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Pre-Built Scenario Summaries

COMMON SETTINGS FOR ACCOUNTS, LEADS AND CONTACT OBJECTS:

• Selection of Objects:  Use all objects
• Update Fields where Master is Empty:  All selected
• Combine Field Values: NONE SELECTED
• Merge Type: Salesforce Merge
• Reassign to Master Owner:  No ownership changes
• Extra Field Logging:  None
• Master Rule:  Varies by object

Accounts:

• Rigid Criteria
  • CRITERIA FOR FINDING DUPLICATES:
    Field: Name Mapping: Cleaned Account Name -Transpose -AlphaClean
    Field: BillingStreet Mapping: Street Address Match
    Field: BillingCity Mapping: Exact -Fuzzy
    Field: BillingPostalCode Mapping: Zip 5 and 9
    Field: Phone Mapping: Numeric
  • MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
• Semi Rigid Criteria
  • CRITERIA FOR FINDING DUPLICATES:
    Field: Name Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
    Field: BillingStreet Mapping: Relaxed Address Match
    Field: BillingCity Mapping: Exact -Fuzzy - AlphaClean
    Field: Phone Mapping: Relaxed NA Phone Match
  • MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
• Loose Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: Name Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
  Field: BillingStreet Mapping: Relaxed Address Match
  Field: BillingCity Mapping: Exact -Fuzzy- AlphaClean
• MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.
• Very Loose Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: BillingStreet Mapping: Street Address Match
  Field: BillingCity Mapping: Exact -Fuzzy - AlphaClean
  Field: Phone Mapping: Relaxed NA Phone Match 
• MASTER RULE: Most Opportunities and Contacts, Most Opportunities Scored as 50, Most Contacts Scored as 49, Score Delta set at 1.

Contacts:

• BETWEEN ACCOUNTS

• Rigid Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping: Exact
  Field: Email Mapping: Exact
  Field: Phone Mapping: Numeric
  Field: MailingStreet Mapping: Street Address Match
• MASTER RULE: Most Recently Modified Record, Score Delta set at 1.  
• Semi Loose Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping: Exact -Alpha Clean
  Field: Email Mapping: Exact
  Field: Phone Mapping: Relaxed NA Phone Match
• MASTER RULE: Most Recently Modified Record, Score Delta set at 1.  
• Loose Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping: Exact -Alpha Clean
  Field: Email Mapping: Exact
• MASTER RULE: Most Recently Modified Record, Score Delta set at 1.  
• Very Loose Criteria
  • CRITERIA FOR FINDING DUPLICATES:
    Field: FirstName Mapping: First 1 letter
    Field: LastName Mapping: Exact -Fuzzy-Alpha Clean
    Field: MailingStreet Mapping: Relaxed Address Match
    Field: Phone Mapping: Relaxed NA Phone Match
  • MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
• WITHIN AN ACCOUNT
• Rigid Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: AccountId Mapping: Exact
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping: Exact - AlphaClean
  Field: Email Mapping: Exact
  Field: Phone Mapping: Numeric
  Field: MailingStreet Mapping: Street Address Match
  Field: MailingCity Mapping: Exact - Fuzzy - Apha Clean
• MASTER RULE: Most Recently Modified Record, Score Delta set at 1.  
• Semi Loose Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: AccountId Mapping: Exact
  Field: FirstName Mapping: FirstName -Fuzzy
  Field: LastName Mapping: Exact -Fuzzy
  Field: Email Mapping: Exact
  Field: Phone Mapping: Relaxed NA Phone Match
• MASTER RULE: Most Recently Modified Record, Score Delta set at 1.
• Very Loose Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName -Fuzzy
  Field: LastName Mapping: Exact -Fuzzy
  Field: MailingStreet Mapping: Relaxed Address Match
  Field: Email Mapping: Domain
• MASTER RULE:  Most Recently Modified Record, Score Delta set at 1.
  

Leads:

• Rigid

• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping: Exact
  Field: Email Mapping: Exact
  Field: Company Mapping: Cleaned Account Name -Transpose -AlphaClean
  Field: Phone Mapping: Numeric
  Field: Street Mapping: Street Address Match
  Field: City Mapping: Exact -Fuzzy
• MASTER RULE: Lead Status is Qualified, Score Delta set at 1.
• Semi Loose
• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping:Exact
  Field: Email Mapping: Domain
  Field: Company Mapping: Cleaned Account Name -Transpose -AlphaClean
  Field: Phone Mapping: Relaxed NA Phone Match
  Field: Street Mapping: Relaxed Address Match
  Field: City Mapping: Exact -Fuzzy
• MASTER RULE: Lead Status is Qualified, Score Delta set at 1. 
• Very Loose
• CRITERIA FOR FINDING DUPLICATES:
  Field: FirstName Mapping: FirstName
  Field: LastName Mapping:Exact
  Field: Company Mapping: Cleaned Account Name -Fuzzy -Transpose -AlphaClean
  Field: Phone Mapping: Relaxed NA Phone Match
  Field: Street Mapping: Relaxed Address Match
  Field: City Mapping: Exact -Fuzzy
• MASTER RULE: Lead Status is Qualified, Score Delta set at 1.

COMMON SETTINGS FOR CASES, OPPORTUNITY, SOLUTION & TASK OBJECTS:

• Selection of Objects:  Varies by object 
• Update Fields where Master is Empty:  All selected
• Combine Field Values: NONE SELECTED
• Merge Type: DemandTools Merge (Salesforce Merge not applicable) 
• Reassign to Master Owner:  No ownership changes
• Extra Field Logging:  None
• Cloned Custom Objects:  Sub-objects of cloned objects will be reparented  
• Master Rule:  Varies by object

Cases:

• Open Cases by Subject and Supplied Email
• CRITERIA FOR FINDING DUPLICATES:
  Field: Subject Mapping: Exact -Fuzzy -Transpose -AlphaClean
  Field: SuppliedEmail Mapping: Domain
• Selection of Objects:  IsClosed = False
• Merge Objects: All Objects (PLEASE VERIFY)
• DemandTools Merge Type Options:
• Non-Master Objects: The field "Subject" will be prefixed with "DELETE***"
• Duplicate Campaign Exception: Not applicable to case merges ("Use Master" selected) 
• Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
• MASTER RULE: Case by Status:  "Escalated" scored as 10, "New" scored as 9, "On Hold" scored as 8.  Score Delta set at 1.

Opportunities:

• BETWEEN ACCOUNTS:  Opportunities by Name and Amount
• CRITERIA FOR FINDING DUPLICATES
  Field: Name Mapping: Exact -Fuzzy -Transpose -AlphaClean
  Field: Amount Mapping: Numeric
• Selection of Objects:  IsClosed = False
• Merge Objects: All Objects (PLEASE VERIFY)
• DemandTools Merge Type Options:
• Non-Master Objects: The field "Name" will be prefixed with "DELETE***"
• Duplicate Campaign Exception: Not applicable to Opportunity merges ("Use Master" selected) 
• Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
• MASTER RULE: Opportunity Rule - Highest Stage:  Higher StageNames receive higher scores (review details of rule for specifics).  Score Delta set at 1.
• WITHIN ACCOUNTS:  Opportunities by Name and Amount
• CRITERIA FOR FINDING DUPLICATE
  Field: Name Mapping: Exact -Fuzzy -Transpose -AlphaClean
  Field: Amount Mapping: Numeric
  Field: Account ID Mapping: Exact 
• Selection of Objects:  IsClosed = False
• Merge Objects: All Objects (PLEASE VERIFY)
• DemandTools Merge Type Options:
• Non-Master Objects: The field "Name" will be prefixed with "DELETE***"
• Duplicate Campaign Exception: Not applicable to Opportunity merges ("Use Master" selected) 
• Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
• MASTER RULE: Opportunity Rule - Highest Stage:  Higher StageNames receive higher scores (review details of rule for specifics).  Score Delta set at 1.

Solution:

• All Solutions Based on Name
• CRITERIA FOR FINDING DUPLICATES:
  Field: SolutionName Mapping: Exact
• Selection of Objects:  All Objects
• Merge Objects: All Objects (PLEASE VERIFY)
• DemandTools Merge Type Options:
• Non-Master Objects: The field "SolutionName" will be prefixed with "DELETE***"
• Duplicate Campaign Exception: Not applicable to solution merges ("Use Master" selected)
• Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
• MASTER RULE: Solution by Status:  "Reviewed" scored as 10, "Duplicate" scored as -1.  Score Delta set at 1.

Task:

• Open Tasks WITHIN Account Rigid Criteria
• CRITERIA FOR FINDING DUPLICATES:
  Field: WhoID Mapping: Exact
  Field: AccountID Mapping: Exact
  Field: Subject Mapping: Exact -Fuzzy -Transpose -AlphaClean 
• Selection of Objects:  IsClosed = False
• Merge Objects: All Objects (PLEASE VERIFY)
• DemandTools Merge Type Options:
• Non-Master Objects: The field "Subject" will be prefixed with "DELETE***"
• Duplicate Campaign Exception: Not applicable to task merges ("Use Master" is selected)
• Inactive Ownership Exceptions: Sub-objects owned by inactive users that need to be moved from the slave(s) to the master record will be kept as they are. A spare Salesforce license must be available to use this function.
• MASTER RULE: Task Status:  Higher Statuses receive higher scores (review details of rule for specifics).  Score Delta set at 1.

See also