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Advanced Settings

Advanced settings are available to help you further customize Matchmaker settings.  The application ships with default settings.  You will not need to use Advance Settings unless there is a particular circumstance within your org or a business need arises, and options are not addressed with the other configuration settings. Review what is available, and then if needed you can customize appropriately.

Checkbox.jpg   Define Async Users

Select users or profiles as the running user or profile for Matchmaker.  The selected users and profiles should be active in Salesforce and have permission to update leads and contacts. 

  • Enter User ID | Click Add Async User. 

Checkbox.jpg   Async Delay for Lead Conversion (to Contact)

If you have lead functionality that runs in the background and you would like Matchmaker to wait a different amount of time than the 10 minutes default before performing conversion steps, then you can delay lead conversion using this setting. 

This applies to automatic lead conversion only.

  • Set the time in minutes, that the application should wait before converting a lead to a contact.
    • The default time is 10 minutes.

Checkbox.jpg   Lead Conversion Batch Size

  • If CPU consumed during lead conversion is high, you can adjust the number of leads to batch convert at a time.

  • Adjust the default number to represent the number of leads to batch convert. 
    • The default number is 25 leads. 

Checkbox.jpg   Potential Matches Cleanup 

When multiple potential matches are found, a temporary record is created to store the relationship between the lead and potential matched accounts.

These temporary records are automatically removed after 90 days (default).

  • If you need to modify the 90 day removal | Enter the number of days you would like these temporary records to exist before being removed.  

Checkbox.jpg   System Record Cleanup

Matched requests, async requests and shadow lead records that result in an error are cleaned up after 7 days (default).

These records are used by the application for error logging and audit purposes and are not exposed to end users. 

  • If you need to modify the 7 day cleanup| Enter the number of days you would like these error records to exist before being removed.  

Checkbox.jpg     Account Related List Fields

This related list which appears on the Account page displays fields from matched leads. You can select which columns and the order in which they appear using these settings.  You can also manually edit these fields from the Account page using the wrench icon in the upper right corner of the Visualforce page.

Checkbox.jpg     Lead Related List Fields

This related list which appears on the Lead page displays fields from matched accounts.  You can select which columns and the order in which they appear using these settings.  You can also manually edit these fields from the Lead page using the wrench icon in the upper right corner of the Visualforce page.

Checkbox.jpg     Contact Related List Fields

This related list which appears on the Lead page, displays fields from matched contacts.  You can select which columns and the order in which they appear using these settings.  You can also manually edit these fields from the Lead page using the wrench icon in the upper right corner of the Visualforce page.

Note: this portion of the related list does not appear on the lead page unless Matchmaker has detected that a matching contact exists.

Delete System Records

Matchmaker creates error records and duplicate record sets. Use the following delete functionality to remove these records from your org.

Checkbox.jpg     Delete Error Records

Deletes all Async Request and Match Request records that are marked as errors. Common errors include validation rule failures when Matchmaker tries to update leads or accounts, exceptions thrown due to errors in custom code, etc.

Checkbox.jpg     Delete Matchmaker Underlying Data

Deletes all Duplicate Record Set records associated to Matchmaker, as well as Shadow Lead records. You will want to delete these records if you cleanup Account Name or Website data on Account records or modify Matchmaker's email domain exclusions.

Checkbox.jpg      Unmatch All Matched Leads

Unmatches all leads and also deletes all Potential Match records. During testing, you may want to perform this action after you've modified the configuration and want to re-run bulk lead matching against the updated settings.

Further details about Delete System Records functionality can be found here.

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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