What are the best practices for setting duplicate criteria?
You are using Case Merge Premium and are curious in regards to best practices for your default duplicate criteria.
Case Merge Premium allows for administrators to define organization-wide duplicate criteria.
Upon install, the default criteria we package is as follows:
In most cases, the default criteria is sufficient and does not need to be altered. However, if you're noticing that too many potential duplicates are being returned by the search (the yellow highlighted field), please consider the following: