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Does anyone know if the sync is automatically merging into already existing duplicate person accounts? In our tests, it doesn't seem to automerge, but we need that feature. The answer could probably be custom apex code or a solution from the AppExchange. |
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The answer is clearly that the connector is supposed to automerge. We were hoping that the automerges were happening based on the current active matching rule, but after digging down into the flows, we found that not to be the case. To allow merges based solely on a matched email, we did a few changes to the B2C Commerce: Process: Contact Filter Matches flow, and it works now. |
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The answer is clearly that the connector is supposed to automerge. We were hoping that the automerges were happening based on the current active matching rule, but after digging down into the flows, we found that not to be the case. To allow merges based solely on a matched email, we did a few changes to the B2C Commerce: Process: Contact Filter Matches flow, and it works now.