How do matching rules work?

Typically this means that your duplicate Salesforce rules aren't working. The actual setup and management of the rules are outside the scope of what we support. Matching rules are a standard Salesforce feature, you can learn more about them here

A way to test that your rule works as expected is to manually create a record in Salesforce and ensure that Salesforce is preventing those leads from being duplicated outside of our integration.

To help further we have provided a simple way to check your matching rule against. If you have rules set, then a button will appear just above the mappings table.  For more information and to see an illustration please click here.
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