Harmonization and Unification17% of the exam
Identity resolution: match and reconciliation rules
How identity resolution builds unified profiles: unification types, ruleset setup and IDs, match rules and methods, reconciliation rules, unified link objects, known versus anonymous profiles, scheduled versus real-time runs, and the levers that control credit use.
Define the purpose, process, and supported use cases of unification.
~8 min read · 26 practice questions ·
What the exam expects
- Explain what unification does (and doesn't do) and pick the unification type: individuals or accounts, leads to accounts, or households.
- Create and change rulesets safely: prerequisites, ruleset IDs, testing a second ruleset, updating versus deleting.
- Design match rules: methods, Match on Blank, Case Sensitive, party identifiers, and avoiding over-matching.
- Choose reconciliation rules per object and field, and handle contact points through activation instead.
- Explain run timing, real-time matching, consolidation rate, known versus anonymous profiles and credit levers.
Key terms:
- Ruleset: the match and reconciliation rules for one primary DMO; its output is unified DMOs.
- Match rule: criteria that must all match; any one rule matching links two records.
- Reconciliation rule: picks the single value shown in a unified field.
- Unified link object: the bridge from each source record ID to its unified profile ID.
- Consolidation rate: 1 - (unified profiles / source profiles).
Key facts
Ruleset ID
- Detail
- Up to 4 characters, unchangeable
Ruleset deletion
- Detail
- Up to 24 hours; data unrecoverable
Exact
- Detail
- Case-insensitive
Household rulesets
- Detail
- One match rule only
Last Updated
- Detail
- Needs Last Modified Date mapped
Contact points
- Detail
- Not reconciled
Processing frequency
- Detail
- 60 minutes to 24 hours by source
Ruleset job limits
- Detail
- Scheduled at most once per day; 4 jobs per 24 hours; 5 rulesets per primary DMO per data space
Real time
- Detail
- Match on Blank ignored; no fuzzy
Consolidation rate
- Detail
- 1 - (unified / source)
Known unified profile
- Detail
- Any linked source profile is known
Real-time no exact match
- Detail
- No profile returned; reviewed at next scheduled run
Full reprocess triggers
- Detail
- Match, reconciliation or filter changes; new DLO or field mapped to a ruleset DMO
Sources for this section (12)
- Create Rulesetshelp.salesforce.com (opens in a new tab)
- Delete a Rulesethelp.salesforce.com (opens in a new tab)
- Match Methodshelp.salesforce.com (opens in a new tab)
- Household Match Ruleshelp.salesforce.com (opens in a new tab)
- Reconciliation Ruleshelp.salesforce.com (opens in a new tab)
- Processing Frequencyhelp.salesforce.com (opens in a new tab)
- Data 360 Limits and Guidelineshelp.salesforce.com (opens in a new tab)
- Real-Time Identity Resolutionhelp.salesforce.com (opens in a new tab)
- Processing Resultshelp.salesforce.com (opens in a new tab)
- Anonymous and Known Profileshelp.salesforce.com (opens in a new tab)
- Scheduled and Real-Time Matchinghelp.salesforce.com (opens in a new tab)
- IR billinghelp.salesforce.com (opens in a new tab)
- Why does adding a second match rule raise the consolidation rate?
- When can you create a household ruleset?
- Which object relates source purchases to unified profiles for a calculated insight?
- Why can Match on Blank cause the 50,000-match error?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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