOCUMENTATION
StandardContactandLeadMatchingRule|Salesforce

StandardContactandLeadMatchingRule
Likeallmatchingrules,thestandardmatchingruleusedforcontactandleadrecordsismadeupoffieldsthatarearrangedintoanequation.
Eachfieldalsocontainsmatchingcriteriathattheruleusestodeterminehowcloselythefieldmatchesthesamefieldinanexistingrecord,and
ultimatelywhethertherecordisamatch.

MatchingEquation
Rule
Name

MatchingEquation

Standard ( FirstName AND Last

Contact Name AND Title AND Company
Matching
Name )
Rule
Standard OR( FirstName AND Last
Lead
Name AND Email )
Matching
Rule
OR( FirstName AND Last
Name AND Phone AND Company
Name )
OR( FirstName AND Last
Name AND Mailing
Street AND
( City OR ZIP OR Phone )
OR( FirstName AND Last
Name AND Mailing
Street AND Title )
OR( FirstName AND Last
Name AND Title AND Email )
OR( FirstName AND Last
Name AND Phone )

MatchingCriteria
Foradefinitionofeachmatchingcriteria,seeMatchingCriteriaforMatchingRules.

Fields
Fields
on
on
Contacts Leads

Matching
Scoring
Algorithms Method

Threshold Blank
Fields

SpecialHandling

https://help.salesforce.com/articleView?id=matching_rules_standard_contact_rule.htm&siteLang=en_US&type=0

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First
Name

StandardContactandLeadMatchingRule

First
Name

Exact

Maximum 85

Initials
JaroWinkler
Distance
Metaphone3
Name
Variant

LastName Last
Name

Exact

Maximum 90

Keyboard
Distance
Metaphone3

Title

Title

Acronym

Dont
match
(Ignores
blank
fields
when
Emailis
included
infield
grouping)

Ifrecordcontainsavalue
forthebothFirst
NameandLast
Namefields,thosevalues
willbetransposedto
accountforpossibledata
entrymistakes.

Dont
match
(Ignores
blank
fields
when
Emailis
included
infield
grouping)

Ifrecordcontainsavalue
forthebothFirst
NameandLast
Namefields,thosevalues
willbetransposedto
accountforpossibledata
entrymistakes.

Maximum 50

Dont
match

Maximum 70

Dont
match

Maximum 100

Dont
match

Exact

Forexample,ifthefirst
nameis George andthe
lastnameis Michael ,
thematchingrulewillalso
evaluatefirstname
as Michael andthe
lastnameas George .

Forexample,ifthefirst
nameis George andthe
lastnameis Michael ,
thematchingrulewillalso
evaluatefirstname
as Michael andthe
lastnameas George .

Kullback
Liebler
Distance
Account
Name

Company

Acronym
EditDistance
Exact

Email

Email

Exact

https://help.salesforce.com/articleView?id=matching_rules_standard_contact_rule.htm&siteLang=en_US&type=0

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Phone

StandardContactandLeadMatchingRule

Phone

Exact

Weighted
Average

80

Dont
matchon
all
sections
expect
Area
Code,
which
ignores
blank
fields

Phonenumbersarebroken
intosectionsand
comparedbythose
sections.Eachsectionhas
itsownmatchingmethod
andmatchscore.The
sectionscoresare
weightedtocomeupwith
onescoreforthefield.
Thisprocessworksbest
withNorthAmericandata.
Internationalcode
(Exact,10%of
fieldsmatchscore)
Areacode(Exact,
50%offieldsmatch
score)
Next3digits(Exact,
30%offieldsmatch
score
Last4digits(Exact,
10%offieldsmatch
score)
Forexample,suppose
thesetwophonenumbers
arebeingcompared: 1

415555
1234 and 1415
5555678 .
Allsectionsmatch
exactlyexceptthelast4
digits,sothefieldhasa
matchscoreof90,which
isconsideredamatch
becauseitexceedsthe
thresholdof80.

https://help.salesforce.com/articleView?id=matching_rules_standard_contact_rule.htm&siteLang=en_US&type=0

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Mailing
Street

StandardContactandLeadMatchingRule

Street

Exact

Weighted
Average`

80

Dont
match

Addressesarebrokeninto
sectionsandcomparedby
thosesections.Each
sectionhasitsown
matchingmethodand
matchscore.Thesection
scoresareweightedto
comeupwithonescore
forthefield.Thisprocess
worksbestwithNorth
Americandata.
StreetName(Edit
Distance,50%of
fieldsmatchscore)
StreetNumber
(Exact,20%of
fieldsmatchscore)
StreetSuffix(Exact,
15%offieldsmatch
score)
SuiteNumber
(Exact,15%of
fieldsmatchscore)
Forexample,suppose
thesetwoaddressesare
beingcompared: 123

MarketStreet,
Suite100 and 123
MarketDrive,
Suite300 .
Becauseonlythestreet
numberandstreetname
match,thefieldhasa
matchscoreof70,which
isnotconsideredamatch
becauseitslessthanthe
thresholdof80.
Mailing
ZIP/Postal Exact
ZIP/Postal Code
Code

Weighted
Average

80

ZIPcodesarebrokeninto
sectionsandcomparedby
thosesections.Each
sectionhasitsown
matchingmethodand
matchscore.Thesection
scoresareweightedto
comeupwithonescore
forthefield.
First5digits(Exact,
90%offieldsmatch
score)
Next4digits(Exact,
10%offieldsmatch
score)

Mailing
City

City

EditDistance Maximum 85
Exact

Dont
match

https://help.salesforce.com/articleView?id=matching_rules_standard_contact_rule.htm&siteLang=en_US&type=0

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