Hey All, I am trying to run a small list of events attendees, like 24 records against a large list of clients hoping to identify current clients from the events list.
Fuzzy match is not returning results as expected, for example I extracted a sample record going into the the tool:
(I have sanitized names, these are all fake)
Count | First_RecordID | SF_Company | Source | FirstName | LastName |
5 | 172748 | Index Co | A | ||
13 | Index Co | B | Aemond | Spel | |
15 | Index Co | B | **bleep** | Kieef | |
19 | Index Co | B | Han | Moe |
Where source A is my CRM and source B is the list of events. I only want to match on the Company name.
Here is the funny thing, if I add a filter before the fuzzy matching to bring only the records where company name contains "Index" then the Fuzzy match works perfectly, and the records above get a 100% match. If I remove the filer and allow for all the thousands of records to flow through, the records above are no where to me found. I have brought all unmatched records, filter to find those and nada. What am I missing?
Here is my config for the fuzzy:
@Korpelak I am not sure we'll be able to help without seeing the behavior. Do you have more records we can use to see this behavior?
I quickly recreated your workflow and see the same thing - all Index Co records are 100% match to from one source to the other.
Otherwise, you could temporarily lower your threshold to see if you get more records - remember though, the Company Match method does a 60% threshold by default!