API name: cpm__Guided_Matching_Setup__c
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.
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 to which the matching rules are applied. |
| Report Sub Type | Text(255) | The inbound report subtype to which the matching rules are applied. |
| Report Type | Text(255) | The inbound report type to which the matching rules are applied. |
| 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 for transaction matching. |