Configuring Deduplication Rules

Before publishing a new record, Oracle CRM On Demand Marketing checks for an existing lead or contact in Oracle CRM On Demand. The new record is based on the rules defined in the CRM DeDuping Rules Configuration section.

Oracle CRM On Demand Marketing performs the following:

Checks for contacts first and then leads
Deduplication Engine executes these deduplication rules in the order of sequence and merges the data if a matching lead or contact is found.

You can define the deduplication rules for each entity and also define the order of precedence for the rules.

The following can happen:

If a matching record is not found, a new lead is created in Oracle CRM On Demand.
If a matching record is found, Oracle CRM On Demand Marketing updates the existing record.

To configure deduplication rules

In the CRM Integration Management section, click Deduping Rules.
In the CRM DeDuping Rules Configuration screen, click Start.
To sequence the existing deduplication rules, do the following:
1. Click Sequence.
2. Select one of the following options:
  - First Contact, Then Lead
  - First Lead, Then Contact
Click Save.
To configure the deduplication rules, do the following:
1. Click Configure for a lead or contact that you want to edit.
  
  A list of attributes for the lead or contact appears.
2. Select the attributes to add a new deduplication rule, then click Add.
  
  A new rule is added to any existing rules.
3. To sequence the order of the rules with the new rule included, click Sequence.
4. Click Back.
To edit the deduplication rules, do the following:
1. Click Edit for the deduplication rule that you want to edit.
  
  A list of attributes for the lead or contact appears.
2. Select the attributes that you want to add a new deduplication rule to, then click Add.
  
  A new rule is added to any existing rules.
3. To sequence the order of the rules with the new rule, click Sequence.
4. Click Back.
To delete any unnecessary rules, click the Delete button.