Extract the legal form from the company name to improve matching performance. When you enable legal form normalization,

Customer 360 for Salesforce

identifies the legal form in a company name and then populates a normalized legal form in a separate field from the company norm field. By default,

Customer 360 for Salesforce

combines the country ISO code and the country norm to create a fuzzy matching segment in the master bean. To optimize matching results, eliminate the legal form from the fuzzy matching segment.

For example, a user might enter company name information in any of the following ways:

Acme Limited
Acme Ltd.
Acme L.T.D.

If a user enters any of these names in the company name field,

Customer 360 for Salesforce

can populate the company norm field with Acme and populate the legal form field with LTD.

Customer 360 for Salesforce

uses the company norm field when it creates the fuzzy matching segment.

When you extract the legal form from the company norm field,

Customer 360 for Salesforce

eliminates nonunique character strings from the fuzzy matching segment, which improves match performance.

For example, if an organization has many customers with frequently occurring elements in the company names such as ABC Plumbing and Acme Plumbing. If you do not specify a legal form,

Customer 360 for Salesforce

creates the fuzzy matching segments as USABCPLUMBING and USACMEPLUMBING. If you add Plumbing to the legal form settings,

Customer 360 for Salesforce

creates the fuzzy matching segments as USABC and USACME. Fuzzy matching performance improves because the character strings in the fuzzy matching segments are more unique and distinct.