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Account Matching Logic

UserGems Account Matching

Before creating a contact UserGems checks:

  1. Is there an account with that domain
  2. Is there an account with that name (or variation ex: UserGems vs UserGems, Inc.)
  3. Is there an account that has a majority of contacts where the email ends in that domain?

We go through these 3 cases in that order. If there is 1 matching account, we pick this account. If there are several matching accounts, we use the State/Country of the prospect, after that the State/Country of the company as tie-breaker.

We check if there is an account with at least 2 contacts that matches the Person's State/Country of the prospect we are about to create. If not, then we check if there is an account with at least 2 contacts that match the Company State/Country of the prospect we are about to create.

We then check if there is an account with at least 1 contact that matches the Person's State/Country of the prospect we are about to create. If not, then we check if there is an account with at least 1 contact that matches Company State/Country of the prospect we are about to create.

We check if there is an account with >1 contacts that matches the Person's State/Country of the prospect we are about to create. If not, then we we check if there is an account that matches Company State/Country of the prospect we are about to create.

If there are several accounts that match the State/Country and one of them is the Parent account, then we will pick the parent account. Otherwise, we will pick the account with the most prospects.

These checks usually cover the majority of account duplication issues. Additionally, we utilize the duplication rules you have in your Salesforce instance.

Parent account hierarchies:

  1. If UserGems finds only one Account with a website domain that matches a contact's new email domain, we will match to that account.
  2. If UserGems finds a Parent/Child with the same website domain, we will match to the Parent Account
  3. If there are multiple Accounts with the same Website domain, we would match to the account with more Contacts.
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