Salesforce

What are the best practices for setting duplicate criteria?

Summary

You are using Case Merge Premium and want to ensure you're using effective duplicate search criteria.

Details

Case Merge Premium will reference your duplicate search criteria as users interact with the Duplicate DetectorDuplicate Case Utility Bar, and Automerge. Administrators can define unique duplicate criteria for the organization as a whole, by Record Type, and Automerge.

Upon install, the organization-wide duplicate criteria we package is configured as follows, searching for open cases with a similar subject.
  • Subject Conversation - Contains - Use Case Value.
  • Closed - Equals - False.
 We anticipate that Case Merge Premium clients will want to update the duplicate criteria to better align with their business processes. For example, some popular fields our clients have factored into their duplicate criteria search for better duplicate matching include Account Id, Contact Id, Case Type & Case Reason.

After some time of using Case Merge Premium to resolve duplicates, we recommend reviewing the Criteria Performance section of the setup experience. As merges occur, Case Merge Premium will gather information on how well your defined duplicate criteria is performing, and also offer suggestions on other fields that may be worth adding to your criteria for better duplicate matching.

In the example below, we can see that 102 merges have been performed over the last 60 days. The criteria we're currently utilizing is performing well. However, based on the suggested criteria, the search criteria should be updated to also factor in fields such as Account Id, Business Hours Id, Case Reason, and Priority.


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