You can use a filter to check two fields against each other to find duplicate matches using the ‘Cross-Matching Merge’ option. For example, if you have two email fields in Salesforce (such as Email and Alternate Email), you can compare them against each other using cross field matching. Another example would be Billing Address and Shipping Address.

To create a filter using cross-field matching:

Step 1:

  1. Setup a new filter by clicking on Actions –> Create New Filter.
  2. Select ‘Cross-Matching Merge’ as the Filter Operation.
  3. Select your Object Type (Lead, Contact or Account).
  4. Choose the first and second fields that you want to compare same type fields against in the Cross-Match Field dropdowns.
  5. Name the Filter and give it a Description.
  6. Select ‘Enable’ to allow filter to run.
  7. Choose the automation rule that will determine how the records get merged.


Step 2:

  1. Select any additional fields that you want to use to find duplicate matches. For example, if you want to find matches with the same last name, first name, company name and email (both email fields), simply drag and drop Last Name, First Name, and Company Name fields and set your desired matching actions. Note: you will not need to configure email fields here because you already specified them in Step 1.
  2. Specify what field value you want to display as your Group Name. This will determine the Group Name that gets displayed on your merge preview page when previewing the filter results. In the example above, we are displaying the Last Name. If you wanted the Group Name to be the Email value, you would set the ‘Group results by this field’ option to ‘Cross-Matching Field’, and it will display the matched value identified between the two fields you specified in Step 1.


Step 3 & 4

Define the scope of the filter just like you would in any other filter.


You have now created a filter which Cloudingo will use to cross check Email and Alternate Email against each other. Duplicates will be detected regardless of which email field the email actually exists in.

Tip
For manual merging, it may help to place the two matched fields next to each other in the merge grid so that it’s easier to verify the match.