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Prioritization Rules

What are Prioritization Rules?

Prioritization Rules allow you to create conditions that score and prioritize matches. You can set up prioritization conditions for Lead to Account matching, Lead to Opportunity matching, Contact to Account matching, and Lead to Related Lead matching.

 

How do I set up Prioritization Rules for Lead to Account Matching?

Lead to Account prioritization allows you to set up conditions that will determine which account will populate the matched account field when multiple accounts are matched for a lead. 

To set up Prioritization Rules, go to Matching > Prioritization > Lead to Account

1. Start by creating a new Prioritization Condition, select the Create New button. Here you can set the conditions that will be used to calculate a score for matched accounts.  Each account’s score will be the sum of all the conditions it meets, and the highest scoring account will be recorded in the lead’s Matched Account field. If an account does not meet the minimum score or a condition set to “must match” it will not be recorded as the lead’s matched account, even if it is the highest scoring result.

2. If the matching condition will be comparing data on the lead and account, select the lead and account fields to match.

3. Add the desired value to contribute to the account’s match score. The value can add or deduct points from the total score, or can be set to “Must Match”

4. Instead of matching to a lead field, you can set the score value to be applied when an account’s field matches a selected value. Select “Match to Account field value” from the Lead field dropdown and select or type the value in that field 

5. Select whether the condition should consider empty fields a match (when both fields are empty, award the scoring) or should not match empty fields (when one is filled and the other is empty, award the scoring) and save.

6. Prioritization rule conditions can be edited or deleted using the drop down to the right of the rule.

 

How do I set up Prioritization Rules for Lead to Opportunity Matching?

1. Start by enabling the Lead to Opportunity feature by going to Setup > Custom Setup > Core Settings > Manage > Enable Lead to Opportunity Matching

2. To set up Prioritization Rules, open the feature by selecting Matching > Prioritization > Lead to Opportunity 

3. Create a new Prioritization Condition, select the Create New button. Here you can set the conditions that will be used to calculate a score for matched opportunities. Each opportunity’s score will be the sum of all the conditions it meets, and the highest scoring opportunity will be recorded in the lead’s Lane Four Matched Opportunity field. If an opportunity does not meet the minimum score or a condition set to “must match” it will not be recorded as the lead’s matched opportunity, even if it is the highest scoring result. 

4. If the matching conditions will be comparing data on the lead and opportunity, select the lead and opportunity fields to match.

5. Add the desired value to contribute to the opportunity’s match score. The value can add or deduct points from the total score, or can be set to “Must Match”

6. Instead of matching to a lead field, you can set the score value to be applied when an opportunity’s field matches a selected value. Select “Match to Opportunity field value” from the Lead field dropdown and select or type the value in that field 

7. Select whether the condition should consider empty fields a match or should not match empty fields, and save.

8. Prioritization rule conditions can be edited or deleted using the drop down to the right of the rule.

 

How do I set up Prioritization Rules for Contact to Account Matching?

1. Start by enabling the Contact to Account MatchingLead to Opportunity feature by going to Setup > Custom Setup > Core Settings > Manage > Enable Contact to Account Matching. Next, set up a Contact to Account Duplicate rule. 

To set up a Contact to Account duplicate rule, open Matching > Matching Rules in the left hand sidebar.

  • Select “Go to Salesforce Duplicate Rules” to access your Salesforce duplicate rules Setup menu. To create a duplicate rule, you must have a matching rule to tell the system which fields on your records you will like to compare. Select “Matching Rules” located under Duplicate Management from the left Setup sidebar.
  • Select “New Rule” and set the “object” to Contact, select allow both action on create and edit and report options only, deselect alert. Activate your new matching rule so that it can be used in a duplicate rule by selecting “Activate”.

Now that you have your matching rule, you can create the related lead duplicate rule.

  • Select “Duplicate Rules” located under Duplicate Management from the left Setup sidebar. Under New Rule, select Account from the object dropdown. Give your rule a name that will help you reference it later, you may choose to bypass sharing rules. Select allow both action on create and edit and report options only, deselect alert.
  • Under Matching Rules, select the matching rule that you just created, and select save. Your mapping should automatically be created, now activate your related lead rule by selecting “Activate”.

2. To set up Prioritization Rules, open the feature by selecting Matching > Prioritization > Contact to Account

3. Create a new Prioritization Condition, select the Create New button. Here you can set the conditions that will be used to calculate a score for matched accounts. Each account’s score will be the sum of all the conditions it meets, and the highest scoring account will be recorded in the contact’s Lane Four Best Matched Account field. If an account does not meet the minimum score or a condition set to “must match” it will not be recorded as the contact’s best matched account, even if it is the highest scoring result. 

4. If the matching condition will be comparing data on the contact and account, select the contact and account fields to match.

5. Add the desired value to contribute to the account’s match score. The value can add or deduct points from the total score, or can be set to “Must Match”

6. Instead of matching to a contact field, you can set the score value to be applied when an account’s field matches a selected value. Select “Match to Account field value” from the contact field dropdown and select or type the value in that field 

7. Select whether the condition should consider empty fields a match or should not match empty fields, and save.

 

 

How do I set up Prioritization Rules for Related Leads?

Every lead has a field called “Master Lead” which stores the ID of the best related lead. It can be used for routing purposes, such as to keep all related leads assigned to the same owner as the Master Lead. Use Prioritization to determine which related lead should be recorded as the Master Lead.

To set up Prioritization Rules, open the feature by selecting Matching > Prioritization > Related Lead to Lead

1. Start by creating a new Prioritization Conditions, select the Create New button. Here you can set the conditions that will be used to calculate a score for related leads.

2. Create a new Prioritization condition, select the Create New button. Here you can set the conditions that will be used to calculate a score for related leads. Each lead’s score will be the sum of all the conditions it meets, and the highest scoring lead will be recorded in the lead’s Master Lead field. If a lead does not meet the minimum score or a condition set to “must match” it will not be recorded as the master lead, even if it is the highest scoring result.

3. Select the leads and related lead fields to match.

4. Add the desired value to contribute to the related lead’s match score. The value can add or deduct points from the total score, or can be set to “Must Match”. Instead of matching to a lead field, you can set the score value to be applied when a related lead’s field matches a selected value.

5. Select whether the condition should match empty fields or should not match empty fields, and save.

6. Prioritization rule conditions can be edited or deleted using the drop down to the right of the rule.

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