Create Matching Rule
sf_create_matching_ruleCreate a matching rule to specify fields and methods for finding duplicate records. Use this rule before creating a duplicate rule.
Instructions
Creates a Matching Rule used by Duplicate Rules to detect potential duplicate records. Define which fields to match on and which matching algorithm to use (Exact, FirstName, LastName, Company, Email, Phone, etc.). Must be created before creating a Duplicate Rule that references it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| label | Yes | Display label | |
| ruleName | Yes | Matching rule developer name | |
| objectName | Yes | Object API name, e.g. 'Lead', 'Contact', 'Account' | |
| description | No | Description | |
| matchingRuleItems | Yes | Fields and methods used for matching |