Automatic Record Matching: Matching by Region, Country, and Record Owner

Note: This setting is only available to users integrated with Salesforce.

The following article applies to customers who capture prospects from multi-regional accounts and have configured multiple accounts in their Salesforce CRM with the same domain field, but different region textfield. For example two accounts with apple.com set for the company domain, but titled Apple US with a field called country set to "United States" and another titled Apple India with a field called country set to "India".

With LeadIQ, we'll match the first account we find matching the company domain associated with that prospect.

Further refine with automatic record matching to check the account region or country fields associated with that account to ensure your regional captures of prospects with a company location of USA get matched to the correct Apple US account, meanwhile captures where the company address is located in India get matched to the corresponding Apple India account in SFDC.

 

Setup:

By default, prospects you capture are matched to an account record in SFDC based on the company website. Do you work with regional accounts that share the same company website?

With LeadIQ, we've introduced automated country code matching for SFDC to deal with multi-region accounts hosted across multiple records in your CRM.

Located in the web app, under SFDC configuration settings (https://account.leadiq.com/app/integrations/salesforce):

If you would like to match by region or country, select your corresponding salesforce field for one of the two options.

If you would like to match by both, understand LeadIQ will first compare accounts with matching regions, then further to matching countries. Select both fields from the drop down matching your CRM configuration.

With this feature enabled, while saving the prospect to your CRM, LeadIQ will check your Salesforce CRM for a list of matching accounts as usual then narrow in this specific order: region/sub-region, then country (if selected)

The following are a list of accepted text values we look for a corresponding match with in Salesforce for the fields you select in the drop downs seen above.

1. Region or sub-region:

Full list of region text values we support matching for:

Americas
APAC
EMEA
LATAM
LAC

Do you instead map regions like Northern Europe and Southern Europe? Yes, we support matching values for sub-regions if the above values are not found. Full list of sub-regions text values we match:

South Asia
North Europe
South Europe
North Africa
Polynesia
Sub-Saharan Africa
Latin America
West Asia
Australia and New Zealand
West Europe
East Europe
North America
Southeast Asia
East Asia
Melanesia
Micronesia
Central Asia

 

2. Country

If regions are too broad, and you have more than one account that matches the same value - we recommend you also set your country matching field to correspond to your account country textfield. Full list supported of matching values we'll look for:

Afghanistan
Åland Islands
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Ivory Coast
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Vatican City
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Réunion
Romania
Russian Federation
Rwanda
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin (French part)
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome & Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten (Dutch part)
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
United States Minor Outlying Islands
Uruguay
Uzbekistan
Vanuatu
Venezuela
Vietnam
Virgin Islands (British)
Virgin Islands (U.S.)
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe

3. Record Owner 

Enabling the option for Record Owner allows LeadIQ's Prospecting Hub Chrome extension to consider the owner of the record in Salesforce when choosing between multiple matching accounts or prospects. 

If you would like to learn more about how this setting supports data quality and CRM hygiene, go here. If you have any unanswered questions about account matching, you can reach out to the Support Team by clicking Submit a Request at the top right of this page.