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Install & Prepare

 

Install Matchmaker using the install link provided by Full Circle.  We recommend that you install it for Admins Only and then provide access to users using the permission sets delivered with the package.

As a prerequisite to configuring Matchmaker, you need to first configure the following in Salesforce:

Step 1: Assign Permissions Sets & Enable App (required)

Step 2: Enable Duplicate Management Rules (required)

Step 3: Configure Page Layouts (recommended)

Complete these Salesforce configuration steps post installation. Once complete, the appropriate settings and fields will be available for Matchmaker configuration.  


Step 1: Assign Permission Sets & Enable App (Required)

Matchmaker ships with two permission sets that you may grant to users to provide access to Matchmaker settings and features.  Users can be assigned one or more permission sets, which allows for a layered expansion of permissions.

  • End User - Allows user access to Full Circle Matchmaker features and functionality on lead and account pages. 
    • Does not grant permission to Full Circle Matchmaker configuration tab or reports and dashboards.
  • Administrator - Grants access to Full Circle Matchmaker configuration tab, reports and dashboards.  Should be granted to users who will configure and administer the Full Circle Matchmaker features and functionality. 

Grant permission to Full Circle Matchmaker based on your business process and user responsibilities. 

  End User Permission Set Administrator Permission Set
Object Settings Read access to custom fields on standard objects (Lead and Account) Read and Edit access to custom fields on standard objects (Lead and Account)
Tabs None Matchmaker Configuration
Apex Classes None All
Visualforce Pages

Lead: LAM_MatchedAccounts

Account: LAM_MatchedLeads

All

1. Clone the Full Circle Matchmaker Administrator permission set

Packaged permission sets are not editable, so you must clone the Full Circle Matchmaker Administrator before adding the Matchmaker App. 

2. Add the Matchmaker App to the newly cloned Administrator permission set

  • From Setup | Manage Users | Users | Permission Sets.
  • Click the cloned version of the Full Circle Matchmaker Administrator | Assigned Apps Edit.
  • Move Full Circle Matchmaker from Available Apps to Enabled Apps | Select Save. 

3. Assign user(s) the permission set(s)

  • From Setup | Manage Users | Users | Permission Sets.
  • Select Permission Set | Manage Assignments | Add Assignments | Select User(s) | Assign.

Once you have completed this step, users with the cloned Administrator permission set will see the Matchmaker App in the app menu. Users that were assigned the End User permission set will not see the Matchmaker App.

Mm_Config_ 2017-01-27.png

For more information on managing Permission Sets, please refer to the Salesforce documentation.


Step 2: Duplicate Management (required)

In order for Matchmaker to perform, you will need to navigate to the Salesforce Duplicate Management in the admin console and set up the following:

1. Activate a Matching Rule

2. Create and activate a Shadow Lead Duplicate Rule

To configure:

1. Activate a Matching Rule
Select and activate Matchmaker's Lead to Account matching rule.  You also have an option to configure a custom matching rule if you have custom fields you would like to reference in matching.  It is recommended that you use the Lead to Account matching rule that ships with Matchmaker.

Note: Matchmaker uses Salesforce Duplicate Management to perform functions.  This functionality uses prior matches to increase efficiency.  Therefore, if you edit or replace the matching rule after running Matchmaker, you will need to delete Potential Match Records and Duplicate Record Sets from your Salesforce org in order for the new matching rule to work as expected.  To see Salesforce's documentation on Duplicate Management please navigate here.  Please log a case at the Full Circle Customer Success Community if you need support on this topic.

2. Create and activate Shadow Lead Duplicate Rule

  • From Setup | Administer | Data.com Administration | Duplicate Management | Duplicate Rules.
  • Select New Rule
  • Select object Shadow Lead

Rule Details

  • Rule Name | Enter Matchmaker or name of your choice.
  • Enter a Rule Description
  • Object should be listed as Shadow Lead
  • Record-Level Security | Click Bypass sharing rules

Actions

Specify what happens when a user tries to save a duplicate record.

  • Action on Create | Select Allow | Select Report option only
  • Action on Edit | Select Allow | do not Click any of the options

Matching Rules

Define how duplicate rules are identified.

  • Compare Shadow Leads With | Select Accounts
  • Select Lead to Account Matching Rule.
  • Matching Criteria | no action required.

MM_DupeRule_2017-03-16 at 9.40.54 AM.png

 

  • Field Mapping | Select Mapping Not Selected.  Map fields.

MM field map 2017-03-16 at 9.13.45 AM.png

Click Save | Activate

Note: Email Domain and Secondary Email Domain are Account fields that are populated by Matchmaker Email Domain Calculation.  If you have not enabled and configured this feature, the fields will be blank on the Account object and lead-to-account matching will not match using email domains.

Step 3: Modify Page Layouts (Recommended)

Matchmaker does not ship with page layout updates. You will need to add the following on the Lead and Account page layouts:

  • Fields
  • Visualforce pages

Once configured, the page layouts will provide visibility to relevant Matchmaker values and functionality.

Add Fields to Page Layout

Reference the table below for a list of fields and Visualforce pages to be added to Lead, Account and Contact objects. 

  • From Setup | Leads| Page Layout | Edit your desired page layout.
  • Use the same steps to add Fields to the Account Page Layout.
  • On each object create two new sections, one to group fields and the other for the Visualforce page.  Label each one with the word "Matchmaker" to make it easy for users to reference.
  • Configure the Visualforce Page Properties:
    • Lead page Visualforce Page Height (in pixels) should be set to 440
    • Account page Visualforce Page Height (in pixels) should be set to 490
Lead Fields
  Account Match Attempted
  Account Match Date
  Account Match Rejected Date
  Account Match Rejected
  Lead Auto Converted
  Matched Account
  Assigned Date
  Potential Account Match
  Potential Account Match Date
Lead Visualforce Page
 

LAM_MatchedAccounts

Page Properties: Height (in pixels) = 440

Account Fields
  Account Activity Rating Date
  Account Activity Rating
  Account Activity Value
  Email Domain
  Secondary Email Domain
 Account Visualforce Page
 

LAM_MatchedLeads

Page Properties: Height (in pixels) = 490

 Contact Fields
  Email Domain

Below is an example of a lead page layout modified to include Matchmaker fields and Visualforce page.  It is possible to modify the columns and the order in which they appear by selecting the wrench icon in the upper right corner of the Visualforce page.

Note that the portion of the page labeled Matched Contacts appears only after Matchmaker detects an existing Contact on the Account record that matches the lead.

Lead_Detail_2017-05-30 at 10.46.42 AM.png

 

Support

Do you need assistance or have questions? Contact our Customer Success team by logging a case in the Full Circle Customer Success Community.

 

 

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