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Account Matching Rule Advice

mdosanjh
Observer

Hi all - 

If I wanted to use DupeBlocker to catch duplicates for Accounts based on just the Account Name and Website, how would you recommend to setup the Scenario Rules? 

Ideally we are looking to fuzzy match on both of these fields but I am not sure what the best method is to configure the rules. 

1 REPLY 1

Pugs_Validity
Validity Team Member
Validity Team Member

Hey @mdosanjh - I would not reccomend using fuzzy matching on a website field as it will open the door for a lot of false matches. Otherwise, matching on Account Name and Website should be a simple setup. Have you considered using our Dupeblocker Mapping Types? Several customers enjoy using the Cleaned Account Name mapping to catch common prefix and suffix that can often be included or omitted for company names. Do you know what your ideal action will be when identifying a match? The documentation below should provide a strong knowledge base but feel free to reach out to us at DemandToolsCOE@validity.com if you'd like to discuss your use case in more depth.

Dupeblocker Knowledge Base

Dupeblocker Mapping Types