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TAP-1214 Duplicate Rule Sets

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Overview:

Jarvis

Duplicate Rule Sets in Jarvis

https://sydneyuni-adv.lightning.force.com/lightning/setup/DuplicateRules/home

Rule Name

Description

Object

Matching Rule

Matching Criteria

Comments

Active

Standard Account Duplicate Rule

Duplicate Rule for Accounts using the Standard Account Matching Rule

Account

  • Standard Account Matching Rule

N/A

Inactive

NO

Standard Contact Duplicate Rule

Duplicate Rule for Contacts using the Standard Contact Matching Rule

Contact

  • Standard Contact Matching Rule

  • Standard Lead Matching Rule

N/A

Inactive

NO

Standard Lead Duplicate Rule

Duplicate Rule for Leads using the Standard Lead Matching Rule

Lead

  • Standard Contact Matching Rule

  • Standard Account Matching Rule

  • Standard Lead Matching Rule

Standard Rule for Contacts with Duplicate Leads

Identify contacts with duplicate leads.

Contact

  • Standard Lead Matching Rule

Standard Rule for Leads with Duplicate Contacts

Identify leads with duplicate contacts.

Lead

  • Standard Contact Matching Rule

USyd Account Duplicate Rule

Duplicate Rule for Accounts using name and email address or city and country or phone matching

Account

  • USyd Account Matching Rule_1

USyd Account Duplicate Rule2

Duplicate Rule for Accounts using name and email address or city and country or phone matching

Account

  • USyd Account Matching Rule_2

(Account: NameFUZZY: COMPANY NAMEMatchBlank = FALSE) AND ((Account: EmailEXACTMatchBlank = FALSE) OR (Account: PhoneFUZZY: PHONEMatchBlank = FALSE) OR ((Account: BillingStreetFUZZY: STREETMatchBlank = FALSE) AND (Account: BillingCityFUZZY: CITYMatchBlank = FALSE)) OR ((Account: BillingStreetFUZZY: STREETMatchBlank = FALSE) AND (Account: BillingPostalCodeEXACTMatchBlank = FALSE)) OR (Account: PrimaryContactEXACTMatchBlank = FALSE) OR ((Account: AccountDefaultStreetEXACTMatchBlank = FALSE) AND (Account: AccountDefaultCityFUZZY: CITYMatchBlank = FALSE)))

USyd Account Duplicate Rule3

Duplicate Rule for Accounts using name+phone and name+street+state/Name+street+country

Account

  • USyd Account Phone Matching Rule

USyd Contact Duplicate Rule

Duplicate Rule for Contacts using email address, phone or address matching

Contact

  • USyd Contact Matching Rule

USyd Contact Duplicate Rule_12

Duplicate Rule for Contacts using Fuzzy first name+lastname+Accountname (where Account record Type not equal to Household)

Contact

  • USYD contact matching rule_12

USyd Contact Duplicate Rule_1I

Duplicate Rule for Contacts checking for FirstName+LastName+Email+Phone+Address

Contact

  • USyd Contact Matching Rule1

USYD_Address_matching_rule

Validates if address in Alternate channels have duplicates

Alternate Channels

  • USYD_Address_matching_rule

N/A

Inactive

NO

USYD_Phone_matching_rule

Duplicate Rule for Telephone in Alternate Channel

Alternate Channels

  • USYD_Phone_matching_rule

N/A

Inactive

NO

Suggested Rule Sets to be Added

Rule Name

Description

Object

Matching Rule

Matching Criteria

Suggested By

USyd_FirstName_LastName_Email

First Name, Last Name and Email

Contact

  • Contact.FirstName AND

  • Contact.LastNameLast AND

  • ( USYD_Preferred_Email__c OR AQB__PersonalEmail__c OR AQB__BusinessEmail__c OR AQB__SchoolEmail__c OR AQB__OtherEmail__c )

Yeng Sembrano

USyd__LastName_DOB

Last Name and DOB

Contact

  • Contact.LastNameLast AND

  • Contact.Birthdate

Yeng Sembrano

  • No labels