• About

Salesforce Everywhere

~ All about Salesforce

Salesforce Everywhere

Tag Archives: matching rule criteria

Tip# 15 – Matching Rule

27 Tuesday Oct 2015

Posted by Mani in Salesforce Configuration

≈ Leave a comment

Tags

duplicate management, matching rule, matching rule criteria

Recently, I have got chance to work in Matching rule for Account, Contact and a custom object.
Have a look at these videos to get an introduction about Duplicate Management and Matching rules:
http://salesforce.vidyard.com/watch/PdYJPLbTqiI-kCXlWrr32w

Few points to note:

a. A matching rule can have only one lookup relationship field.
b. We cannot have a Date field in the matching criteria. Work around is to have a text field which has the date in text format and use it in the Matching Criteria. Suppose, you have a DOB field and to use it in the criteria, create a text field which will hold the date in text format. You can have a workflow to update this field when DOB is not empty(use TEXT() function).
c. We cannot have multi select field in the matching criteria.

Please let us know your comments.

P.S: When you use TEXT function, Dates are returned in the form of YYYY-MM-DD, that is, a four-digit year and two-digit month and day.

Blog Stats

  • 57,680 hits

Archives

  • August 2019 (1)
  • July 2019 (1)
  • May 2018 (1)
  • April 2018 (4)
  • December 2017 (1)
  • October 2017 (1)
  • July 2017 (3)
  • June 2017 (1)
  • April 2017 (1)
  • March 2017 (1)
  • June 2016 (1)
  • May 2016 (6)
  • April 2016 (1)
  • March 2016 (2)
  • February 2016 (2)
  • January 2016 (1)
  • December 2015 (3)
  • November 2015 (2)
  • October 2015 (4)
  • September 2015 (10)
  • August 2015 (6)
  • April 2015 (2)
  • March 2015 (3)
  • February 2015 (1)

Recent Posts: Salesforce Everywhere

Lightning Components contd..

Introduction to Lightning Components(Aura Components)

Duration of the events in the Salesforce calendar can’t go beyond 14 days

Tip # 25: Error in creating Lookup relationship

Salesforce Certified Platform Developer I – Spring ’18 Release Exam

Developer links

  • Salesforce Developer website
  • ForcePrepare
  • Salesforce Success Community

Connect with me

  • View @manibalan_s’s profile on Twitter
  • LinkedIn

Enter your email address to follow this blog and receive notifications of new posts by email.

Join 15 other followers

Blog at WordPress.com.

Privacy & Cookies: This site uses cookies. By continuing to use this website, you agree to their use.
To find out more, including how to control cookies, see here: Cookie Policy