
Configuring Match Rules – Deep Dive
Deep Dive: Configuring Match Rules in the AutoMerge Management App The match rules within your Matching/Ranking Configuration record reference a particular entity (Lead/Account/Contact) and determine how the analysis engine finds duplicates in your CRM. The default set of Match Rules created under each of your Matching/Ranking Configurations are suitable for typical CRM systems where the usual built-in fields from the Lead/Account/Contact entities are used. Fields containing data that uniquely identifies a person or a business such as firstname, lastname, company name, telephone, email, street address, etc… are key to setting up proper rules for your dataset. Let’s go over how