Common Settings for Account, Contact, Lead and Incident (Case) Scenarios
- Selection of Objects: Use all objects
- Update Fields where Master is Empty: All selected
- Combine Field Values: NONE SELECTED
- Master Rule: Varies by object
ACCOUNTS
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: name Mapping: Cleaned Account Name -Transpose-AlphaClean
- Field: address1_line1 Mapping: Street Address Match
- Field: address1_city Mapping: Exact -Fuzzy
- Field: Address1_postalcode Mapping: Zip 5 and 9
- Field: telephone Mapping: Numeric
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Semi Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: name Mapping: Cleaned Account Name -Fuzzy-Transpose-AlphaClean
- Field: address1_line1 Mapping: Relaxed Address Match
- Field: address1_city Mapping: Exact -Fuzzy-AlphaClean
- Field: telephone Mapping: Relaxed NA Phone Match
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: name Mapping: Cleaned Account Name -Fuzzy-Transpose-AlphaClean
- Field: address1_line1 Mapping: Relaxed Address Match
- Field: address1_city Mapping: Exact -Fuzzy-AlphaClean
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Very Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: address1_line1 Mapping: Street Address Match
- Field: address1_city Mapping: Exact -Fuzzy-AlphaClean
- Field: telephone Mapping: Relaxed NA Phone Match
- MASTER RULE: Oldest Record, Score Delta set at 1.
CONTACTS
WITHIN AN ACCOUNT
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: accountid.accountid Mapping: Exact
- Field: firstname Mapping: FirstName
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- Field: telephone1 Mapping: Relaxed NA Phone Match
- Field: address1_line1 Mapping: Relaxed Address Match
- Field: address1_city Mapping: Exact - Fuzzy-AlphaClean
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Semi Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: accountid.accountid Mapping: Exact
- Field: firstname Mapping: FirstName
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- Field: telephone1 Mapping: Relaxed NA Phone Match
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Loose Criteria (email, no phone)
- ???????CRITERIA FOR FINDING DUPLICATES:
- Field: accountid.accountid Mapping: Exact
- Field: firstname Mapping: First 1 Letters
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Loose Criteria (phone, no email)
- CRITERIA FOR FINDING DUPLICATES:
- Field: accountid.accountid Mapping: Exact
- Field: firstname Mapping: First 1 Letters
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: telephone1 Mapping: Relaxed NA Phone Match
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Very Loose Criteria
- ???????CRITERIA FOR FINDING DUPLICATES:
- Field: accountid.accountid Mapping: Exact
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- MASTER RULE: Oldest Record, Score Delta set at 1.
BETWEEN ACCOUNTS
- Rigid Criteria
- ???????CRITERIA FOR FINDING DUPLICATES:
- Field: firstname Mapping: FirstName
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- Field: telephone1 Mapping: Numeric
- Field: address1_line1 Mapping: Street Address Match
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Semi Rigid Criteria
- ???????CRITERIA FOR FINDING DUPLICATES:
- Field: firstname Mapping: FirstName
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- Field: telephone1 Mapping: Relaxed NA Phone Match
- MASTER RULE: oldest Record, Score Delta set at 1.
- Loose Criteria
- ???????CRITERIA FOR FINDING DUPLICATES:
- Field: firstname Mapping: First 1 Letters
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- MASTER RULE: Oldest Record, Score Delta set at 1.
- Very Loose Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: lastname Mapping: Exact - Fuzzy-AlphaClean
- Field: emailaddress1 Mapping: Exact
- MASTER RULE: Oldest Record, Score Delta set at 1.
LEADS
- Rigid Criteria
- CRITERIA FOR FINDING DUPLICATES:
- Field: firstname Mapping: FirstName
- Field: lastname Mapping: Exact -Fuzzy
- Field: emailaddress1 Mapping: Exact
- Field: companyname Mapping: Cleaned Account Name -Fuzzy-Transpose-AlphaClean
- Field: telephone1 Mapping: Relaxed NA Phone Match
- Field: address1_line1 Mapping: Relaxed Address Match
- Field: address1_city Mapping: Exact -Fuzzy-AlphaClean
- 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 -Fuzzy
- Field: emailaddress1 Mapping: Exact
- Field: companyname Mapping: Cleaned Account Name -Fuzzy-Transpose-AlphaClean
- Field: telephone1 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 -Fuzzy
- Field: emailaddress1 Mapping: Exact
- Field: telephone1 Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
- Very Loose Criteria
- ???????CRITERIA FOR FINDING DUPLICATES:
- Field: lastname Mapping: Exact -Fuzzy
- Field: emailaddress1 Mapping: Exact
- Field: telephone1 Mapping: Relaxed NA Phone Match
- MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
INCIDENTS (CASES)
- CRITERIA FOR FINDING DUPLICATES:
- Field: accountid.accountid Mapping: Exact
- Field: title Mapping: Exact
- Field: createdon Mapping: Date
- MASTER RULE: Most Recently Modified Record; Score Delta set at 1.
