0.25.0.2
·
671 commits
to master
since this release
Critical Changes
- Created Lead Matching functionality that mirrors existing Contact Matching
- Fixed bug caused when Contact Duplicate Rule used both Contact and Lead Matching Rules
- Added four picklist values to Contact Matching Method field on Summit Event object in order to match values on Contact Matching Metadata
Changes
- Added custom fields on Summit Event object to support Lead Matching.
- Added custom fields on Summit Event Registration for Lead lookup and to indicate if Lead was created
- Updated page layouts on Summit Event and Summit Event Registration objects to include new fields
- Updated permission sets to include Lead object and new fields on existing objects
- Updated Contact Matching code to include Lead Matching logic and automation
- Created new Custom Metadata Type for Lead Matching
- Created trigger on Lead object that populates new Contact value on any Summit Event Registration records that uses that Lead
Lead Matching hardcoded fields screenshot for documentation
Screenshot for Lead Matching documentation
Installation Info
Sandbox & Scratch Orgs:
https://test.salesforce.com/packaging/installPackage.apexp?p0=04t4P000002OxUJQA0
Production & Developer Edition Orgs:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4P000002OxUJQA0