Matching Based on Auto-Number field?
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โ02-28-2024 08:23 AM
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 canโt 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!
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โ02-28-2024 01:50 PM
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,
Sr. Customer Success Manager
Validity
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โ02-28-2024 01:54 PM
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

