Hannah West
My feedback
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1 vote
Hi Hannah - Thanks for your idea. One thing you may not be aware of is that with Salesforce if your object has more than 1 email address field then you can choose each of those email address fields when you create an Email or Name and Email match scenario. Thus instead of creating a match scenario for each of your email address fields in Salesforce you can create one match scenario and choose all of your email fields in that single match scenario. There is an implied OR between each of the email addresses when performing the search.
For example, suppose I have 3 email address fields (per your description) in Salesforce: Work Email, Personal Email and Alt Email. Suppose my incoming email address is steve@myorgname.org. I then add an Email match scenario and choose each of those email address fields in my match scenario. When Omatic Cloud attempts to match on email address the query…
An error occurred while saving the comment Hannah West
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When copying a formula, copy all the setting of that formula (summary grid, matching settings, etc.)
2 votesHannah West
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Steve - thank you for the detailed suggestion! This is very helpful. My suggestion here can be deleted. We'll proceed as you recommended.