Configure and monitor Salesforce Data Cloud Identity Resolution rulesets to merge duplicate individual profiles
domain: developer.salesforce.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
In Data Cloud Setup, open Identity Resolution and create or edit a ruleset targeting the Individual Data Model Object
Add match rules specifying which contact point attributes (e.g., normalized email, phone) serve as reconciliation keys
Choose a reconciliation rule that determines which source record's attribute values win when multiple sources disagree on a field
Run the ruleset and monitor the Identity Resolution job in the run history to confirm completion and review match statistics
Examine the unified Individual records produced and validate merged profiles using the Profile API or the Data Cloud UI
Iterate on match rule thresholds (exact vs. fuzzy) and rerun the ruleset to tune precision and recall
Known gotchas
Fuzzy matching on name or phone fields increases match rate but raises the risk of incorrectly merging distinct individuals; validate carefully with sample data
Identity Resolution jobs can be resource-intensive; scheduling them during off-peak hours reduces contention with Data Stream refreshes
Deleting and recreating a ruleset resets all unified profile IDs, which breaks any downstream system that stored those IDs as foreign keys
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