Step 4. Create a Matching Setting for the Custom Object
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.
From the
Setup
section of the
CC360 Admin
tab, click
Run the Setup Wizard
.
Under the
Setup
section, 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.
Duplicate Review Threshold
Threshold score below which you do not want to consider the records as duplicates. Records with scores greater than the duplicate review threshold score and less than or equal to the duplicate threshold score are queued for manual review before merge. Set the duplicate review threshold score lesser than the duplicate threshold score. If the records have scores less than the duplicate review threshold,
Customer 360 for Salesforce
does not consider the records as duplicates and enables the duplicate checked flag for the records. If you do not want to manually review the records before merge, you can leave this field empty.
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,
Customer 360 for Salesforce
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
Customer 360 for Salesforce
uses the Saleforce matching algorithm. The Saleforce algorithm might result in slightly different match scores than the
Customer 360 for Salesforce
matching algorithm.
In the
Company Information
and
Contact Information
sections, configure null scores and weightings for the custom object fields.