Question: What are the known limitations?
Answer: Guided matching only supports ‘book all on current' overpaid installment handling, and there is no support for roll-up summary fields on the Transaction Set from Transactions. Converse CRM is not supported.
Question: What triggers Guided Matching?
Answer: The trigger is a status update of a transaction record (
cpm__Transaction__c) from ‘New’ to ‘Matched’ or ‘No Match.’
Question: When is a Guided Matching job retried?
Answer: When the job fails and the exception message contains
UNABLE_TO_LOCK_ROW, the job is retried.
Question: Where is the Guided Matching setup stored?
Answer: The setup is stored in the custom object Guided Matching Setup (
cpm__Guided_Matching_Setup__c) as a JSON file. These records can be safely migrated to a new sandbox using a tool like the data loader.