PeopleImport - Stage 3 Final Matching Conditions

• If no match is found in any of the object matching steps, the record can be inserted using either Create New Lead, Create New Contact/New Account, or Do Nothing can be selected to just ignore the new record
• This step should always be reviewed to ensure that the appropriate action is taken for the new record

Create New Lead

When matching to just Leads or Leads and Contacts, the default setting is to create a new Lead

• If New Contact - Existing Account steps have been added to the matching criteria, then a new Lead will only be created if neither the Contact or Account existed                                                                                                                                                                                                                                                                                                                              
• When creating a new Lead, a Lead Assignment Rule can be selected to assign Lead Ownership
  • Check Use Lead Assignment Rule and pick the assignment rule to be used
    • Default is NOT to use an assignment rule
  • If left unchecked, then the Leads will be assigned to the owner specified in Stage 1 mapping
    • If no owner field was mapped in Stage 1, the Leads will be assigned to the current user that is logged into PeopleImport
• Active assignment rules are listed first in the drop down list, but inactive rules can also be selected
  • If an inactive rule is selected, Salesforce will use the inactive rule to assign the Leads
• To trigger user emails for new Leads assigned using an assignment rule, go to Options and check Trigger User Emails

Create New Contact/New Account

When matching to just Contacts, the default setting is to create a new Contact and new Account

• If matching to Leads and Contacts, Create New Lead is selected by default but can be switched to Create New Contact/New Account                                                                                                                                                                                                                                                                                                                 
• If Create New Contact/New Account is selected a NEW ACCOUNT WILL ALSO BE CREATED to link the new Contact to
  • Assuming "New Contact - Existing Account" match steps were specified, then this action would only apply where neither the Contact nor Account existed

New Account Settings (optional)

This option can be used to avoid creating duplicate NEW Accounts by matching fields on the incoming spreadsheet.

NOTE: This option DOES not look for an existing account to add the new Contact to, that is done using the "New Contact - Existing Account" matching steps.

1. Limit New Account Duplicates by Field

• Unchecked: One new Account will be created for every new Contact
• Checked: Matching criteria can be specified to look for duplicate NEW Accounts in the input data, so that only one new Account will be created with multiple new Contacts linked to it

2. Specify Account Matching Criteria

• The matching will take place on the rows in the incoming spreadsheet
• Match Conditions are created the same as in Matching Steps
• If fields match, the result will be one new Account with multiple new Contacts

Do Nothing


 
Do Nothing will ignore all records that could not be matched - no action will be taken for these records

Click HERE for more information on Stage 4 - Global Campaigns and Tasks