You can configure the matching settings to determine how
Customer 360 for Salesforce
calculates match scores. You can also configure the matching settings to determine how exclusive the initial prefiltering is. You can set the match score threshold that two records must achieve for
Customer 360 for Salesforce
to consider the records a match.
The matching settings affect the results of the matching and duplicate check batch jobs.
Customer 360 for Salesforce
compares records field by field and gives scores for the field matches.
Customer 360 for Salesforce
then adds the scores of the weighted field matches to determine a total match score. If the score is at or higher than the match score threshold,
Customer 360 for Salesforce
considers the records a match.
The matching batch job uses the high level matching threshold level in the matching settings. Edit the account matching settings to configure matching settings for the matching batch job.
The duplicate check and duplicate contact check batch jobs use the duplicate threshold level in the matching settings. Edit the account matching settings to configure matching settings for the duplicate check batch job. Edit the contact matching settings to configure matching settings for the duplicate contact check batch job.
You can also assign a weighting to each field score to determine the impact that the field score has on the total match score. Use the Fuzzy Data Comparison Page to test your match settings before you run the matching, duplicate check, and duplicate contact check batch jobs.