In a typical healthcare or customer-centric organization, individuals’ names, emails, and date of birth are commonly used to identify duplicates. However, many are perplexed by the fact that Salesforce matching rules do not support date fields, which presents a significant drawback in identifying duplicate contacts.
How do I get rid of this problem??
- To address this issue, one potential solution is to support the idea submitted almost a decade ago to enable date fields on matching rules. By advocating for this enhancement, users can contribute to improving Salesforce’s functionality for duplicate management. https://ideas.salesforce.com/s/idea/a0B8W00000Gdn5iUAB/add-the-possibility-to-use-date-type-fields-in-duplicate-matching-rules-criteria
- Option 2 is a more feasible approach, which most of us can implement easily with little configuration effort. In this method, – need to create a custom field “DOBtext on the same object of type string and develop a flow to update this field whenever the DOB field on the record is updated. That way this text field can be used in the duplicate matching rule criteria to identify contact’s with the same date of birth, even though Salesforce doesn’t support date fields.