Usage |
The DeDup Token Value user property specifies the calculation expression to adjust the filtering that generates the candidate set. A larger or more restricted candidate set may be desired, or a field may need to be added to or removed from the expression. Calculation expressions for Dedup tokens follow the same syntax rules as calculated Fields. If the calculation value is changed, you must regenerate the token values in the database for existing data. This is accomplished by running deduplication in batch mode. The Dedup token is generated based on the following calculations.
- Contacts: Dedup token consists of a concatenated string of the cleansed five-digit ZIP Code of the account address, the first letter of the cleansed account name, and the first letter of the cleansed last name. The calculation expression is
IfNull (Left ([Postal Code], 5), "_") + IfNull (Left ([Account],1), "_") + IfNull (Left ([Last Name], 1), "_")
- Accounts and Sub-Accounts: Dedup token consists of a concatenated string of the cleansed five-digit ZIP Code of the account address, the first letter of the cleansed account name, and the first nonblank nonnumeric character of the cleansed street name. The calculation expression is
IfNull (Left ([Postal Code], 5), "_") + IfNull (Left ([Name], 1),"_") + IfNull (Mid ([Street Address], FindNoneOf ([Street Address], "1234567890 "), 1), "_")·
- Prospects: Dedup token consists of a concatenated string of the cleansed five-digit ZIP Code of the account address, the first letter of the cleansed account name, and the first letter of the cleansed last name. The calculation expression is
IfNull (Left ([Postal Code], 5), "_") + IfNull (Left ([Primary Account Name], 1), "_") + IfNull (Left ([Last Name], 1), "_")
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