Option to get user input when incoming data doesn't match existing data for specified fields
We often have enough information to be confident that the incoming data matches a record in Salesforce. However, whether the better quality data for important fields is in Salesforce or the incoming data is unknown. So we can't confidently overwrite data without a manual validation.
For example, P Ennals might match to Peter Ennals. I am happy this is a valid match and therefore want to set it as a ready record. However, I don't want P to overwrite Peter.
The functionality could be such that I specify per formula which fields require manual validation. E.g. for records where name or address for ready records are being changed. Then I could review these records only and choose whether to use Salesforce data or incoming data.
-
AdminAnonymous (Admin, Omatic) commented
Peter, we appreciate your feedback! Good news - we have a form of 'child object matching' currenting in development that will help achieve the match/update or ignore scenario you are describing. Our RENXT connector has this functionality and we will soon be making it available for Salesforce.
Best,
Chanel Floyd
Product Manager