afv-library/skills/platform-metadata-api-context-get/data/metadata_api/MatchingRule.json

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{
"sections": [
"title",
"description",
"file_information",
"directory_location",
"fields",
"sub_types",
"wsdl_segment",
"declarative_metadata_sample_definition"
],
"title": "MatchingRule - Metadata API",
"description": "Represents a matching rule that is used to identify duplicate records.",
"file_information": ".matchingRule",
"directory_location": "matchingRules",
"fields_columns": [
"type",
"description"
],
"fields": {
"booleanFilter": {
"type": "string",
"description": "Specifies filter logic conditions."
},
"description": {
"type": "string",
"description": "The description of the matching rule."
},
"label": {
"type": "string",
"description": "The name of the matching rule.",
"required": true
},
"matchingRuleItems": {
"type": "MatchingRuleItem",
"description": "The criteria that make up a matching rule."
},
"ruleStatus": {
"type": "MatchingRuleStatus (enumeration of type string)",
"description": "The activation status of the matching rule. Values are: Inactive Deactivating DeactivationFailed Active Activating ActivationFailed Important: The only valid values you can declare when deploying a package are Active and Inactive.",
"required": true
}
},
"sub_types": {
"MatchingRuleItem": {
"blankValueBehavior": {
"type": "BlankValueBehavior (enumeration of type string)",
"description": "Specifies how blank fields affect whether the fields being compared are considered matches. Valid values are: MatchBlanks NullNotAllowed (default)"
},
"fieldName": {
"type": "string",
"description": "Indicates which field to compare when determining if a record is similar enough to an existing record to be considered a match.",
"required": true
},
"matchingMethod": {
"type": "MatchingMethod (enumeration of type string)",
"description": "Defines how the fields are compared. Choose between the exact matching method and various fuzzy matching methods. Valid values are: Exact FirstName LastName CompanyName Phone City Street Zip Title For details on each matching method, see “Matching Methods Used with Matching Rules” in the Salesforce Help.",
"required": true
}
}
},
"wsdl_segment": "```xml\n<xsd:simpleType name=\"BlankValueBehavior\">\n <xsd:restriction base=\"xsd:string\">\n <xsd:enumeration value=\"MatchBlanks\"/>\n <xsd:enumeration value=\"NullNotAllowed\"/>\n </xsd:restriction>\n</xsd:simpleType>\n<xsd:simpleType name=\"MatchingMethod\">\n <xsd:restriction base=\"xsd:string\">\n <xsd:enumeration value=\"Exact\"/>\n <xsd:enumeration value=\"FirstName\"/>\n <xsd:enumeration value=\"LastName\"/>\n <xsd:enumeration value=\"CompanyName\"/>\n <xsd:enumeration value=\"Phone\"/>\n <xsd:enumeration value=\"City\"/>\n <xsd:enumeration value=\"Street\"/>\n <xsd:enumeration value=\"Zip\"/>\n <xsd:enumeration value=\"Title\"/>\n </xsd:restriction>\n</xsd:simpleType>\n<xsd:complexType name=\"MatchingRule\">\n <xsd:complexContent>\n <xsd:extension base=\"tns:Metadata\">\n <xsd:sequence>\n <xsd:element name=\"booleanFilter\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"description\" minOccurs=\"0\" type=\"xsd:string\"/>\n <xsd:element name=\"label\" type=\"xsd:string\"/>\n <xsd:element name=\"matchingRuleItems\" minOccurs=\"0\" maxOccurs=\"unbounded\" type=\"tns:MatchingRuleItem\"/>\n <xsd:element name=\"ruleStatus\" type=\"tns:MatchingRuleStatus\"/>\n </xsd:sequence>\n </xsd:extension>\n </xsd:complexContent>\n</xsd:complexType>\n<xsd:complexType name=\"MatchingRuleItem\">\n <xsd:sequence>\n <xsd:element name=\"blankValueBehavior\" minOccurs=\"0\" type=\"tns:BlankValueBehavior\"/>\n <xsd:element name=\"fieldName\" type=\"xsd:string\"/>\n <xsd:element name=\"matchingMethod\" type=\"tns:MatchingMethod\"/>\n </xsd:sequence>\n</xsd:complexType>\n<xsd:simpleType name=\"MatchingRuleStatus\">\n <xsd:restriction base=\"xsd:string\">\n <xsd:enumeration value=\"Inactive\"/>\n <xsd:enumeration value=\"DeactivationFailed\"/>\n <xsd:enumeration value=\"Activating\"/>\n <xsd:enumeration value=\"Deactivating\"/>\n <xsd:enumeration value=\"Active\"/>\n <xsd:enumeration value=\"ActivationFailed\"/>\n </xsd:restriction>\n</xsd:simpleType>\n<xsd:complexType name=\"MatchingRules\">\n <xsd:complexContent>\n <xsd:extension base=\"tns:Metadata\">\n <xsd:sequence>\n <xsd:element name=\"matchingRules\" minOccurs=\"0\" maxOccurs=\"unbounded\" type=\"tns:MatchingRule\"/>\n </xsd:sequence>\n </xsd:extension>\n </xsd:complexContent>\n</xsd:complexType>\n<xsd:complexType name=\"Metadata\">\n <xsd:sequence>\n <xsd:element name=\"fullName\" minOccurs=\"0\" type=\"xsd:string\"/>\n </xsd:sequence>\n</xsd:complexType>\n```",
"declarative_metadata_sample_definition": [
{
"description": "The following is a sample XML definition of a matching rule. A matching rule can be associated with either a standard or a custom object.",
"code": "<?xml version=\"1.0\" encoding=\"UTF-8\"?>\n<MatchingRules xmlns=\"http://soap.sforce.com/2006/04/metadata\">\n<matchingRules>\n<fullName>AccountMatchingRule</fullName>\n<label>Matching rule for accounts</label>\n<description>this is sample rule description</description>\n<matchingRuleItems>\n<blankValueBehavior>NullNotAllowed</blankValueBehavior>\n<fieldName>BillingCity</fieldName>\n<matchingMethod>City</matchingMethod>\n</matchingRuleItems>\n\n<matchingRuleItems>\n<blankValueBehavior>NullNotAllowed</blankValueBehavior>\n<fieldName>Name</fieldName>\n<matchingMethod>CompanyName</matchingMethod>\n</matchingRuleItems>\n\n<ruleStatus>Inactive</ruleStatus>\n</matchingRules>\n</MatchingRules>"
}
]
}