Disabling Duplicate Checking Between Person Accounts and Business Accounts
Disabling Duplicate Checking Between Person Accounts and Business Accounts
The duplicate check batch job searches among the person accounts and the business accounts to identify the duplicate person accounts. You cannot merge person accounts and business accounts. You can configure the duplicate check batch job to ignore potential duplicates between person accounts and business accounts. The performance of the merge batch job increases because the merge batch job does not spend time isolating duplicates between person accounts and business accounts.
To disable duplicate checking between person accounts and business accounts, edit the null score values in the matching settings.
Based on the Salesforce environment that you use, perform one of the following tasks:
In Salesforce Classic, perform the following tasks:
In the upper-right corner of the page, select your name, and click
Setup
.
Under
App Setup
, click
Develop
Custom Settings
.
In Lightning Experience, perform the following tasks:
Click the quick access menu (
), and then click
Setup
.
The
Setup Home
page appears.
Under
PLATFORM TOOLS
, click
Custom Code
Custom Settings
.
The
Custom Settings
page appears.
Select
Manage
for
Synchronization Settings
.
The
Custom Setting Synchronization Settings
page appears.
Select
Edit
for
Account
settings.
Enter "IsPersonAccount" in a
Custom Field <
#
>
. Note the custom field number and then click
Save
.
From the
Custom Setting Synchronization Settings
page, select
Edit
for
PersonAccount
settings.
Enter "IsPersonAccount" in the same
Custom Field <
#
>
as step 5. Click
Save
.
Repeat step 1.
Select
Manage
for
Matching Settings
.
The
Custom Setting Matching Settings
page appears.
Select
Edit
for
Account
settings.
Enter "200" in the
Weighting Custom Field <
#
>
for the same custom field as step 5 and step 7.
A weighting of 200 ensures an exact match for the field. An exact match for this field prevents
Customer 360 for Salesforce
(
Customer 360 for Salesforce
) from identifying duplicates between person accounts and business accounts.