Matching a record with another record
This article aims to explain how to match one record with another record using PowerRouter.
Match Components are utilized in PowerRouter to perform functions on records by matching them with other records. Matching is based on predefined rules in the match settings, and additional conditions can be added to the match component to refine the matching process.
In PowerRouter, the following match components are available for matching leads with other records:
Matches Lead – This component matches newly inserted lead records with existing lead records.
Matches Account – This component matches lead records with existing account records.
Matches Contact – This component matches lead records with existing contact records.
Matches Opportunity – This component matches lead records with existing opportunity records.
You can define criteria based on object fields to determine the matching process. Match settings can be configured in the settings page.
Steps to match Lead to Account:
Create a new workflow named PR MatchAccount.
Drag a trigger component New Lead onto the workflow canvas.
Drag the Matches Account component onto the workflow canvas and click on “edit.”
Add match criteria based on which the account will be matched with the inserted lead.
For example, add the account condition: Account Rating = Cold.
Click Save. This component provides two paths: match and no-match.
If the Lead record matches with an Account record, it will move to the match path; otherwise, it will move to the no-match path.
In the next article, you will learn how to route records to teams, users, or queues.