Cross-Object Matching

Find and resolve duplicate records across different Salesforce objects.

What is Cross-Object Matching?

Cross-object matching identifies duplicate records that exist in different Salesforce objects. For example, a Lead may already exist as a Contact, or a Contact may be a duplicate of a Person Account.

Supported Object Pairs

Lead → Contact

Find Leads that may already exist as Contacts in your org

Contact → Person Account

Find Contacts that may be duplicates of Person Accounts

Field Mapping

Cross-object matching compares equivalent fields between different objects.

Lead to Contact Mapping

Lead	→	Contact
`FirstName`	→	`FirstName`
`LastName`	→	`LastName`
`Email`	→	`Email`
`Phone`	→	`Phone`
`Company`	→	`Account.Name`
`Website`	→	`Account.Website`

Contact to Person Account Mapping

Contact	→	Person Account
`FirstName`	→	`FirstName`
`LastName`	→	`LastName`
`Email`	→	`PersonEmail`
`Phone`	→	`Phone`
`MailingStreet`	→	`PersonMailingStreet`

You can customize field mappings in Settings → Cross-Object Matching for each object pair.

Resolution Actions

When cross-object duplicates are found, you have several options to resolve them.

Convert Lead

For Lead → Contact matches, convert the Lead to use the existing Contact. This is the standard Salesforce Lead conversion process.

1Click 'Convert' on the match card
2Review the matched Contact record
3Choose whether to create an Opportunity
4Confirm the conversion

Transfer & Delete

Transfer important data from one record to another, then delete the duplicate.

1Click 'Transfer & Delete' on the match card
2Select which record to keep (survivor)
3Choose fields to transfer from the duplicate
4Preview changes before confirming
5The duplicate record is deleted after transfer

This operation can be reversed using Unmerge within your plan's retention window. The deleted record is also available in Salesforce's Recycle Bin for 15 days.

Dismiss

Mark the pair as not duplicates. They won't appear in future scans.

Dismissed pairs can be reviewed in the Dismissed tab.

Configuration

Configure cross-object matching in Settings → Cross-Object Matching.

Enable/Disable

Turn cross-object matching on or off for each object pair

Matching Mode

Choose Rules Only, AI Only, or Hybrid matching

Field Mappings

Customize which fields are compared between objects

Thresholds

Set minimum match scores for potential and exact matches

Frequently Asked Questions

Why don't I see all cross-object pairs?

Cross-object matching requires enabled matching configurations for both objects in the pair. Ensure both Lead and Contact (or Contact and Account) have active matching rules.

Can I use AI matching for cross-object comparisons?

Yes. Select AI Only or Hybrid mode in the cross-object configuration. Both objects must have AI fields configured in their single-object settings.

What happens to related records when I delete?

Related records (Activities, Opportunities, etc.) are transferred to the survivor record before deletion. Salesforce's standard record ownership rules apply.

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