Contact Routing - Contact to Account Match Node

Contents:

• Overview
• Matching Prerequisites
• Customization
• Filter Matched Accounts
• Prioritize Matched Accounts
• Set Variable to Matched Account
• Advanced Settings
• Summary

Overview

The Contact to Account (C2A) Match Node is used to match Contacts to Accounts. This node is specific to the LeanData Contact Router. Using LeanData’s best in class fuzzy matching algorithm, this node will match your contacts to the best possible Account in Salesforce. The Contact can then be routed to the Account owner. You can also re-match existing contacts (that were previously matched manually or with external systems) to the right account in Salesforce. Use the Update Contact node to update the Contact with the correct account information.

Example: Valerie is the LeanData admin for Lighthouse Development. In her Contact Router flow, she needs to match the routed Contact to the best matched Account. She configures the C2A Node, with Filters and Tiebreakers to match to the best Account. Using the Filters, she ensures that the routed Contacts are not matched to any matched Accounts that are inactive.

Each Match node includes Tiebreakers to identify the best matched record if there is more than 1 possible match. Tiebreaker rules are included in the node configuration to pick the best match when LeanData finds multiple matched Accounts. These Tiebreakers function just like the Tiebreakers in Tagging. The Tiebreakers in the node are local only to the node. Any changes made to the node’s Tiebreakers do not affect the Tagging Tiebreakers or even the Tiebreakers in other match nodes.

Matching Prerequisites

The default Contact fields: Email, Name, Phone, and Address are automatically used for fuzzy matching. LeanData will also need you to supply a field that represents the Contact's company name for use in matching to Accounts. In addition to this, a field that contains the Contact's domain can also be optionally mapped by LeanData. Before using this node, contact your LeanData rep to create mappings for these fields.

Customization

You have a number of options to configure the node.

• Node Name
• Description
• Filter Matched Accounts
• Prioritize Matched Accounts
• Advanced Settings

Node Name

By default, the Node Name is set to Match Node. You can change this label to anything you need. We strongly recommend giving this node a meaningful name such as the goal of the Match Node or simply Contact to Account. This will help others understand the purpose of the node. 

Description
This field is not required but we recommend adding a description to document any customizations made to the node. If someone else needs to take over the management of the flow, the description will help them to understand the goal of the customizations.

Filter Matched Accounts

Use Filters to include or exclude Accounts from matching to the routed Contact record. In our example, we are excluding Accounts that are inactive (Is Email Bounced = True). This ensures that we will not match the routed Contact record to an Account that is not active.

Value/Field

The Value/Field selector lets you choose between filtering for a value in a field on the matched Account record and/or comparing a field on the matched Account record with a field on the routed Contact record.

When using Value, you are looking for a specific value in a field on the matched Account record. For example, if you wanted to only include matched Accounts that are Active, you could select the Active field, set the Operator to Equals, and select No from the Value pull-down menu.

When using Field, you are comparing the value of a field on the matched Account record with a field on the routed Contact record. For example, if your goal is to compare the Billing City field on the matched Account to the Mailing City field on the routed Contact record, you would change the selector to Field, set the Matched Account Field to Billing City, set the Operator to Equals, and then set the Contact field to Mailing City. When you change the selector to Field, the label for the Value field will change to Contact Field.

For each condition you add, you will see:

• Field: The Field selector will give you a list of all the fields on the matched Account record that you are filtering.
• Operator: The Operator gives you a condition to apply to the field for the decision. (Example: Contains, does not contain, starts with, is null, etc). The values in the Operator selection change depending on the field selected.
• Value/Field: The Value is the value you are evaluating against in your selected field. This is typically a pull-down menu of possible values. If you select Field for Value/Field, you will see Contact Field as the label and the field will be a pull-down of fields on the routed Lead record.

You can add as many conditions as needed to create the desired Filters.

Working with Multiple Conditions

When you edit or add rules, you can have multiple conditions.  When you have a rule with multiple conditions you are given the option to specify the relationship between the conditions. By default, you will see an AND relationship. You can change this to OR as needed. You can also use parentheses to group conditions together such as ((1 AND 2) OR 3).

In the example above, we use an AND relationship because we are looking to include only Accounts that are Active AND have a mailing address that matches the routed Contact.

Prioritize Match Accounts

In the Prioritize Matched Accounts section, you will see a list of rules called Tiebreakers. These rules are applied after filters, if there are multiple matched Accounts that can match to the routed Contact record. Tiebreaker rules are processed from the top down and are used to narrow the pool of possible Account matches down to the best match. The node will check each rule, one at a time, from top to bottom, until only one remaining potential matched Accounts remains. This Account will be matched to the routed Contact. The match node includes a set of default Tiebreaker rules. You have the following options to modify the Tiebreakers:

• Edit the existing rules
• Add/remove rules
• Change the order of the rules

Editing a Rule

To edit a rule, simply click in the rule to open it for editing. You will see the same options as in the Filters. In the screenshot above you would click on the green highlighted text to open the rule for editing. Typically, the Operator and the rule logic value (AND, OR) are highlighted and can be clicked to edit the rule.

Adding a Rule

If you choose to add a custom Tie-Breaker Prioritization Rule, click New Rule. There are three rule types; LOGIC, SOQL, MIN MAX.

• LOGIC - When configuring a new logic rule, you can use a Field or Field Value from the matched Account level. This works the same as adding Filters
• SOQL - You can use a SOQL (Salesforce Object Query Language) string here. More Info
• MIN MAX - The field you are choosing is the Matched Account level field. Set the Operator to either Min or Max. Min meaning the lowest possible value and max being the highest. For Date and Time fields, Min equals the oldest date and Max equals the newest date. When applied to time MIN is the oldest time and MAX is the most recent or further into the future.

For example: Mel the LeanData Admin wants to build a tiebreaker rule that will look for the Account with the Min (oldest) created Date. She sets the matched Account Created Date to MIN to ensure the tiebreaker looks for the oldest matched Account that matches.

Set Variable to Matched Account

LeanData Routing allows you to store values in a container called a Variable, which can then be referenced later in your routing graph for use in routing decisions and actions. This will allow you to assign recurring values, such as lists of User Ids, email domains, state names or zip codes to a Variable, which can then be used multiple times throughout your routing graph.

By default, LeanData will save the output of the Match Node to a variable for you to retrieve later. You can rename the Variable container as needed.

Advanced Settings

Under Advanced Settings there are options for setting the targets for the node edges.

Node Edges

There are 3 exit edges from a Match Node. Under the Advanced settings you can select a target node for each of the edges for what you would like LeanData to do in each of these scenarios.

• Match: LeanData has identified a best match based on the algorithm, after applying your Tiebreakers and Filters.
• No Match: LeanData has not identified a match, after considering your Filters.
• Multiple Matches Identified: If LeanData has more than one match remaining after your Filters, and you would like to take a different action than identify one best match, you can direct this edge to your desired action. This option is disabled by default. Upon enabling, you will also have to remove any Min/Max tiebreakers.

Working with Edges

You can Connect nodes in one of several ways:

Open a node and select the Target through the dropdown next to the condition or outcome you wish to assign. Use the search functionality to narrow the scope of the results. If you want Lead processing to stop at your selected node, simply select End of Flow. 

Alternatively you can click the Stop Sign icon to set a particular edge to End of Flow, or click the crosshairs icon to assign that edge visually on the main flowchart graph view by clicking the node to which you would like that edge to proceed.

If you are already in the main flowchart graph view, you can click on the yellow triangle and drag the edge you wish to direct to the next node to which you would like that edge to proceed.

Summary

The Contact to Account (C2A) Match Node is used to identify Accounts in your Salesforce instance that are matched to the routed Contact. This node is specific to the LeanData Contact Router. 

For more information on working with Contact Router graphs please see our Contact Router Guide.