QUESTION:
I need to merge some Leads, but some of the records have "placeholder" values for the Last Name field, i.e. TBD, Unknown, Not Supplied etc.. Other Leads in the duplicate groups will have valid last names. I'd like to create a rule to penalize the placeholder values so a valid last name will be kept when the merge completes.
I have created a Field Rule with a custom scoring rule for the Last Name "Does Not Equal" "TDB,Unknown,Not Supplied", but it does not seem to be working. What am I doing wrong?
ANSWER:
To "OR" text values in a Field Rule Custom Scoring condition use a "|" (pipe) symbol instead of a comma. In a where clause commas are translated to a pipe when "add condition" is selected, but since there is no "add condition" in custom scoring rules the pipe symbol needs to be manually typed, e.g.:
Last Name "Does not equal" TDB|Unknown|Not Supplied (score 10)
For example, Last Name = "Doe" will win with the highest score of 10 since Doe "Does Not Equal" any of the 3 OR'd values:
- Jon Doe (Score 10)
- Jon TBD (Score 0)
- Jon Unknown (Score 0)
- Jon Not Supplied (Score 0)
Another option would be to have 3 separate conditions with the same score. e.g.:
- Last Name "Does Not Equal" TDB (score 10)
- Last Name "Does Not Equal" Unknown (score 10)
- Last Name "Does Not Equal" Not Supplied (score 10)
Since a record can only have one Last Name value, this would do the same thing as officially "OR"ing the conditions.
For example, Last Name = "Doe" will win with the highest score of 30 since Doe "Does Not Equal" any of the 3 constraints:
- Jon Doe (Score 30)
- Jon TBD (Score 20)
- Jon Unknown (Score 20)
- Jon Not Supplied (Score 20)
