DataFox helps you maintain a clean CRM by matching your records in Salesforce with the DataFox database. We’ll explain the matching logic in this article to provide details about the process.
Salesforce Account Matching
There are two processes for matching accounts/leads:
New Accounts - DataFox uses a waterfall approach which attempts to match both Account Names and websites. If the Account Name cannot be matched, then only the Website is matched. Or, if the Website cannot be matched, then only the Account Name is matched.
New Leads - Lead email address domains are used to match leads for a company profile. If the domain can’t be matched or is a generic domain (such as gmail.com), DataFox attempts to match using the Company field on a lead object.
You should now have a better understanding of how DataFox utilizes matching logic with Salesforce.
If you have additional questions about this process, please reach out to us at firstname.lastname@example.org.