Administrator Guide

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Step 4. Create a Matching Setting for the Custom Object

The matching settings define weighting for each custom object field that the matching and duplicate check processes use.

Based on the Salesforce environment that you use, perform one of the following tasks:

In Salesforce Classic, from the

Setup

section of the

CC360 Admin

tab, click

Run the Setup Wizard

In Lightning Experience, perform the following tasks:

On the navigation menu, click

CC360 Admin

The

Manage CC360

page appears.

From the

Setup

section, click

Run the Setup Wizard

Under

Setup

, click

Deduplication

In the

Deduplication

section, click

New

Optionally, in the

Other Information

section, configure the following settings:

Name: Name of the object class that you created for the custom object.
Maximum Score: The maximum possible score. Do not populate this field. Default is no value.
Keep Duplicates when Re-Processing: Retains associated duplicate records even when the duplicate checked flag is reset. Default is disabled.
Duplicate Threshold: Threshold for being detected as a duplicate record. When the duplicate check batch job and duplicate contact check batch job run, records must have a match score that meets or exceeds the duplicate threshold. If the total match score achieves the duplicate threshold, CC360 considers the records as duplicates. Default is 90.
High Matching Threshold: The highest threshold for matching records. When the matching batch job runs, the external data record and the master bean record must have a match score that meets or exceeds the high matching threshold. If the total match score achieves the high matching threshold,
CC360
considers the external data record and the master bean record a match. Default is 90.
Low Matching Threshold: Not used.
Enable Native Salesforce Matching: Mapping for Record Type ID field on the bean. Specify the API name of the corresponding field on the bean.
Native Salesforce Match Threshold Level: Threshold for detecting a matching record when
CC360
uses the Saleforce matching algorithm. The Saleforce algorithm might result in slightly different match scores than the
CC360
matching algorithm.

In the