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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

Active

Standard Account Duplicate Rule

Duplicate Rule for Accounts using the Standard Account Matching Rule

Account

Standard Account Matching Rule

Standard Contact Duplicate Rule

Duplicate Rule for Contacts using the Standard Contact Matching Rule

Contact

Standard Contact Matching Rule
Standard Lead Matching Rule

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

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

USYD_Phone_matching_rule

Duplicate Rule for Telephone in Alternate Channel

Alternate Channels

USYD_Phone_matching_rule

Suggested Rule Sets to be Added

Duplicate Rule

Object

Matching Rule

Details

Suggested By

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