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Lead-to-Account Matching

Matching and Duplicate Rules

Ensure Matching Rules are set by launching the Matching Rules feature from the Lane Four launcher.

Matching rules represent the fields which will be used to connect leads with accounts, or manage duplicate scenarios between leads, contacts and accounts.

Matching Rule

Create Duplicate Rules for Accounts, Leads and Contacts.Setup > Administration > Duplicate Management > Duplicate Rules

Duplicate Rule
Duplicate Rules

Ensure Duplicate Rules are in the expected order by selecting an object from the view dropdown list:

Account Duplicate Rule Order

Lead Duplicate Rule Order

You can find more information on Salesforce Duplicate Management here

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