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Matching Filters

Matching Filters allow you to process only a subset of records that match specified criteria. This helps you focus on specific record types or conditions during duplicate detection.

note

Optional Step: Matching Filters are optional. You can skip this step if you want to process all records. After configuring filters (or skipping), proceed to Merge and Convert to run your matching rule.

Creating Matching Filters​

On the next step of the Matching Rules wizard, you can create matching filters:

  1. Define filter criteria based on field values
  2. Add multiple filters as needed
  3. Configure filter conditions to combine filters

Filter Conditions​

When you have more than one filter, you must populate the Filter Condition input field to specify how filters should be combined.

The Filter Condition allows you to:

  • Use AND and OR logical operators
  • Group conditions using parentheses ()
  • Create complex filter logic

Examples​

Simple Conditions:

  • 1 AND 2 - Both filter 1 and filter 2 must match
  • 1 OR 2 - Either filter 1 or filter 2 must match

Complex Conditions:

  • (1 OR 2) AND 3 - Either filter 1 or filter 2 must match, AND filter 3 must match
  • (1 AND 2) OR 3 - Both filter 1 and filter 2 must match, OR filter 3 must match
  • 1 AND (2 OR 3) AND 4 - Filter 1 must match, AND (either filter 2 or filter 3), AND filter 4 must match

Common Use Cases​

Filter by Record Type​

Filter records to process only specific record types:

  • Filter 1: Record Type equals "Customer"
  • Filter Condition: 1

Filter by Status​

Process only active records:

  • Filter 1: Status equals "Active"
  • Filter Condition: 1

Filter by Date Range​

Process records created in the last 30 days:

  • Filter 1: Created Date greater than or equal to TODAY - 30
  • Filter Condition: 1

Combine Multiple Conditions​

Process active customer records created recently:

  • Filter 1: Record Type equals "Customer"
  • Filter 2: Status equals "Active"
  • Filter 3: Created Date greater than or equal to TODAY - 30
  • Filter Condition: 1 AND 2 AND 3

Process Either/Or Scenarios​

Process records that are either active customers or recently created:

  • Filter 1: Record Type equals "Customer" AND Status equals "Active"
  • Filter 2: Created Date greater than or equal to TODAY - 30
  • Filter Condition: 1 OR 2