Entity Type Compare on Rule Matches + Standard Account Matching Rule #11
Conversation
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Update INT_InteractionProcessor.cls
|
This makes a lot of sense. @karamcintyre this is the convo we had with Jonathan via email about the entity type. @StarleyFlynn I think it may also be worth adding the same check for Lead into the matchresult block near line 356. Do you mind adding that to this pull request as well? Thanks so much for your help!! |
|
@meruff @karamcintyre the additional line has been added. |
|
@StarleyFlynn We want to test this but we need some more information about your use case so we can test it properly. What was the scenario that lead to your initial errors? |
|
The original use case was turning on standard duplicate matching rules for Contact, and receiving an 'audit request' when inputting a second interaction from the same contact. |
StarleyFlynn
changed the title
Setting DMLOptions to allowSave allows duplicate matching rules that alert rather than block to save results. This allows the standard duplicate account rule to be bypassed within the interaction context, but still warn users that they may be creating duplicate accounts when interacting with the UI.
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
Add this suggestion to a batch that can be applied as a single commit.
This suggestion is invalid because no changes were made to the code.
Suggestions cannot be applied while the pull request is closed.
Suggestions cannot be applied while viewing a subset of changes.
Only one suggestion per line can be applied in a batch.
Add this suggestion to a batch that can be applied as a single commit.
Applying suggestions on deleted lines is not supported.
You must change the existing code in this line in order to create a valid suggestion.
Outdated suggestions cannot be applied.
This suggestion has been applied or marked resolved.
Suggestions cannot be applied from pending reviews.
Suggestions cannot be applied on multi-line comments.
Suggestions cannot be applied while the pull request is queued to merge.
Suggestion cannot be applied right now. Please check back later.
Added line to compare the match result type for Contact as there may be other types (i.e. the standard rule matching on account) and that throws an error.