topic Matching Based on Auto-Number field? in DemandTools

Matching Based on Auto-Number field?

Kweku — Wed, 28 Feb 2024 16:23:17 GMT

Hi, I have been trying to use the Match module in DTV to match records in Salesforce based on an auto-numbered field. I have not had any success finding records with any match step I set up. I looked into some documentation and found this on Salesforce help, "You can’t use an auto-numbered lookup or master-detail relationship field in a matching rule". Any help to cercumvent this using the Match module would be greatly appreciated. Thank you!

Re: Matching Based on Auto-Number field?

AnthonyValidity — Wed, 28 Feb 2024 21:50:17 GMT

Hi @Kweku ,

Are you able to see the field you're attempting to match on in the match steps of the Match module? Are you using a file?

Thanks,

Re: Matching Based on Auto-Number field?

Kweku — Wed, 28 Feb 2024 21:54:59 GMT

Hi @AnthonyValidity,

Yes, I am using a file to match records in Salesforce and I also can see field I am attemepting to match on in the steps.

Thanks,

Kweku