Guided Matching questions

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.