Common Settings for Account, Contacts and Lead Scenarios
- Selection of Objects: Use all objects
- Update Fields where Master is Empty: All selected
- Combine Field Values: NONE SELECTED
- Merge Type: Salesforce Merge
- Extra Field Logging: None
- Master Rule: Varies by object
Accounts
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: Name Mapping: Cleaned Account Name -Transpose -AlphaClean
- Field: BillingStreet Mapping: Street Address Match
- Field: BillingCity Mapping: Exact -Fuzzy
- Field: BillingPostalCode Mapping: Zip 5 and 9
- Field: Phone Mapping: Numeric
- MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
- Semi Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: Name Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
- Field: BillingStreet Mapping: Relaxed Address Match
- Field: BillingCity Mapping: Exact -Fuzzy - AlphaClean
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
- Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: Name Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
- Field: BillingStreet Mapping: Relaxed Address Match
- Field: BillingCity Mapping: Exact -Fuzzy- AlphaClean
- MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
- Very Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: BillingStreet Mapping: Street Address Match
- Field: BillingCity Mapping: Exact -Fuzzy - AlphaClean
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
Contacts
- BETWEEN ACCOUNTS
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact
- Field: Email Mapping: Exact
- Field: Phone Mapping: Numeric
- Field: MailingStreet Mapping: Street Address Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Semi Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact -Alpha Clean
- Field: Email Mapping: Exact
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact -Alpha Clean
- Field: Email Mapping: Exact
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Very Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: First 1 letter
- Field: LastName Mapping: Exact -Fuzzy-Alpha Clean
- Field: MailingStreet Mapping: Relaxed Address Match
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- WITHIN AN ACCOUNT
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact - AlphaClean
- Field: Email Mapping: Exact
- Field: Phone Mapping: Numeric
- Field: MailingStreet Mapping: Street Address Match
- Field: MailingCity Mapping: Exact - Fuzzy - Apha Clean
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Semi Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: FirstName -Fuzzy
- Field: LastName Mapping: Exact -Fuzzy
- Field: Email Mapping: Exact
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Semi Rigid Criteria (match blank - email)
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: FirstName -Fuzzy
- Field: LastName Mapping: Exact-Fuzzy
- Field: Email Mapping: Exact -Match Blank
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Semi Rigid Criteria (match blank - phone)
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: FirstName -Fuzzy
- Field: LastName Mapping: Exact -Fuzzy
- Field: Email Mapping: Exact
- Field: Phone Mapping: Relaxed NA Phone Match -Match Blank
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Loose Criteria (no match on email)
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: FirstName -Fuzzy
- Field: LastName Mapping: Exact -Fuzzy -AlphaClean
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Loose Criteria (no match on phone)
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: FirstName -Fuzzy
- Field: LastName Mapping: Exact -Fuzzy -AlphaClean
- Field: Email Mapping: Exact
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Very Loose Criteria (First Initial)
- CRITERIA FOR FINDING DUPLICATES:
- Field: AccountId Mapping: Exact
- Field: FirstName Mapping: First 1 Letters -Fuzzy
- Field: LastName Mapping: Exact -Fuzzy -AlphaClean
- Field: Email Mapping: Exact
- Field: Phone Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
Leads
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact
- Field: Email Mapping: Exact
- Field: Company Mapping: Cleaned Account Name -Transpose -AlphaClean
- Field: Phone Mapping: Numeric
- Field: Street Mapping: Street Address Match
- Field: City Mapping: Exact -Fuzzy
- MASTER RULE: Lead Status is Qualified, Score Delta set at 1.
- Semi Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact - AlphaClean
- Field: Email Mapping: Domain
- Field: Company Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
- Field: Phone Mapping: Relaxed NA Phone Match
- Field: Street Mapping: Relaxed Address Match
- MASTER RULE: Lead Status is Qualified, Score Delta set at 1.
- Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName -Fuzzy
- Field: LastName Mapping: Exact - AlphaClean
- Field: Email Mapping: Exact
- Field: Street Mapping: Relaxed Address Match
- MASTER RULE: Lead Status is Qualified, Score Delta set at 1
- Loose Criteria (First Initial)
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: First 1 Letters
- Field: LastName Mapping: Exact - AlphaClean
- Field: Email Mapping: Exact
- Field: Street Mapping: Relaxed Address Match
- MASTER RULE: Lead Status is Qualified, Score Delta set at 1.
- Very Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: FirstName Mapping: FirstName
- Field: LastName Mapping: Exact
- Field: Company Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
- Field: Phone Mapping: Relaxed NA Phone Match
- Field: Street Mapping: Relaxed Address Match
- Field: City Mapping: Exact -Fuzzy
- MASTER RULE: Lead Status is Qualified, Score Delta set at 1.
Common Settings for Case, Opportunity, Solution and Task Scenarios
- Selection of Objects: Varies by object
- Update Fields where Master is Empty: All selected
- Combine Field Values: NONE SELECTED
- Merge Type: DemandTools Merge (Salesforce Merge not applicable)
- Reassign to Master Owner: No ownership changes
- Extra Field Logging: None
- Cloned Custom Objects: Sub-objects of cloned objects will be re-parented
- Master Rule: Varies by object
Cases
- Open Cases by Subject and Supplied Email
- CRITERIA FOR FINDING DUPLICATES:
- Field: Subject Mapping: Exact -Fuzzy -Transpose -AlphaClean
- Field: SuppliedEmail Mapping: Domain
- Selection of Objects: IsClosed = False
- Merge Objects: All Objects (PLEASE VERIFY)
- DemandTools Merge Type Options:
- Non-Master Objects: The field "Subject" will be prefixed with "DELETE***"
- Duplicate Campaign Exception: Not applicable to case merges ("Use Master" selected)
- MASTER RULE: Case by Status: "Escalated" scored as 10, "New" scored as 9, "On Hold" scored as 8. Score Delta set at 1.
Opportunities
- BETWEEN ACCOUNTS:
- Opportunities by Name and Amount
- CRITERIA FOR FINDING DUPLICATES
- Field: Name Mapping: Exact -Fuzzy -Transpose -AlphaClean
- Field: Amount Mapping: Numeric
- Selection of Objects: IsClosed = False
- Merge Objects: All Objects (PLEASE VERIFY)
- DemandTools Merge Type Options:
- Non-Master Objects: The field "Name" will be prefixed with "DELETE***"
- Duplicate Campaign Exception: Not applicable to Opportunity merges ("Use Master" selected)
- Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the subordinate record to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
- MASTER RULE: Opportunity Rule - Highest Stage: Higher StageNames receive higher scores (review details of rule for specifics). Score Delta set at 1.
- WITHIN AN ACCOUNT:
- Opportunities by Name and Amount
- CRITERIA FOR FINDING DUPLICATE
- Field: Name Mapping: Exact -Fuzzy -Transpose -AlphaClean
- Field: Amount Mapping: Numeric
- Field: Account ID Mapping: Exact
- Selection of Objects: IsClosed = False
- Merge Objects: All Objects (PLEASE VERIFY)
- DemandTools Merge Type Options:
- Non-Master Objects: The field "Name" will be prefixed with "DELETE***"
- Duplicate Campaign Exception: Not applicable to Opportunity merges ("Use Master" selected)
- Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the subordinate record to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
- MASTER RULE: Opportunity Rule - Highest Stage: Higher StageNames receive higher scores (review details of rule for specifics). Score Delta set at 1.
Solutions
- All Solutions Based on Name
- CRITERIA FOR FINDING DUPLICATES:
- Field: SolutionName Mapping: Exact
- Selection of Objects: All Objects
- Merge Objects: All Objects (PLEASE VERIFY)
- DemandTools Merge Type Options:
- Non-Master Objects: The field "SolutionName" will be prefixed with "DELETE***"
- Duplicate Campaign Exception: Not applicable to solution merges ("Use Master" selected)
- Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
- MASTER RULE: Solution by Status: "Reviewed" scored as 10, "Duplicate" scored as -1. Score Delta set at 1.
Tasks
- Open Tasks WITHIN Account Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: WhoID Mapping: Exact
- Field: AccountID Mapping: Exact
- Field: Subject Mapping: Exact -Fuzzy -Transpose -AlphaClean
- Selection of Objects: IsClosed = False
- Merge Objects: All Objects (PLEASE VERIFY)
- DemandTools Merge Type Options:
- Non-Master Objects: The field "Subject" will be prefixed with "DELETE***"
- Duplicate Campaign Exception: Not applicable to task merges ("Use Master" is selected)
- Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
- MASTER RULE: Task Status: Higher Statuses receive higher scores (review details of rule for specifics). Score Delta set at 1.
