Standard matching rules for leads, accounts, and contacts
Key Takeaway
Standard matching rules for accounts, contacts, and leads are activated by default, but you can't edit them. If the business needs something different, create a custom matching rule.
Standard matching rules are prebuilt rules that decide whether two account, contact, or lead records are likely duplicates. They work with duplicate rules and duplicate jobs, so an org can start catching duplicates without building its own comparison logic.
What a matching rule does
A matching rule compares a field on a new or edited record with the same field on an existing record to decide how closely they match.
Standard matching rules come with predefined criteria, but in a custom matching rule you define the criteria yourself. You can't edit a standard matching rule, so if the business needs different fields, thresholds, or logic, you create a custom matching rule instead.
Standard matching rules are available in Lightning Experience and Salesforce Classic, in these editions:
- Essentials
- Professional
- Enterprise
- Performance
- Unlimited
- Developer