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Tie Breakers and Prioritize Action

Written by Yahel Gaver
Updated over 2 weeks ago

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:

  1. Rule 1 evaluates all potential duplicates. Records that do not meet the rule's criteria are eliminated. Only matching records proceed.

  2. Rule 2 then evaluates only the records that survived Rule 1. Again, non-matching records are dropped.

  3. 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

  1. Create a new Dedupe and Matching Rule

    • Navigate to Dedupe & Matching under Build tab


    • Click the New button, and select the deduplication / matching rule


  2. Set up Deduplication Actions (refer here)

  3. Set up Tie Breakers

    • Access Tie breakers from the Settings submenu


    • Click + New rule

    • Add the condition - in this example:

      1. Select a picklist field

      2. Select Prioritize as the operator

      3. Tick the values that will be evaluated

      4. 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

  4. Deploy the rule

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