Matchmaker FAQs

Q: Can I remove email domains from Matchmaker’s Default Ignore list?

A: No. However, you can override the default list of ignored domains by creating a Salesforce Static Resource and calling it “Custom_Invalid_Domains.” If that Static Resource exists, Matchmaker will use it instead of the default list. For a full listing of all the email service domains Matchmaker ignores by default, and for important domain validation rules to keep in mind if you opt to create a Static resource, click here.

Q: I need to make changes to Matchmaker’s Matching Rule or Duplicate Rule. Can I still rely on my data afterward?

A: Only if you follow these steps! Matchmaker relies heavily on the Salesforce Duplicate Management System, which creates Record Set records that are leveraged by future matches. Because of this, if changes are made to the Matching or Duplicate Rule in Matchmaker without following the correct procedure, the results can’t be relied on. Certain errors can also result in the creation of thousands or even millions of extraneous records, filling your org well beyond capacity.

Q: I want to configure Matchmaker differently. What steps do I need to take beforehand?

A: You’ll need to delete system records in order to remove Duplicate Record Sets. For more details on how these record sets work, click here.

Q: I’m getting a matching error that reads, “DUPLICATES DETECTED, Use one of these records?”

A: Check the setup of the duplicate rule and reconcile it with the instructions under "Step 2: Duplicate Management" of the Install & Prepare Guide. The problem is likely that the duplicate rule is not set to "Allow" on both Action On Create & Action On Edit and/or that the Alert checkbox is selected.

Q: When I try to activate the Matchmaker matching rule, I get an error email from Salesforce telling me it generated a match key(s) that resulted in more than 100 duplicate records. How do I fix this?

A: This error usually happens in orgs with a lot of test data, or without a lot of data cleansing and normalization. Here’s how to address this issue.

Q: Why can’t my content be displayed on the Lead or Account layout?

A: This is likely a permission set issue. Here’s how to resolve it.

Q: Why can’t I see the Lead Convert button on the Visualforce page?

A: This is likely a permissions issue. Make sure you have Field Level Security permissions — users without permissions to convert leads won’t be able to see the Lead Convert button.