You assign weights to specific properties of the Lead case type that you want to use to compare a lead with other leads in the system, and specify the total weight (sum of weighted conditions) that the system requires to flag a lead as a potential duplicate. You can optionally specify the case properties that must match for a lead to qualify as a potential duplicate.
- In Dev Studio, click .
- Depending on the lead type for which you want to configure match conditions,
open the appropriate case match rule:
- To configure match conditions for individual leads, open the FindDuplicatesForIndividualLead rule.
- To configure match conditions for business leads, open the FindDuplicatesForBusinessLead rule.
- On the Case Matching Type page, define the case properties
that you want to use to determine potential duplicates in a comparison against
the existing leads:
Choices Actions Define must match conditions Define the conditions that must match between the current case and an existing case and for the system to consider the current case a duplicate:
- In the Must match conditions section, click Add must match condition.
- In the Label field, enter a unique name for the condition.
- In the Potential duplicates field, select a case property that you want to use to compare the cases.
- In the Relationship field, select the operator that you want to use to compare the cases.
- If the Current case field is enabled, define the current case property that corresponds to the property that you selected in substep c above.
- Optional: To add additional must match conditions, repeat substeps a through e above.
Define weighted conditions Assign weights to case properties and define the total weight that is required for the system to consider a case a duplicate:
- In the Weighted match conditions section, in the Find potential duplicate cases where the sum of weighted conditions is at least field, enter a sum of weights that represents a threshold when the lead is a potential duplicate.
- Click Add weighted condition.
- In the Weight field, enter the weight that you want to assign to a case property to compare the cases.
- In the Condition field, select the case property.
- Select the operator that you want to use to compare the cases.
- Define the current case property that corresponds to the property that you selected in substep d above.
- Optional: To add additional weighted match conditions, repeat substeps b through f above.
- Check in your changes.