Activity Forums Salesforce® Discussions Why do we use matching rule in Salesforce? Reply To: Why do we use matching rule in Salesforce?

  • shafali

    Member
    April 29, 2016 at 10:35 am

    Hi Satyakam

    Matching rules use criteria to determine how closely a field on a new or edited record matches the same field on an existing record, and, ultimately, whether the two records are duplicates. When you create a custom matching rule, you need to define certain criteria. For standard matching rules, the criteria are already defined for you.

    This link https://help.salesforce.com/apex/HTViewHelpDoc?id=matching_rule_matching_criteria.htm&language=en_US will give you a detailed description.