The Tie Breaker feature in Sweep's Dedupe & Matching determines which of several potential duplicate accounts becomes the surviving (master) record after a match is found. Tie breakers run as a sequential process across all potential duplicates identified for the triggering record.
How the Tie Breaker Process Works
When a match is detected, Sweep collects all potential duplicate records (excluding the triggering record itself) and runs them through each Tie Breaker rule in order:
Rule 1 evaluates all potential duplicates. Records that do not meet the rule's criteria are eliminated. Only matching records proceed.
Rule 2 then evaluates only the records that survived Rule 1. Again, non-matching records are dropped.
This continues until either one record remains (the master), or all records are eliminated.
How "Prioritize" Works Within a Tie Breaker Rule
The Prioritize operator is used within a single tie breaker rule to rank records based on the values of a picklist field. When multiple picklist values need to be evaluated with distinct priorities, you can define their order of precedence by selecting the relevant values and arranging them accordingly using drag-and-drop within the stack.
Implementation Steps
Create a new Dedupe and Matching Rule
Set up Deduplication Actions (refer here)
Set up Tie Breakers
Access Tie breakers from the Settings submenu
Click + New rule
Add the condition - in this example:
Select a picklist field
Select Prioritize as the operator
Tick the values that will be evaluated
Arrange the selected values in order of priority by dragging and dropping them within the list. The value placed at the top will have the highest priority, followed by the values below it in descending order.
Click Save
Deploy the rule
