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
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.
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.
count
Integer
The number of results
result
The first result of matching Accounts to Accounts. Can be used when working with a single Account in place of results.
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