Leveraging Data.com Clean

Data.com Clean Enhancements

Administrators can now configure the DUNSRight Confidence Code in Salesforce. This is a feature that allows Administrators to set the threshold for automatic record matching in Salesforce. The higher number settings will result in a higher quality of matches (and the fewer number of records will be matched). The lower the number, the lower the quality  of the matches (and the higher number of records will be deemed matches).

Image courtesy: Salesforce

If your organization utilizes the DUNSRight Matching and Data.com cannot find a qualified match for an account, the record’s clean status will be set to Select Match. This means that one possible match was found and will require users to manually select one of the potential matches to apply to the database.

Image courtesy: Salesforce

The MatchGrade feature (displayed on the right) shows the quality of each potential match to help streamline and facilitate the manual selection process.

Image courtesy: Salesforce

The MatchGrade legend shows the code letters which correspond to the following account fields:
- Account Name
- Street Number
- Street Name
- City
- State/Province
- Mailing Address
- Phone

Image courtesy: Salesforce

To learn more about the Salesforce Summer '13 Release Enhancements, check out these Release Notes.

If you have access to the Salesforce Premier online course catalog, 
click here to view a training module describing these enhancements in more detail.

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