From f5ba7f41444ccb10572376f5ed1fd0b038c18b29 Mon Sep 17 00:00:00 2001 From: Thaddaeus Dahlberg <16785863+tcdahlberg@users.noreply.github.com> Date: Thu, 14 Nov 2024 14:45:09 -0600 Subject: [PATCH] Update Contact-Matching.md --- docs/advanced-features/Contact-Matching.md | 3 +++ 1 file changed, 3 insertions(+) diff --git a/docs/advanced-features/Contact-Matching.md b/docs/advanced-features/Contact-Matching.md index 27cd68fd..0c688c49 100644 --- a/docs/advanced-features/Contact-Matching.md +++ b/docs/advanced-features/Contact-Matching.md @@ -57,6 +57,7 @@ This documentation provides an overview of contact matching in Salesforce and ho When a new Contact is created by the Contact Matching Rule the following fields from the Summit Events Registration record are automatically added to the Contact record: ![Contact Matching Rule hardcoded fields v2](https://user-images.githubusercontent.com/60475518/234095301-13f54e07-a68a-4a1c-9136-c04d2d935baf.png) +![c42513c3-a73f-4a05-b02a-030975a7f1c1](https://github.com/user-attachments/assets/2fd8c62b-f30b-4162-8042-9bdf5da55b73) ## Adding Additional Field Values When Matching Rules Create New Contacts If you want additional field values to be added to the Contact record you can use the "Custom Metadata Contact Matching Method" on Summit Events to do this. Custom Metadata Types is the Salesforce tool that allows an admin to create field mappings that are read by the code in the managed package - for details take a look at [More Info On Custom Metadata Types](https://help.salesforce.com/articleView?id=custommetadatatypes_about.htm&type=5). @@ -89,3 +90,5 @@ Here is an example of what the Custom Metadata records look like for Contacts: ## Conclusion This documentation covers the setup and configuration of contact matching in the Summit Event application using Salesforce Duplicate Rules and custom metadata for field mapping. Testing the feature helps ensure that records are matched and data is transferred accurately. + +test