Guided Matching Setup
API name: cpm__Guided_Matching_Setup__c
Description
The Guided Matching Setup object stores the custom matching rules you configured for Guided Matching. We strongly recommend using the configuration interface to define rules rather than directly modifying fields on this object.
Fields
The following table outlines key fields for this object. For complete details, please use the Salesforce Object Manager.
| Label | Type | Description |
|---|---|---|
| Guided Matching Setup Name | Text(80) | Descriptive name automatically generated by FinDock |
| Object | Text(255) | The object the matching rules are applied to |
| Report Sub Type | Text(255) | The report sub type the matching rules are applied to |
| Report Type | Text(255) | The report type the matching rules are applied to |
| Rules | Long Text Area(131072) | Guided Matching rule setup stored in JSON format |
| Target | Text(255) | The target to which the Guide Matching setup applies |