Match Account to Account

Intelligently match an Account record to another Account record

Takes a list of Accounts from earlier in the Flow, finds matching Accounts and provides a list of AccountToAccountMatch results for use later in the Flow. The matches can be used for assignment.

For more information on how to use this action, see Lead and Account Matching.

Configuration

Flow Element

Apex Properties

Please note that you will not directly interact with these input fields as you do with some Flow Actions. Instead the Gradient Works custom editor takes care of the heavy lifting.

Name	Required	Type	Description
account	No	Account	The Account to match to Accounts. Must fill out account or accounts.
accounts	No	List<Account>	The list of Accounts to match to Accounts. Must fill out account or accounts.
filterData	No	String	Include matches that meet all the specified filters
matchCriteriaData	No	String	Criteria for finding potential matching Accounts
rankerData	No	String	If there are multiple matches, rank them according to the specified criteria

Outputs

For easy access later in the flow, we recommend you select "Manually assign variables" in the Flow editor and store the results value in a variable.

Name	Type	Description
count	Integer	The number of results
result	AccountToAccountMatch	The first result of matching Accounts to Accounts. Can be used when working with a single Account in place of results.
results	List<AccountToAccountMatch>	The results of matching Accounts to Accounts