Updating the Matchmaker Matching or Duplicate Rules

Issue

Matchmaker relies heavily on the Salesforce Duplicate Management system. This system creates Record Set records to improve efficiency, and these record sets are leveraged by future matches. Because of this, it is critical that users follow the steps outlined below when making changes to either the Matching Rule or Duplicate Rule used by Matchmaker. If these steps are not followed, then results cannot be relied on, and thousands or even millions of extraneous records will be generated, potentially filling your org beyond capacity.

Solution

1. Stop all matching. On the Matchmaker Configuration tab, cancel any matches in progress and deactivate Match.
2. Delete all Potential Match records
   1. Navigate to Reports tab, create a new report and, run a report on Potential Matches
   2. Customize to show ID only
   3. Export Details to a .csv file
   4. Delete the 5 rows added by Salesforce at the bottom of the file
   5. Use Data Loader to delete these records
3. Clear the ‘Potential Account Match’ and ‘Potential Account Match Date’ fields on all Leads (NOTE: this has no impact on Matchmaker functionality impact - these fields are only used for reporting purposes)
   1. Create a report with leads with ‘Potential Account Match’ checked
   2. Export Details to a .csv file
   3. Delete the 5 rows added by Salesforce at the bottom of the file
   4. Set ‘Potential Account Match’ = FALSE and ‘Potential Account Match Date’ is null
   5. Use Data Loader to update these records
      1. In Data Loader Settings, select ‘Insert null values’
      2. If ‘Insert null values’ is inactive, uncheck ‘Use Bulk API’
      3. NOTE: it is recommended you deselect ‘Insert null values’ when finished
4. Delete all Duplicate Record Set records
   1. Open Developer Console | Debug | Open Execute Anonymous Window
   2. Run the following script, adding the ID of your Duplicate Rule where specified: delete [select id from duplicaterecordset where duplicateruleid = ‘the id of the duplicate rule associated with matchmaker’ limit 1000];
   3. Re-run the script until all Duplicate Record Set records with the Matchmaker Duplicate Rule are deleted
5. Deactivate the Duplicate Rule
6. Deactivate the Matching Rule
7. Modify the Matching Rule to be the same as the rule we ship with in v1.9
8. Save and Activate the modified Matching Rule
9. Modify the Duplicate Rule mapping to match the newly modified Matching Rule
10. Save and Activate the modified Duplicate Rule
11. On the Matchmaker Configuration tab, re-run bulk matching by clicking the “Run One-time Batch” button

Please contact us for help by logging a case at the Full Circle Customer Community.