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Matching Based on Auto-Number field?

Kweku
Observer

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!

2 REPLIES 2

AnthonyValidity
Validity Team Member
Validity Team Member

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,

Anthony Lardiere Jr
Senior Customer Success Manager

Kweku
Observer

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