Match people to Salesforce records

When someone registers, Ovante looks for that person's record in Salesforce before it writes anything. Your matching scenarios say what has to agree for a record to count as the same person. A new connection matches on email alone.

How matching works

• A scenario is one or more rows, each an Ovante field compared with a Salesforce field. Every row in a scenario must match.
• Scenarios run top to bottom. The first one that finds a record decides, so put the strictest first.
• Each scenario's first row is Email address or Phone number. A name or a date of birth on its own can't tell two people apart, so it can only narrow a scenario that already has one.
• Phone numbers match on their digits, so "(555) 010-0100" and "555.010.0100" are the same number.
• Once a person is linked to a record, Ovante writes to that record from then on and doesn't match them again.

Edit the scenarios

1. 1
   Open Settings → Integrations, and click Open on the Salesforce card.
2. 2
   Under Matching criteria, on Update a contact when…, click Edit rules.
3. 3
   In each row, pick the Ovante field on the left and the Salesforce field it compares with on the right. Ovante picks the standard field for you.
4. 4
   Click Add field to add a row to a scenario, or Add scenario for another scenario.
5. 5
   Drag a scenario by its grip to change the order.
6. 6
   Pick what happens under If several contacts match.
7. 7
   Click Save, then Save changes at the bottom of the page.

When several records match

When nothing matches

Create a new contact… decides:

• in all other scenarios creates a record.
• never writes nothing, and History says no record matched.

A new record goes through your Salesforce duplicate rules. A rule set to alert lets the record through and lists the pair in Salesforce's duplicate report. A rule set to block stops it, and History says which record it collided with. See Salesforce made a duplicate record.

Good to know

• Labels say "contact" for both objects. If Salesforce object is Leads, scenarios look for Leads and skip converted ones.
• Ovante reads at most a small set of candidate records per lookup: their name, email and phone, and only for the registration's own email or phone. See What Ovante reads in your CRM.