Objects to Compare to
Specify which existing Salesforce records the input file should be compared to
- Use All: Input file will be compared to all records of the selected object
- Use Conditions: Input file will be compared to a subset of existing records based on the defined conditions
- For example: Match ONLY to closed Opportunities
More information on creating conditions can be found HERE.
Note: When specifying Lead records to compare to, the condition "isconverted = false" is automatically populated. Users can still compare to converted leads by removing this condition or choosing "Use All" if no other limiting conditions need to be specified.
Comparison Match Conditions
Specify criteria to match data from the input file to records in Salesforce.
- Various techniques are available to find non-exact, but similar matches, for Company/Account Names, First Names, Phone and Address data
- Customizations can also be made to the Account Cleaning List to specify how the Cleaned Account Name mapping type identifies duplicate Account or Company names
- The user has complete control over which fields should be included in the matching steps and can create as many matching steps as desired in order to create a multi-pass strategy all IN ONE SCENARIO
- Each Match Step can contain multiple match conditions (e.g. matching multiple fields)
- ALL selected fields must be populated on the input file and in Salesforce in order to match
- When more than one match condition is used in a step, the conditions are "AND'd" together
- To remove a match condition highlight the blue box on the left to highlight the condition and select "delete" on the PC
Since input data can be compared to Salesforce data with multiple match steps, we suggest creating more than one match step to maximize the matching possibilities. More rigid steps will need less review than looser steps when evaluating the results to ensure accurate matches were detected. When matching on the Salesforce ID use the Salesforce.com ID Match Mapping Type. This will convert 15 digit ID's to the full 18 digit ID so it can be matched. More information can be found in the following Validity Community Solution: Find/Report ID's or PeopleImport returning "No Matches" when matching on an ID field, but there are matches?
1. Add Mapping Condition: Select to add a new field to match on
2. Input Column: Select the input column to match to a field in Salesforce from drop-down list of fields
3. Field to Match: Select Salesforce field to match from drop-down list of fields
4. Match Category: Typically left as "All" to display all the Mapping Types available in step 5
5. Mapping Type: Determines how the input data is compared/matched to the Salesforce data
- Various techniques available to find non-exact, but similar matches
- Detailed Mapping Type definitions can be found HERE
6. Mapping Options - Fuzzy, Transpose & Alpha Clean: Optional techniques to further "loosen" match
- Match Blank Values: Check this box to download records where the selected field is blank in Salesforce
- A match will only be made if all records in the dupe group have a value and it matches or all records have a blank value for this field
7. Edit Account Cleaning List/Edit Nickname List: Click these buttons to edit the Account Cleaning List used with the "Cleaned Account Name" mapping type and the Nickname list used with the "First Name" mapping type
- These lists are customizable for language(s) and/or line of business
- We recommend that customers review these lists and customize as needed for better matching
***Repeat steps 1-6 until all matching criteria has been entered in a specified step***
8. Add/Manage Matching Steps
- Add Matching Step: Click to add additional matching steps
- Each Step can be given a unique name
- Steps can be Moved, Deleted, or Cloned using the buttons on the right
Once match steps are complete, Click in the bottom right hand corner to move to Step 3.
Click HERE for more information on Step 3 - Review matches and export
