Guided Matching managed and suggested rules

Leveraging our knowledge of payment processors and how payment data is structured, we create suggested and managed Guided Matching rules. Delivered automatically with the relevant packages, these rules help you find and match inbound payment data out-of-the-box.

Managed rules cannot be modified. Suggested rules you can modify as part of your own Guided Matching configuration.

Both managed or suggested Guide Matching rules are actively maintained by FinDock. Changes to these rules are included in FinDock release updates and announced in the relevant release notes.

Managed rules from FinDock are indicated by the standard Salesforce package icon in the Guided Matching setup:

Suggested rules are marked with a wrench icon, indicating they can be modified:

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If you modify a suggested rule, the rule remains customized as you have defined it, even if FinDock releases an update of the original rule.

Managed rules cannot be edited, removed or reordered. However, you can add your own rules to a Guided Matching rule set that includes managed rules. Any restrictions to custom rule additions are indicated in the setup interface.

To see both the conditions for and the subsequent actions of a managed rules, simply click on the rule to open the Rule Setup screen.