Customer 360 Extension for Salesforce > Customer 360 Extension for Salesforce assets > Match Model
  

Match Model

When you search for matching records before creating a record, the fuzzy match strategy uses the match model configuration.
Customer 360 Extension for Salesforce uses the predefined match model, Match model for Search Match, to search for matching Organization and Person business entity records.
The following table describes the properties of the predefined match model for the Organization and Person business entities:
Business Entity
Descriptive Rule Rank
Match Objective
Match Strategy
Required Match Fields
Optional Match Fields
Description
Organization
1
Resolve Duplicates
Fuzzy
Exact match fields:
  • - AlternateIdentifier.altIdValue
  • - AlternateIdentifier.idType
  • - PostalAddress.country
  • - PostalAddress.state
Fuzzy match fields:
  • - Organization_Name
Use the following field types and field names for a fuzzy match:
  • - Telephone_Number, PhoneCommunication.phoneNumber
  • - Postal_Area, PostalAddress.postalCode
  • - Address_Part2, PostalAddress.city
  • - Address_Part1, PostalAddress.addressLine1
Strongly similar address, alternate ID, and organization name.
Person
1
Resolve Duplicates
Fuzzy
Exact match fields:
  • - ElectronicAddress.electronicAddress
  • - PostalAddress.state
  • - PostalAddress.country
Fuzzy match fields:
  • - fullName
Use the following field types and field names for a fuzzy match:
  • - Telephone_Number, Phone.phoneNumber
  • - Postal_Area, PostalAddress.postalCode
  • - Address_Part2, PostalAddress.city
  • - Address_Part1, PostalAddress.addressLine1
Strongly similar address and person name.