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MatchingRule

Represents a matching rule that is used to identify duplicate records. This object is available in API version 33.0 and later.

A matching rule compares field values to determine whether a record is similar enough to existing records to be considered a duplicate. For example, a matching rule can specify that if the Email and Phone values of two records match exactly, the records are possible duplicates. Your organization uses matching rules with duplicate rules to define what happens when duplicates are identified.

If the rule is for a Person Account, SobjectSubType is automatically set to PersonAccount.

Supported Calls

describeSObjects(), query(), retrieve()

Special Access Rules

As of Summer ’20 and later, only users with the View Setup and Configuration permission can access this object.

Fields

Field Name	Details
BooleanFilter	Type string Properties Filter, Group, Nillable, Sort Description Specifies filter logic conditions.
Description	Type textarea Properties Filter, Group, Nillable, Sort Description The description of the matching rule.
DeveloperName	Type string Properties Filter, Group, Sort Description The developer name for the matching rule. Only users with View DeveloperName OR View Setup and Configuration permission can view, group, sort, and filter this field. Note
Language	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The language selected for your organization.
MasterLabel	Type string Properties Filter, Group, Sort Description The name of the matching rule.
MatchEngine	Type picklist Properties Filter, Group, Nillable, Restricted picklist, Sort Description The match engine used by the matching rule.
NamespacePrefix	Type string Properties Filter, Group, Nillable, Sort Description The namespace prefix for matching rules for your organization.
RuleStatus	Type picklist Properties Defaulted on create, Filter, Group, Restricted picklist, Sort Description Required. The activation status of the matching rule. Values are: `Inactive` `Deactivating` `DeactivationFailed` `Active` `Activating` `ActivationFailed` The only valid values you can declare when deploying a package are `Active` and `Inactive`. Important
SobjectSubtype	Type picklist Properties Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort Description Read-only. Indicates if the matching rule is defined for the Person subtype of Account. Valid values are: `PersonAccount` `None` If the rule is for a Person Account, SobjectSubType is automatically set to `PersonAccount`.
SobjectType	Type picklist Properties Filter, Group, Restricted picklist, Sort Description The object for the matching rule.

Usage

Use the Salesforce API to retrieve and view details about MatchingRule and MatchingRuleItem. Use the Salesforce Metadata API to create, update, or delete these objects.

Object Reference for the Salesforce Platform

MatchingRule

Supported Calls

Special Access Rules

Fields

Usage

See Also